Elevate Your Practice with Exclusive, Qualified Retirement Planning Leads


How It Works:

We only work with qualified, ethical, professional financial advisors to create exclusive lead generation campaigns in our target market: US citizens, age 59-77 looking for help with their 401k, IRA, 403b or similar investment vehicle.

We create a unique campaign for each advisor that partners with us, we require each campaign to cover at least one full state, with the exception of CA and TX advisors (can do partial states)

Leads reach out to us to ask for our free book, and provide their name, email, phone number, mailing address, and biggest retirement concern.

Each lead is tagged to the advisor and campaign that it is generated for, leads are all exclusive, and never resold or shared.

Retirement Income

FAQ about Elevated Advisor

Where Do You Offer This?

We offer this service in all 50 U.S. states

Who Is This For?

This is the ideal solution for Insurance-Only or Series 65 advisors with 10+ years experience serving the retirement, and pre-retirement market who are comfortable meeting with clients virtually

How Do I Get Started?

To get started, email admin@elevatedadvisor.com and we will connect you to our Advisor Success team to see if this program is a fit for you. 

Available Packages

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Package One
The Do-It-Yourself

This is our introductory package, we give you one of our ready-made lead generation campaigns in your target area, and fill your list with hot prospects to call.

       $3500 per campaign per month


Package 2
The Done-For-You

    (Only available through partner IMO’s)

We set up your own custom campaign just like in Package One, but we get our own internal call team to do ALL your outbound calls for you. 

We place all screened, qualified candidates directly onto your calendar so you can focus your time on the highest-value prospects.

      $3500 per campaign per month                       (through partner IMO only)

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Package 3
The 3-Month Campaign

To give you the best chance at success, and the most runway possible for committing to yourself with our lead system, we offer a one-time discount if you commit to 3 months in our program, $500 off per month

      $9,000 (through partner IMO only)


Package 4
Custom Program

From time to time we are asked if we can partner with an advisor to create a fully customized lead generation campaign, the answer is: YES! 

While most advisor find our existing packages are the most cost-effective way to get us to generate leads for them, we are able to create custom campaigns for large-volume advisors.

             Packages begin at $20,000

Advisor Success Stories

Tom N

“Elevated Advisor has helped me 3X the amount of qualified prospects I talk to every week, and 3x my sales as a result”

Trini S

“I was just getting started in the industry when I had to go fully virtual in March of 2020. Thank God for EA I was able to build my business completely from home, now it’s all I do!”

Mike R

“I closed 800k in FIA in my first 60 days, if you are on the fence, just do it and thank me later.”