Here's How to Become Your Own Lead Vendor
Learn the exact system we use every day to help life insurance agents write $10,000+ in AP weekly,
while generating exclusive leads for less than $10 each.
Trusted by agents across leading IMOs and agencies
Every module. Every video. Every template.
Learn the exact playbook we use to generate qualified leads under $10 each, with step-by-step training, ready-to-use templates, AI tools, and full CRM access.
01Introduction to the Online Course
1 video1 lesson inside, click to expand
Introduction to the Online Course
1 video1 lesson inside, click to expand
- Welcome, what to expect and how to get the most out of the program.
02Disclaimer
1 video1 lesson inside, click to expand
Disclaimer
1 video1 lesson inside, click to expand
- Compliance, realistic expectations and what the system is (and isn't).
03Lead Generation: Our Approach
1 video1 lesson inside, click to expand
Lead Generation: Our Approach
1 video1 lesson inside, click to expand
- The Lead Factory philosophy. Why ‘own the system' beats ‘buy the lead', every time.
04Meta Ads: The Fundamentals
7 videos7 lessons inside, click to expand
Meta Ads: The Fundamentals
7 videos7 lessons inside, click to expand
- Create your Facebook Page
- Set up your Business Portfolio
- Connect your page
- Connect Instagram (optional)
- Set up your Ad Manager + Quick Tour
- Set up your Payment Method
- How spending works on Meta
05Introduction to Canva & MidJourney
2 videos2 lessons inside, click to expand
Introduction to Canva & MidJourney
2 videos2 lessons inside, click to expand
- What is MidJourney and how to use it for ad creatives
- What is Canva and how to assemble winning ads
06Introduction to GuizmoGPT
1 video1 lesson inside, click to expand
Introduction to GuizmoGPT
1 video1 lesson inside, click to expand
- Your AI sales co-pilot, generate call briefs, scripts and objection handlers on demand.
07Ad Library
Library1 lesson inside, click to expand
Ad Library
Library1 lesson inside, click to expand
- Plug-and-play templates: ads, videos, articles and scripts, for every policy type we cover.
08Pre Campaign Creation
2 videos2 lessons inside, click to expand
Pre Campaign Creation
2 videos2 lessons inside, click to expand
- Set up your calendar (so leads can self-book)
- Create your pre-qualifying article
09Campaign Creation
6 videos6 lessons inside, click to expand
Campaign Creation
6 videos6 lessons inside, click to expand
- Create & launch your ad campaign (with checklist)
- How to use Conditional Logic
- How to read results and edit campaigns (on/off/pause)
- What & how to optimize, ad rules and when to kill ads
- How to know if it's working vs. when it's not
- Switching campaigns on/off + booking a 1:1 consultation if you get stuck
10Set Up Your Delivery
1 video1 lesson inside, click to expand
Set Up Your Delivery
1 video1 lesson inside, click to expand
- Where leads land, notifications, and how to never miss one.
11Assistance After the Lead Comes In
Written2 lessons inside, click to expand
Assistance After the Lead Comes In
Written2 lessons inside, click to expand
- Guide: how to work these leads
- Scripts: openings, qualifying questions, closes
Bonus: full Ad Library, ready to launch ads, videos and articles for Final Expense, IUL, Annuities and Debt Elimination. Updated for life.
Own the system. Own your future.
Most agents make back the one-time fee in their first 30-45 days of campaigns.
Generate 30 exclusive leads / week
That's 120 leads per month.
- Avg. cost per leadUnder $10
- Weekly cost~$300
- Monthly cost~$1,200
Purchase 30 leads / week
Also 120 leads per month.
- Avg. cost per lead~$30
- Weekly cost~$900
- Monthly cost~$3,600
By generating your own leads, you save over $2,400 every month, while receiving exclusive leads instead of relying on a third-party vendor.
Lead: Maria, 58, homeowner.
Hook: Mortgage protection + Final Expense bundle.
"Hi Maria, this is [Agent] following up on the questionnaire you filled out…"
Real agents. Real campaigns. Real policies written.
Used every day by agents across the U.S. to write more policies in less time while dramatically reducing their lead costs.
(formerly Knowledge Tree Solutions)
"See how our partner agencies are thriving with this system"
"I thought I was going to be challenged setting up my system, but they held my hand from A to Z"
"In terms of leads, their Online Course was my best investment this year"
"People knew who I was and were expecting my calls"
"I'm getting quality leads because these people are not bamboozled"
"I closed 4 out of the first 9 leads I generated"
Straight from agents using this exact system
Unfiltered messages from agents running the same playbook taught in the online-course.
A complete Lead Factory, not another course.
Everything you need to run your own client acquisition engine, the templates, tools, training, and CRM access.
Build a Lead Factory, not a funnel
One system that pumps out leads on demand across multiple insurance niches, not a one off campaign.
AI does the heavy lifting
GuizmoGPT, MidJourney and Canva replace the copywriter, designer and marketer you'd normally have to hire.
$10 leads, not $40 lead vendor scraps
Run ads on Meta at cost. The same lead a vendor sells you for $40+, you generate yourself for ~$10.
One time fee. Lifetime access.
Buy once, keep forever. Every update, every new template, every new campaign, included for life.
The exact tools the industry leaders use.
Two of them are built by us. The rest, you’ll be using like a pro by the end of the course.
SurveyGuizmo
Built-in CRMPre-qualify leads, manage your pipeline, run surveys and book calls, all-in-one place.
GuizmoGPT
AI sales co-pilotOne click on any lead and you get a tailored call brief: script, objections and closing.
MidJourney
AI imageryGenerate scroll-stopping ad creatives in seconds, no designer, no stock photos.
Canva
Design & videoAssemble static, video and story ads from our templates, drag, drop, publish.
Meta Ads
Facebook + InstagramFeed, Stories, Reels, we teach every placement and what actually converts for insurance.
Plus: every Meta placement covered, Feed, Reels, Stories and more.
Your AI sales co-pilot, trained for insurance calls.
One click on any lead and GuizmoGPT writes you a tailored call brief, summary, opening script, objections and closing, built from the answers that lead gave you.
Included with the online-course · runs inside your SurveyGuizmo CRM.
Personalized opening script
Generated from each lead's exact survey answers, never generic.
Objection handling on tap
Pre-written responses to the objections this lead is most likely to raise.
Closing script & next step
Move every call toward the appointment with confidence, no improv required.
55-year old homeowner concerned about leaving debt to her family. Mortgage of $180k, two adult kids. Open to Final Expense + Mortgage Protection bundle.
"Hi Maria, this is [Agent] following up on the questionnaire you filled out. You mentioned protecting your family from the mortgage, I have a quick way we can map that out together…"
Templates for every policy. Plus the skill to create your own.
Start with our battle-tested ad templates, surveys, articles and scripts. Then learn, step-by-step, how to spin up brand new creatives with AI for any policy you sell.
Final Expense
Video & static ads, articles, qualifying surveys and call scripts.
IUL
Ad creatives + financial fit surveys tuned for higher net worth households.
Annuities
Retirement focused funnels with pre-built articles and discovery questions.
Debt Elimination
Pain point ad templates + scripts that lead naturally into life insurance.
Create your own ads with AI
We teach you to generate fresh creatives with MidJourney + Canva, no designer, no stock photos.
Spin up new articles & scripts
Use our GuizmoGPT prompts to write pre-qualifying articles, surveys and call scripts in minutes.
A skill you keep for life
Once you master the system, you can generate leads for any policy, any niche, Mortgage Protection, Medicare, ACA and beyond.
One system. Many niches. Lifetime updates.
Some of the templates we provide
Plug-and-play feed ads, story ads and full articles, the same creatives that have driven $10,000+ winning campaigns. Load them up, swap your branding, launch.
Feed Ad Templates
Story Ad Templates
Custom Article Templates
Every template is yours to use, customize and re launch, for life.
Built for agents, not marketers.
Leads coming in by day 1
The goal of the online-course: have your first campaign live and leads dropping in as soon as you finish setup.
Templates + how to make your own
Plug-and-play ad templates, video scripts and articles, plus the exact process to create new ones with AI.
Checklists at every step
Nothing is left to guesswork. Follow the checklist, launch, optimize, repeat.
Built by the team behind LeadGuizmo
Same playbook our industry leaders use, taught directly by the team running their campaigns.
Works for multiple policies
Final Expense, IUL, Annuities, Debt Elimination, Mortgage Protection, one system, many niches.
No employees, no agency, no guessing
AI does the copy, the design and the heavy thinking. You stay in control of your business.
It's good to disqualify. Better to avoid them entirely.
You'll learn how to use advanced conditional logic inside your surveys so unqualified prospects never reach you. Every lead that lands on your calendar matches your exact criteria.
Keeps leads engaged
Guides prospects until they book or confirm they're ready for a call.
Creates urgency
Shows the risks of being uninsured and why talking to an agent now is critical.
Filters out tire kickers
Removes unqualified or non-serious leads before they ever reach you.
Sets clear expectations
Leads know it's about life insurance, understand the cost, and feel urgency.
Builds commitment
Prepares prospects to answer the call and talk with you.
Delivers high intent leads
You focus only on people ready to move forward.
SurveyGuizmo
Every student gets access to SurveyGuizmo, the all-in-one CRM for managing your life insurance leads, with integrated surveys, chats and calls.
Book appointments and run follow-ups on autopilot.
Your CRM, calendar and email workflows live in one place. Leads schedule themselves with people who actually want to talk, and automated emails keep every conversation moving without you lifting a finger.
Included with the online-course · runs inside your SurveyGuizmo CRM.
Built-in calendar
Qualified leads self-book straight into your calendar, no back-and-forth, no missed slots.
Emails & reminders
Send confirmations, reminders and follow-ups automatically, keep every appointment top of mind.
Drag and drop workflows
Trigger sequences when a lead books, no shows or replies. Set it once, let it run forever.
And there's more
Extra resources you unlock the moment you enroll.
FCC 1-to-1 Consent
You'll learn our transparent, education-first process, keeping every campaign you launch fully compliant.
Follow-Up Calls
Set up automatic follow-up schedules so every lead gets contacted at the right time, without lifting a finger.
TCPA Compliant
We give you the resources to stay TCPA compliant and update them every month. Most vendor forms are NOT compliant.
CRM Integration
Access to SurveyGuizmo, the all-in-one CRM to manage your life insurance leads with integrated surveys, chats and calls.
Who Can Benefit from This Online Course?
Built for agents and agencies who want to own their lead flow.
Life Insurance Agents
This isn't about copying what everyone else is doing, it's about getting ahead of the curve with smarter marketing and smarter conversations. You learn how to build a steady flow of handpicked, pre-qualified leads that match your ideal client.
Life Insurance Agencies
Building a team or running an established agency? Train your agents on the same client acquisition engine we use as industry leaders, and scale sustainably, whether you have 3 agents or 300.
One payment. A lifetime of leads.
No subscription. No upsells. No "limited access" tier. Buy once, own it forever.
Online Course
The Plug and Play System
Everything you get
- Full video curriculum (every module above)
- Plug-and-play Ad Library (videos, statics, articles)
- GuizmoGPT access for AI call briefs
- Templates for Final Expense, IUL, Annuities & Debt Elimination
- Step by step checklists for every campaign
- Written guides & sales scripts for working leads
- Lifetime updates, new templates & modules included
- Option to book a 1:1 consultation if you get stuck
Quick math: at $50/day on Meta → ~5 leads/day → 150 exclusive leads/month for $1,500. The same volume from a lead vendor would cost $4,500, $9,000.
See inside the online-course · No pressure
Run it yourself, or have us run it for you.
Both paths end the same way: you stop buying leads. Pick the one that fits where you are right now.
DIY · Online Course
For agents who want to own the system.
$1,099 one-time
- You run your own ads on Meta (~$10/lead)
- Full online course + templates + lifetime updates
- Optional 1:1 consultation when you need it
- Perfect entry point, most upgrade to the Pro plan later
LeadGuizmo Pro Plan
For agents who'd rather we run everything.
$999/mo
- We build, launch & manage every campaign
- Includes SurveyGuizmo CRM, GuizmoGPT & SmarTag™
- Dedicated team handles creatives & optimization
- Ready to scale without lifting a finger
Either way: we're not a lead vendor. We help you stop being one's customer.
Getting Started Is Easy
You're just one step away from booking the appointments you've been looking for.
Schedule a Quick Demo
Want to see how everything works first? Book a quick demo and we'll walk you through the platform, answer your questions, and show you how it can help grow your business.
Create Your Account
Sign up in just a few minutes to unlock full access to your dashboard, online course and all available resources so you can start right away.
Instant Setup
You'll get immediate access to the course portal, templates, and CRM. Follow the step-by-step checklist to go from login to your first campaign in no time.
Go Live & Automate
Your first campaign can be live the same day you finish setup. Once launched, your system begins generating and delivering leads automatically.
Behind every lead, is a team that cares.
Meet Our Founder
Abe Dinah
Founder of LeadGuizmo
"Everything we build is based on real-world experience working closely with life insurance professionals and agencies."Schedule a Call
Stay Connected on Instagram
Behind the scenes, client wins, and tips, follow @leadguizmo for daily insights.
300+
Agents Served
Daily
Content
Real
Results
Questions, answered.
Is this just a Facebook Ads course?
No. Facebook is the placement, the real product is the Lead Factory system: AI creatives, pre-qualifying surveys, CRM, scripts and the exact playbook our industry leaders use. You learn to run the entire engine yourself.
Do I really get lifetime access?
Yes. One payment of $1,099 unlocks every module, every template and every future update.
How fast can I get my first lead?
The online-course is built so you can have your first campaign live by the time you finish setup, leads typically start dropping in the same day the campaign goes live.
What policies does it work for?
Final Expense, IUL, Annuities, Debt Elimination, plus the same framework works for Mortgage Protection, Medicare, ACA and Retirement once you know the system.
What if I'm not technical?
That's exactly who this is built for. We walk you through every click, give you templates to start from, and you can book a consultation call if you get stuck on a campaign.
How much time do I need to complete the course?
Most agents go through the core modules in 2-3 focused sessions and have their first campaign live within a few days. You can move at your own pace, and the checklists mean you never wonder what to do next.
What does the $1,099 include, and what doesn't it?
The course fee includes lifetime access to all modules, templates, scripts, AI tool training and future updates. It does not include your Meta ad spend or optional third party tools, but we show you exactly how to run everything with minimal software costs.
Do I need a website or funnel to make this work?
No. The system uses a pre-qualifying article and built-in CRM instead of a traditional website. Everything you need is included in the course, you won't need to hire a web developer.
What if I get stuck or need feedback?
You're not left alone. Every module has a clear checklist, and you can book a 1:1 consultation call to review your campaign, fix an issue or get feedback before you go live.
How much ad budget do I need to start?
You can start testing with as little as $10, $20/day on Meta. We teach you how to read the data, kill losing ads quickly, and scale only what works, so you stay in control of your spend.
Do I need any experience with Facebook or Instagram ads?
No experience needed. We start from the very first click: setting up your Business Portfolio, connecting your page, creating your Ad Manager account and launching your first campaign.
Can I use this for my agency or train my team?
Yes. One purchase covers you and your internal team. You can build the same lead generation system for multiple agents under your agency, and the templates are reusable across different policies.
Is this compliant with FCC 1-to-1 consent rules?
Yes. The system is built with compliant consent capture built-in. We include the right language, the right opt-in flow and the right record-keeping so you can contact leads with confidence.
What happens right after I purchase?
You receive instant access to the course portal, all templates and the CRM. You can start the first module immediately, and the step-by-step checklists guide you from login to live campaign.
Become your own lead vendor.
See exactly what's inside the online-course and what your first campaign would look like.
Schedule Your Quick DemoOne time fee · Lifetime access · Final Expense · IUL · Annuities · Debt Elimination