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 using our advanced conditional logic. 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
Inside the article, prospects are further educated, understand the urgency, and can proactively schedule a call, adding an extra layer of qualification.
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
Effective Date: 17/02/2026Guizmo Solutions ("we", "us", or "our").SurveyGuizmo & LeadGuizmo are operated by Guizmo Solutions.This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://guizmosolutions.com
(the "Website") and use our services.By using our Website or services, you agree to the terms outlined below.1. Information We CollectWe may collect the following types of information:a) Personal InformationName
Email address
Phone number
Billing information
Account login credentialsb) Business & CRM DataIf you use SurveyGuizmo’s CRM and automation tools, we may process:Contact records
Lead data
Communication logs
Survey responses
Appointment dataThis data is processed on your behalf as part of providing the service.c) Technical DataIP address
Browser type
Device information
Usage analytics
Cookies and tracking data2. How We Use Your InformationWe use collected information to:Provide and maintain our SaaS services
Process transactions
Improve platform performance
Communicate with you
Provide customer support
Ensure security and prevent fraud
Comply with legal obligations
We do not sell your personal information.3. Payment ProcessingAll payments on Guizmo Solutions are processed securely by our Merchant of Record.When making a purchase, your billing information is collected and processed directly by Paddle in accordance with their Privacy Policy. We do not store full payment card details on our servers.4. Data Processing & Your RoleIf you use Guizmo Solutions to collect or manage contact data:You act as the Data Controller of your client/lead data.
Guizmo Solutions acts as a Data Processor.You are responsible for ensuring you have the legal right to collect and process the data you upload into the system.5. Cookies & Tracking TechnologiesWe may use cookies and similar tracking technologies to:Enhance user experience
Analyze usage trends
Improve marketing performance
You can modify your browser settings to decline cookies.6. Data SecurityWe implement reasonable administrative, technical, and organizational measures to protect your data.However, no system is 100% secure, and we cannot guarantee absolute security.7. Data RetentionWe retain personal data:For as long as your account is active
As required to provide services
As necessary to comply with legal obligationsYou may request account deletion at any time.8. Your RightsDepending on your location, you may have rights including:Access to your personal data
Correction of inaccurate data
Deletion of your data
Restriction of processing
Data portability
Withdrawal of consentTo exercise these rights, contact us at the email below.9. International Data TransfersYour information may be processed in countries outside of your jurisdiction. By using our services, you consent to such transfers where legally permitted.10. Third-Party ServicesGuizmo Solutions may integrate with third-party services (e.g., email providers, payment processors, advertising platforms). We are not responsible for the privacy practices of third parties.We encourage you to review their respective policies.11. Children’s PrivacyGuizmo Solutions is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.12. Changes to This PolicyWe may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.Continued use of the Website constitutes acceptance of the updated policy.13. Contact UsIf you have any questions regarding this Privacy Policy, you may contact:Guizmo Solutions
Email: [email protected]
Guizmo Solutions’ Website: https://guizmosolutions.com
LeadGuizmo’s Website: https://leadguizmo.com
SurveyGuizmo Website: https://app.surveyguizmo.com
© 2026 LeadGuizmo, a GuizmoSolutions brand. All rights reserved.