Final Expense agents are already using our system to write $10,000+ in Annual Premium weekly.
Our custom-built system pre-qualifies prospects, schedules calls, tracks your results, and brings you more clients like them.
To be clear, we are not a lead vendor.
We build a fully customized Final Expense client-acquisition system from scratch, designed exclusively for you and your agency.
We collaborate closely with:
HOW IT WORKS in 6 steps.
Not a generic funnel. A custom-built client acquisition system that actually works.
1. They see a clear ad
We run straightforward ads that attract attention and set clear expectations from the start.
2. Smart Pre-Qualification
We pre-qualify every prospect through a structured questionnaire. We also ensure they understand that a consultation is required, anyone unwilling to book or attend a consultation is filtered out, so you only receive serious prospects.
3. LEADS ARE CAPTURED INSTANTLY
Once completed, leads are instantly sent to you via email or directly into our built-in CRM, SurveyGuizmo, so you can act fast.
4. Your custom-built article
After submitting their information, prospects are sent to your personalized article, created specifically for your agency to strengthen trust and authority.
5. Built-In Appointment Booking
If not closed on first contact, the lead enters an automated Email/SMS drip, staying engaged until you close the sale.
6. We activate our SmarTag™ system
We activate our SmarTag™ tracking system to monitor which leads you close. As you work through each batch, our AI learns your ideal client profile and delivers more prospects like them.
7. Fully Personalized Campaigns
Every campaign is uniquely built. Our mission is to help each agent or agency stand out in their own way, not blend in with the market.
Check Out Some of Our $10,000+ Winning Campaigns
Feeds, stories, videos, you name it.
Articles Built Around Your Agency
It’s Good to Disqualify, Better to Avoid Them Entirely.
With our advanced conditional logic, unqualified prospects never reach you. You only receive leads who match your exact criteria, so every conversation counts.
How Our Custom-Built System Works for You
Imagine a system that doesn’t just collect information, but adapts the conversation to each person, making it personal, relevant, and showing them why they need you.
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.
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.
Need help deciding?
BOOK Your Discovery CALL.
Book your Discovery Session with us. We’ll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get started.
LeadGuizmo (formerly Knowledge Tree)
What our agents are saying.
320+ agents used our system in 2024 to connect with higher-intent buyers and close more policies.
Let’s Find the Right Plan for You.
The most cost-effective program available, with every lead perfectly optimized by our SmartTag™ system.
Our Guarantees.
Because your peace of mind matters as much as your results.
You’re Fully Protected.
Every lead, every campaign, every time, our guarantees are here to make sure you get results without the risk.
And There’s More.
Added features built with your success in mind.
FCC 1to1
Consent
Rather than having our agents only gather information from prospects, which will soon be noncompliant. We use a transparent process focused on education.
Follow-Up
Calls
Automatically schedule follow-up calls with every lead on a custom schedule to make sure that your team gets them on the phone and closes the deal.
TCPA
Compliant
We provide you resources that comply with TCPA regulations and update them every month. Most vendor forms are NOT compliant. BE CAREFUL!
CRM Integration
Get access to SurveyGuizmo, the all-in-one CRM that helps you manage your life insurance leads, featuring integrated surveys, chats and calls.
Who Can Benefit from This Program?
Made for Agents & Agencies who want results.
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. With our SmarTag™ System, you don’t just get leads, you get a consistent flow of handpicked opportunities that match your ideal client.
Life insurance agencies.
If you're building a team or managing an established agency, we equip you with a customized client-acquisition engine to help you scale without the stress. Whether you have 3 agents or 300, our system is designed to support sustainable growth at every stage.
What's Inside?
Quick Summary
SmarTag™: Our closing algorithm
As you work through each batch, our AI learns your ideal client profile and delivers more prospects like them.
High-Performance Ad Creation
We create your ads in every effective format, feed, stories, video, and more, ensuring maximum visibility and engagement across platforms.
Persuasive Ad Copywriting
Your ad wording is strategically written to speak directly to your ideal audience and position you as the solution.
Exclusive, Qualified Leads
Every lead is yours alone, no sharing, no competition.
100% Exclusive Campaigns
Each campaign includes tailored resources designed specifically for you, your team, or your agency, reinforcing credibility and pre-framing the consultation.
strong online presence
We create and structure your Facebook page properly so your brand looks professional, trustworthy, and ready to convert.
Affordable & Effective
High-quality leads without breaking your budget.
Strategic Onboarding
We gather all the necessary information about you, your agency and your goals so we can build a fully customized system from scratch.
We Handle Everything
We manage your campaigns month after month, optimize performance, and launch new ads every 14 days to keep results fresh and improving.
Instant Delivery
Get leads in real time, ready to call immediately.
Getting Started Is Easy.
You’re just one call away from getting the appointments you’ve always wanted.
Book your Discovery Call: We’ll walk you through our program, pricing, and answer all your questions.
Enroll & Launch: If we’re a good fit, we’ll get you enrolled and start building your tailored system.
Delivery: Your exclusive leads are delivered, and appointments are booked directly into your calendar.
More Results: Our closing algorithm, SmarTag™, ensures more clients just like the ones you successfully converted.
Behind every lead, is a team that cares.
Meet our founder.
Founder of LeadGuizmo
Abe Dinah
"Everything we build is based on real-world experience working closely with life insurance professionals and agencies."
Frequently Asked Questions.
What type of leads can I get? Our Program is available for Final Expense, IUL, Annuity, and more.
Is there a contract? No, you can cancel your subscription at any time.
Do I have to write the article and wording? No! We handle everything. We provide all the resources & templates you need to succeed, including Ad videos, articles, Ad Copies, scripts and more.
Do I receive my leads instantly? Yes! You receive the leads instantly after your prospects complete the process. Our leads are instant leads. As you receive your leads, our appointment setters will be scheduling your calls.
Can I add my website to the process? We do not recommend implementing your website as websites are for educational purposes and not lead generation. Our persuasive funnel converts the leads when a Website distracts them, and they tend to not submit their information. However, at the end of our qualification process, we can seamlessly redirect the prospect to your website
Can I integrate my CRM in your proven method? Yes you can! Our team will assist you in implementing your CRM in our proven method.
Can I target multiple states? Absolutely! Our program is designed to generate statewide leads, allowing you to target one or multiple states. We can also refine your audience by age groups and other key demographics.
Can I choose the age group? Yes, you can choose the age group that suits you.
SurveyGuizmo
Our Built-In CRM
All-In-One CRM for managing your life insurance leads, featuring integrated surveys, chats and calls.
LeadGuizmo
BOOK Your Discovery CALL.
Book your Discovery Session with us. We’ll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get started.
© 2026 LeadGuizmo, a GuizmoSolutions brand. All rights reserved.
LeadGuizmo
Privacy Policy
1. IntroductionHandling your data transparently, securely, and responsibly.
Ensuring you remain in control of your Personal Data.At LeadGuizmo, we are committed to:This Privacy Policy is intended to inform individuals (hereinafter “You” or “Your”) about how LeadGuizmo collects, uses, and shares Personal Data through its website leadguizmo.com and related services, as well as your rights regarding this data.
We implement appropriate measures to ensure the confidentiality, security, and proper handling of Personal Data.
LeadGuizmo, a brand of GuizmoSolutions, values your privacy and is committed to protecting your personal data (hereinafter “Personal Data”).2. Data ControllerLeadGuizmo, a brand of GuizmoSolutions, is the data controller responsible for the processing of Personal Data collected through its website and services, including:Lead generation and prospecting.
Managing discovery call requests.
Managing client records.
Processing online payments.Contact:LeadGuizmo Team
[email protected]3. Data Protection Officer (DPO)Our Data Protection Officer (DPO) can answer questions and help you exercise your rights regarding your Personal Data:
Email: [email protected]4. Data Collection & SourcesLeadGuizmo collects Personal Data that you provide directly, such as when:You submit a lead form on our website.
You request a quote or consultation.
You register for services or communications.We process Personal Data only for the purposes outlined at the time of collection, in compliance with applicable laws.5. Purposes and Legal Basis for ProcessingWe process Personal Data for the following purposes:5.1 Lead Generation and ProspectingPurpose:To contact you regarding our services, promotions, or newsletters.Legal Basis:Your consent, which you can withdraw at any time
Legitimate interest for business communications.How to withdraw consent:Click “unsubscribe” in newsletters
Email us at [email protected]5.2 Client Record ManagementPurpose:Manage contracts, billing, and customer support.
Organize client files and communications.Legal Basis:Execution of a contract with you5.3 Online Payment ProcessingPurpose:Billing and payment management for services purchasedLegal Basis:Execution of a contract with you.6. Types of Data Collected6.1 For Leads and ProspectsName, email, phone number.
Business information (if applicable).
Information about your inquiry or request.6.2 For ClientsName and contact details.
Payment and billing information.
Service or product purchase history.7. Data SharingYour Personal Data may be shared with:Authorized personnel at *LeadGuizmo/GuizmoSolutions.
Service providers for payment processing (e.g., Stripe).
Hosting and cloud providers (e.g., Google Cloud).
Legal authorities if required by law.We do not sell or rent your Personal Data.8. International TransfersIf your Personal Data is transferred outside the U.S., we ensure adequate protections are in place. You can request information about these safeguards by contacting our DPO.9. Your RightsYou may exercise the following rights:Access your Personal Data.
Correct inaccurate or incomplete data.
Request deletion of your data (with exceptions for legal obligations).
Object to marketing communications.
Limit processing under certain conditions.
To exercise your rights, contact [email protected].10. Cookies and TrackingWe use cookies to improve our website and services. You may manage your cookie preferences in your browser, but some features may not function fully if cookies are disabled.11. MinorsOur website and services are not directed to minors under 13. We do not knowingly collect Personal Data from children under 13.12. SecurityWe implement technical and organizational measures to protect your Personal Data from unauthorized access, alteration, disclosure, or destruction.13. Policy UpdatesWe may update this Privacy Policy to comply with laws or improve our practices. Updates will be posted on our website with a revised “Last Updated” date.14. Governing LawThis Privacy Policy is governed by the laws of the R-O-M.
© 2026 LeadGuizmo, a GuizmoSolutions brand. All rights reserved.