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VERTICAL VISION™   |   EXPLORE

Lead Generation

Climb Higher with Every Lead

Stop chasing. Start connecting. With exclusive, real-time annuity leads, you’re not making cold calls—you’re reaching prospects already on the trail.

We Clear the Trail
So You Can Climb Faster

There’s a big difference between wandering through cold leads and following a mapped-out route. Here’s why top agents trust our system to help them summit faster:

Guided by Real Intent
Every lead comes through education-driven funnels—not gimmicks or giveaways.

100% Exclusive Territory
No bid wars. No lead-sharing. You own your trail.

Delivered in Real-Time
Fresh, fast, and live—like a signal from basecamp right when you need it.

Pre-Screened Climbers
Only serious prospects—filtered for age, assets, and interest in protected retirement income strategies.

The Climb – How It Works

Trailhead Targeting

We attract retirees (ages 60–80+) through targeted annuity education campaigns. Not bait-and-switch offers.

Basecamp Filtering

Only qualified, interested prospects make it through.

No wasted effort.

Instant Gear Drop
Summit Support Tools

You get name, number, email, and how they entered the path in real time.

Scripts, templates, and follow-up resources—all ready for your climb!

Trail Talk from Agents Who’ve Reached New Heights

“These leads were like switchbacks on a steep hill—suddenly the path made sense. I closed $475k in premium my first month.”
~ Jared M., FL ~

One Case. One Climb. Big Payoff.
Let’s Break It Down:

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These results are based on average cases. Individual results may vary.

Dot Waves

Your peak is waiting. Are you ready to climb?

Make it today.
866-984-1585
The only thing between you and your next big case… is one call.

Vertical Vision Financial Marketing, LLC
60 Chastain Center Blvd., Suite 64A  •  Kennesaw, GA 30144

Toll-Free: 866-984-1585

Email: marketing@v2fm.com

Clicking third-party links will open a new tab and will take you away from Vertical Vision Financial Marketing, LLC. Vertical Vision Financial Marketing does not control the linked sites’ content or link.

Vertical Vision™ Financial Marketing is not affiliated with Steve Smith, Smith Gillis Financial, or COFE (Council of Financial Educators) nor do we guarantee the accuracy or quality of their services.  Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and should follow the applicable state requirements and approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

This content is for general educational purposes only. It is not, however, intended to provide fiduciary, tax or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Vertical Vision Financial Marketing, affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to social security or Medicare. Clients are encouraged to consult their tax advisor or attorney or Social Security Administration (SSA) office for their particular situation

Not affiliated with the United States government or the federal Medicare program.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future success. Testimonials were not paid for.

 

Financial professionals should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, or marketing materials of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.

No portion of this site may be copied or reproduced without being given express written permission.

This website is intended for insurance-licensed financial professionals – not for use with the general public.

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