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Terms & Conditions

Intent Based Leads Program

CreativeOne will generate leads in your designated market area who have shown interest in receiving a customized annuity rates report. A lead constitutes anyone who completes our form to receive a customized annuity rates report with a valid phone number.

Cost: Leads will be charged at the rate of $150 per lead.

Billing:

  • CreativeOne will collect for 3 months’ worth of agreed-upon leads up front.
  • After the initial amount of leads are met, CreativeOne will shut off the campaign. If you wish to resume your campaign, you will need to commit to an additional 3-month term by filling out the online questionnaire and paying for your leads again.
  • CreativeOne will conduct another market analysis giving you an updated range of leads based on historical performance and current market demand.

Market Analysis:

  • In order to participate in this program, CreativeOne will designate your market area and let you know what your range of lead volume will be. You must be willing to commit to a minimum amount of leads for 3 months based on your market area, search volume and demand; to be determined by CreativeOne.
  • Your territory will be determined by CreativeOne for lead delivery. Agent can make requested changes to targeted territory, but CreativeOne has the right to accept or reject territory revisions.
  • Before signing up for this program, the advisor will need to allow CreativeOne to do the market research and give them an estimated range of lead volume for their market.

Other:

  • If minimum amount of leads is not delivered, lead volume will rollover into next month ongoing until we deliver promised amount of leads.
  • If we are unable to generate cost-effective leads in your market, CreativeOne reserves the right to cancel the program and only charge you for the leads delivered.
  • CreativeOne also reserves the right to generate agreed upon lead volume early before the initial term expires. At that point, the advisor will have to renew for another term.
    • Agent is responsible for follow-up after lead delivery to let CreativeOne know if any appointments were set and/or premium written.
    • If unable to comply with communication and follow-up procedures, CreativeOne reserves the right to remove agent from the program. Any delivered leads will still be billable.

Information collected from leads:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Age
  • State
  • Zip Code
  • Investible Assets