| Name |
Description |
Prices |
| Estate Executor Guide Requests |
These leads are generated from people seeking help with their role as Executor of an Estate or in appointing an Executor. |
$6.00 |
| Estate Planning Guide Leads |
People seeking help with setting up an estate plan request our Estate Planning Guide and frequently ask a question. |
$15.00 |
| Specific Estate Planning Questions |
A wide variety of very specific questions on various aspects of an estate plan. e.g. buy-sell agreements, estate freezes, capital gains questions, succession planning, etc. |
$25.00 |
| Probate and other Tax Related Questions |
These are a wide range of leads that come primarily from those who are working on specific details of their Estate Plan. |
$12.50 |
| Individual and Group Employee Benefits |
These leads are almost always a request for a benefits quote. We have seen as large as 150 employee companies request a quote. (One of our best lead:close ratios!) |
$100.00 |
| Requests for a Financial Advisor |
These leads are coming from individuals who either request a new financial/estate advisor/planner or who have given us their portfolio details in order to receive an independent portfolio review. |
$85.00 |
| Life Insurance Questions and Applications |
Term, Critical Illness, Disability, Universal, Whole Life, etc. |
$85.00 |
| RESP Leads |
Requests to set up up an RESP. Questions on how it all works. |
$48.00 |
| Tax question for an accountant |
General Questions related to tax concerns. e.g. I own a small business can I write off my car expenses? |
$12.00 |
| Farm Succession Planning |
Leads generated from people who are searching for help with
Farm Succession and request our free guide |
$40.00 |
| Guide to Power of Attorney |
Individuals looking for our Power of Attorney Guide, who are typically involved in an estate matter of some kind. |
$12.50 |
| Home Insurance |
Request for quote on home insurance |
$20.00 |
| Canadian Mortgage |
Mortgage applications |
$70.00 |
| Request for a Lawyer |
Please contact a AdvisorWorld.com @ 1-800-461-4085. To set up your client criteria. |
$85.00 |
| Late Tax |
Do you handle Late Tax Filers? We hear from them! |
$40.00 |
| Henson Trusts |
Questions on the tax advantaged Henson Trust for use with special needs children. |
$100.00 |
| Individual Pension Plans |
These are leads from owners and key employees of small businesses seeking the tax-sheltering features of an IPP. |
$100.00 |
| Annuities |
Quotes on Life Annuities |
$80.00 |
| Realtor |
Real Estate Agent |
$25.00 |
| Personal Loans |
Personal and secured loans |
$50.00 |
| Accountant Referral |
Accountant Referral |
$85.00 |
| Financial Planning Guide Request |
Request for our FP Guide |
$42.00 |
| Reverse Mortgages |
Reverse Mortgage Leads |
$60.00 |
| Portfolio Review |
Analysis of and recommendations regarding client investment portfolio |
$60.00 |
| US Mortgages |
US Mortgages |
$89.99 |
| Commercial Mortgages |
Commercial Mortgage and LOCs |
$65.00 |
| Automobile Insurance |
Request for quote on auto insurance |
$9.00 |
| Commercial Real Estate |
|
$25.00 |
| Commercial Liability Insurance |
Commercial Liability Insurance |
$20.00 |
| US Reverse Mortgages |
Reverse mortgages in US |
$79.99 |
| US Commercial Mortgages |
Commercial Mortgages in the U.S. |
$59.99 |
| Debt Consolidation |
|
$50.00 |
| Pay Day Loans |
|
$40.00 |
| US Life Insurance |
US Life Insurance Leads |
$49.00 |
Pricing
