Recommended Services

Here’s a list of services we use (or have used, but just grew out of) in our internet life insurance business and recommend.  There’s a lot of subpar services agents waste their time with.  If you’re in the market for any of these services, we recommend and use them.


Final Expense Leads – Review of the Best Options – David Duford breaks down the best lead options for final expense agents.  Great read to get up to speed.

Term Life Insurance – TermLife2Go is a great example of a life insurance agency using content to generate 1,000’s of leads every month from the search engines.

Marketing/Lead Services:

wplife logo

WordPress life insurance websites PROVEN to convert visitors into leads. WPLifeInsurance will build you a website and then show you how to generate leads. Use coupon code “STL250” for $250 off.


If you’re willing to hop on a dialer and “data mine” aged leads, there is no better ROI. has a free training course that shows you exactly what to do.  These are the highest quality aged life insurance leads you’ll find and at the lowest cost.  We recommend to anyone looking to supplement your current lead flow OR are new in the industry and want to get good at selling over the phone quickly.  We don’t recommend as your primary lead source unless you use it combined with a telemarketer (see our offer below).   Use coupon code “STL10” for 10% off your lead order.

lead_heroes and Lead Heroes put together a fully managed program where their telemarketers will call aged leads for you.

Their telemarketers will ask: “You had inquired about life insurance a while ago and we wanted to follow up to see if you moved forward with the decision”.  They will get them to say yes to speak with a specialist about some updated options + try to qualify with 3 basic questions so you have some more information going into the call.  You get notes and recordings of each call in a spreadsheet.

Here’s the pricing:

$32/lead for 20 leads
$27/lead for 40 leads

Contact Lead Heroes for more information.

Recommended Life Insurance Technology


NinjaQuoter is an instant quote software based on the cloud. You don’t need to apply updates and there’s no software to download.  It’s as easy way to compare life insurance quotes for your clients and also get a beautiful quoter on your website without hiring a programmer.   There are A LOT of features I’m not mentioning, just check it out yourself.  There’s a 30 day free trial (no CC needed) and STL community members get 20% off for life.

Recommended CRM’s:


For the internet life insurance agent in their first few years of business where they’re getting less than 200 leads/mo., we recommend RadiusBob.

A lot of 6 figure producing, 100% online and over the phone life insurance agents in our community use this CRM to power their sales.  Community members get a 20% discount.

For the internet life insurance agent or agency that’s receiving over 200 internet leads/mo, VanillaSoft is the best we’ve seen.  Check out their demo here.  If you’re not at that lead volume, start with a less robust (and cheaper) CRM and it’s EASY to transfer your data over.

We recommend it because it’s a high velocity CRM that will make you a lot more efficient with bulk leads. No contracts, click to call, call recording, fully customizable, lead prioritization (game changer), smart scripting.

One more thing, if you join our community, we’ll copy our exact customizations with all our automated workflows to your VanillaSoft CRM that you’ll own 100%.  Get a free 30 day trial here.


Recommended Website Hosting

We host all of our websites on WPEngine (including this one).  It’s the fastest, most secure and most reliable WordPress hosting we’ve come across.  It’s got great support as well.   It’s on the high side for cost at $29/mo, but for anyone serious about their website, it’s worth every penny.


Email Marketing


If you’re subscribed to our email list, Active Campaign is who we use and we’re 100% committed to it.  We’ve tried Infusionsoft, Mail Chimp, AWeber and Constant Contact and Active Campaign is hands down the most feature rich, cost effective email marketing solution.  We input ALL of our life insurance agency clients in here to market to them.

We have our clients on different lists:  (1) Fully Underwritten Term, (2) Non-Med Term, (3) Graded or Guaranteed Issue (4) Declined or Postponed (5) Quoted but no response.  This allows us to be laser targeted on our emails to our clients.