Infinite banking is a powerful financial strategy, but finding the right clients can be a challenge. Whether you’re new to selling participating whole life policies for debt elimination or have been in the game for a while, you need a steady flow of high-quality infinite banking leads to grow your business.
In a recent Agent CRM training call, Alex Branning shared actionable tips to help agents generate infinite banking leads efficiently. He also worked with insurance agent Cassandra R. Outlaw, MBA, who offers participating whole life policies for debt elimination, to fine-tune her marketing approach.
Let’s break down Alex’s best strategies for attracting and converting infinite banking leads!
🎯 Step 1: Understand Your Ideal Infinite Banking Client
Not everyone is a good fit for infinite banking. To attract qualified leads, start by identifying who benefits most from this strategy.
🔹 Entrepreneurs & Business Owners – They want tax-free wealth growth and liquidity.
🔹 High-Income Earners – They need better wealth-building options than traditional banking.
🔹 Families Focused on Legacy Planning – They want financial security and debt elimination.
🔹 Debt-Conscious Consumers – They need a structured way to get out of debt while building wealth.
📌 Example: Cassandra specializes in participating whole life policies for debt elimination—meaning she should target individuals struggling with high-interest debt but eager to build wealth.
📢 Step 2: Use High-Intent Lead Generation Ads
One of the fastest ways to attract quality infinite banking leads is through Facebook & Instagram ads.
💡 Pro Tip: Use Agent CRM’s AdBase platform to launch high-intent life insurance ads.
🚀 How to Set Up Your Ads:
✅ Use Clear Messaging – Avoid jargon! Instead of “infinite banking,” try “A Smarter Way to Eliminate Debt While Building Wealth.”
✅ Target the Right Audience – Business owners, families with debt, and high-income professionals.
✅ Use Attention-Grabbing Media – Agent CRM provides tested ad graphics that drive conversions.
📌 Cassandra’s Strategy: Modify a life insurance ad inside AdBase to focus on debt elimination through participating whole life policies.
🎁 Step 3: Use a Giveaway Funnel for Infinite Banking Leads
Some leads aren’t ready to commit—but they might be willing to engage in a conversation. That’s where a Giveaway Funnel works brilliantly.
📌 How It Works:
1️⃣ Run a giveaway ad for a popular prize (ex: $50 Amazon gift card).
2️⃣ Require an opt-in (name, email, phone number).
3️⃣ Ask qualifying questions to identify potential infinite banking leads.
4️⃣ Follow up with a strategic sales approach.
🔥 Why This Works for Infinite Banking: The Giveaway Funnel creates a natural conversation starter—giving you the chance to introduce infinite banking without a hard sell.
📌 Cassandra’s Strategy: Combine a Giveaway Funnel with high-intent ads to generate both high-quality leads and high-volume leads.
📞 Step 4: Automate Your Follow-Ups with Agent CRM
Most agents lose leads because they fail to follow up consistently. Agent CRM eliminates this problem with automation.
🔹 New leads get an immediate text & email (reduces no-shows).
🔹 Missed calls trigger an automated text (keeps leads engaged).
🔹 Cold leads enter a long-term nurture campaign (so they don’t forget you).
📌 Cassandra’s Strategy: Use Agent CRM’s long-term nurture workflow to keep debt-conscious leads engaged until they’re ready to take action.
📊 Step 5: Improve Infinite Banking Leads with a Custom Question
If you’re getting low-intent leads, you may need to add a custom question to your lead form.
💡 Pro Tip: Add a question like: “What is your #1 financial goal right now?”
✅ If they say “eliminate debt”, they’re a strong infinite banking lead.
✅ If they say “grow wealth”, they might need more education first.
✅ If they say “not sure”, they’re not ready yet—but should go into a long-term nurture sequence.
📌 Cassandra’s Strategy: Add a custom financial goal question to improve lead quality & refine targeting.
🚀 Take Action: Generate Infinite Banking Leads Today!
Infinite banking is an incredible financial strategy, but only if the right people know about it!
If you want to:
✅ Attract high-quality infinite banking leads
✅ Run targeted Facebook & Instagram ads
✅ Automate follow-ups so leads don’t slip through the cracks
🎯 Agent CRM has everything you need!
👉 Start your 14-day free trial today and see the difference!
