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Annuity Catalog of Leads Check out our Video Series at: leadconcepts.com/videos Direct Mail Marketing That Gets Results

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Page 1: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

AnnuityCatalog of Leads

Check out

our Video Series at:

leadconcepts.com/videos

Direct Mail Marketing That Gets Results

Page 2: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

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Lead Concepts, Inc. was founded in 1991 with the mission to provide our customers with the best service and products to grow their business. Our experience and longevity in the lead generation industry is what sets us apart from our competition. We began in a 3,000 sq. ft. office space and have since grown into our own 35,000 sq. ft. industrial building. Our equipment has expanded from simple one-color printing presses to multi-color presses, in both digital and offset formats, as well as machines for inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our quality is second to none.

Lead Concepts, Inc. keeps a long-term database of mail pieces, response rates, and demographics that provide reporting capabilities to demonstrate the best leads, targeted areas, and responder data. Our customers can rely on us to provide accurate and up-to-date information prior to their mailing to better anticipate their response. We know how our leads should perform and we stand behind our products.

To deliver our data to our customers, Lead Concepts, Inc. provides customer access to a customized lead delivery portal; this allows our customers a real-time view of their responses. The system displays the scanned returned mailers along with the recorded data about the prospect. This system can be used to internally manage leads as well as to export to an individual agent or company’s existing CRM. We also offer customization and automation so that these transitions can be seamless and offer the fastest and most effortless boost to the business.

After 25 years of business, we are well-informed about our customers’ unique business needs. From state compliance regulations to CMS guidelines, we have experience in how the industry regulators examine advertising. These details help our customers know that when they are mailing with Lead Concepts, they are using a successful, full-service operation to meet their needs.

About Lead Concepts, INC

LEADCONCEPTS.COM

11

About Lead Concepts, INC

1

Page 3: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

1

25 years of experience = proven results

Once the leads are mailed back our team scans them into our system. The scanned images are then emailed to the client and placed in client portal. Each client is supplied with a login and password for their portal. The portal is custom to each client and gives them the ability to:

PRODUCTS & SERVICES

LEADCONCEPTS.COM

Lead Generation Funeral Homes

Real Estate

Agent Recruiting

List Generation

Custom Designed Mailers

Every Door Direct Mail

Personalized Promotional Products

Trade Show Display Products

Graphic Design

Online Portal Access

• Medicare Related Coverage• Final Expense• Mortgage Protection• Long Term Care• Annuities• Seminars / Optional Telephone

Reservation Service• Reverse Mortgage• Required Minimum Distribution

• Overview of several agents lead responses in one place• Assign leads to agents within your agency• Track agents number of lead calls, appointments and sales• View new leads received for each order• View previous orders/historical data• Export spreadsheets of responses• Export PDF files of all or individual leads

2

PRODUCTS & SERVICES

2

Page 4: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

31

lead concepts’ Lead Link

• Secure login to view responses

• View individual lead image and details

• View all orders and response rates

• Easily download responses, or export directly to your CRM

• Populated on a daily basis

• Assign and manage tasks

LEADCONCEPTS.COM

3

1

lead concepts’ Lead Link

• Secure login to view responses

• View individual lead image and details

• View all orders and response rates

• Easily download responses, or export directly to your CRM

• Populated on a daily basis

• Assign and manage tasks

LEADCONCEPTS.COM

3

Page 5: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Annuity Social Security Benefits TrifoldA5-D-1SE

Call Lead Concepts Today

800-283-0187Leads that get results.

Name: ___________________________________ Age: ______________

Spouse’s Name: ____________________________ Age: ______________

Phone: (______)_______________________________________________

Email: _______________________________________________________

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP *152533001377*Barcode#-DOB-SpouseDOB-County 8pt

Please Acknowledge by: <<Date>>

SEND REQUEST TO: PO BOX 1170 OWASSO OK 74055-9911

NO POSTAGENECESSARY

IF MAILEDIN THE

UNITED STATES

BUSINESS REPLY MAILFIRST-CLASS MAIL OWASSO OKPERMIT NO. 1170

POSTAGE WILL BE PAID BY ADDRESSEE

Artwork for User Defined (3.625" x 6.75")Layout: sample BRM Env with IMB.lytMay 22, 2012

Produced by DAZzle Designer, Version 9.0.05(c) 1993-2009, Endicia, www.Endicia.comU.S. Postal Service, Serial #

IMPORTANT: DO NOT ENLARGE, REDUCE OR MOVE the FIM and POSTNET barcodes. They are only valid as printed! Special care must be taken to ensure FIM and POSTNET barcode are actual size AND placed properly on the mail piece to meet both USPS regulations and automation compatibility standards.

______________________ ______________________ ______________________

1.5-2% Response Ratesas low as $495 per ThousandRecommended Demographics: Ages 60-66; Income $40k+

1 - 2% Response Rates

Recommended Demographics: Ages 62-66; Income $60k-250kHomeowner/SFD, Married

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187 4

A5-D-1S

Name: ___________________________________ Age: ______________

Spouse’s Name: ____________________________ Age: ______________

Phone: (______)_______________________________________________

Annuity Social SecurityBenefits

Page 6: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

AnnuityElder Law Bi-foldA5-D2-1S

Call Lead Concepts Today

800-283-0187Leads that get results.

1.25% Response Ratesas low as $440 per ThousandRecommended Demographics: Ages 60-80; Income $40k+

IMPORTANT ELDER LAW INFORMATIONRETURN REPLY REQUESTED

IMPORTANT ELDER LAW INFORMATIONCongress passed legislation that standardized entitlement provisions for Seniors.

These provisions provide the following benefits: Seniors may apply to completely avoid all probate and estate taxes. Reduce or avoid all income taxes on investments and social security. Exempt assets from collections by government or nursing home if ill. Increase the income on your IRA 20-40%. Triple your guaranteed certificate of deposit interest with no risk.

As a U.S. citizen, you may now learn how to qualify without any cost or obligation.

Name: ____________________________________________ Age: ____________

Spouse's Name: ____________________________________ Age: ____________

Phone: (_______)________________For FREE information regarding this important elder law update, return this postage paid card.

Not affiliated with any government agency. An agentmay contact you. Insurance related solicitation. A5-D2-1S

PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

*152533001377*Barcode#-DOB-SpouseDOB-County 8pt

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Please Acknowledge by: <<Date>>

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187 5

A5-10-1S

SEND REQUEST TO: PO BOX 1170 OWASSO OK 74055-9911

NO POSTAGENECESSARY

IF MAILEDIN THE

UNITED STATES

BUSINESS REPLY MAILFIRST-CLASS MAIL OWASSO OKPERMIT NO. 1170

POSTAGE WILL BE PAID BY ADDRESSEE

Artwork for User Defined (3.5" x 8.5")Layout: sample BRM Env with IMB.lytMarch 21, 2012

Produced by DAZzle Designer, Version 9.0.05(c) 1993-2009, Endicia, www.Endicia.comU.S. Postal Service, Serial #

IMPORTANT: DO NOT ENLARGE, REDUCE OR MOVE the FIM and POSTNET barcodes. They are only valid as printed! Special care must be taken to ensure FIM and POSTNET barcode are actual size AND placed properly on the mail piece to meet both USPS regulations and automation compatibility standards.

_______________________________________________________________

IMPORTANT ELDER LAW INFORMATION

Congress passed legislation that standardized entitlement provisions for Seniors.These provisions provide the following benefits:

Seniors may apply to avoid probate and estate taxes. Reduce or avoid all income taxes on investments and social security. Exempt assets from collections by government or nursing home if ill. Increase the income on your IRA 20-40%. Triple your guaranteed certificate of deposit interest with no risk.

As a U.S. citizen, you may now learn how to qualify without any cost or obligation.

Name:______________________________ Age: _______________________________ Phone: (_______)_____________________ Spouse's Name: ______________________ Age:_______________________________

For FREE information regarding this important elder law, return this postage paid card today. Not affiliated with any government agency. An agent may contact you. Insurance related solicitation. A5-10-1S

Annuity Elder LawCard

1% Response Rate

Recommended Demographics: Ages 68-74; Income $40k-100kHomeowner/SFD

Page 7: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

AnnuityTax Change Bi-foldA5-D2-4S

Call Lead Concepts Today

800-283-0187Leads that get results.

1% Response Ratesas low as $440 per ThousandRecommended Demographics: Ages 60-80; Income $40k+

UPDATES ON TAXING OF YOUR SOCIAL SECURITY

The Federal Government has enacted a provision in the tax code that allows the IRS to increase the taxable amount on your Social Security Benefits. Learn more about this and how it can affect you.

The guide, “How To Increase your Social Security Benefits” gives hard facts and straight answers on taxing your Social Security Benefits and how to avoid a reduction in Social Security income. For YOUR FREE GUIDE and specific details, return this postage paid card today.

I would like the new “Social Security Maximization Report”. I would like to “Reduce taxes on my pension / IRA”.

New Social Security Maximization Report Taxation Changes Request YOUR FREE GUIDE

PRSRT STD US POSTAGE

PAID PERMIT 170

76051

Detach Here and Mail Today or For Privacy Fold Card and Tape With Return Address Facing Out.

HOW TO INCREASE

YOUR SOCIAL

SECURITY BENEFITS

Not affiliated with a government agency. No cost or obligation Insurance related solicitation An agent may contact you. A5-D2-4S

Name _______________________Age______ Spouse ______________________Age______ Phone (_______)________________________

Phone # required for proper information routing

PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

*152533001377*Barcode#-DOB-SpouseDOB-County 8pt

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Please Acknowledge by: <<Date>>

1.3 – 1.6% Response Rates

Recommended Demographics: Ages 60-75; Income $10k-40k

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187 6

1 - 1.25% Response Rates

Recommended Demographics: Ages 55-72; Income $50k+Homeowner/SFD

Annuity Tax Change

Page 8: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

TAXING SOCIAL SECURITY BENEFITS Please See Below

In 1935, our government promised the American Public that they would NEVER pay taxes on their Social Security. However, the Government did impose new TAXES on your Social Security benefits. Are you aware how these laws may affect you? There are ways that you can LEGALLY reduce these UNFAIR additional taxes. Section 72 of the Internal Revenue Service tax code states if you are 62 and older, you are eligible to take advantage of preferential tax treatment and pay NO Social Security taxes.

To see if you qualify AND receive your free brochure “Smart Strategy for Reducing or Eliminating Taxes on Your Social Security Benefits,” mail this postage-paid card. You will not be charged for this information. This is a “FREE” service to you.

Smart Strategy

for Reducing orEliminating

Taxes on Your Social

Security Benefits

A6-D3-11S

Annuity SS Benefits Bi-foldA6-D3-11S

Call Lead Concepts Today

800-283-0187Leads that get results.

1% Response Ratesas low as $440 per ThousandRecommended Demographics: Ages 60-80; Income $40k+

ATTENTION: Social Security RecipientsAGE 62+ Please See Reverse

Yes, I would like information on reducing or eliminating taxes on my Social Security retirement benefits.

Name:_________________________________________ Age:__________

Spouse’s Name:__________________________________ Age:__________

Phone: (________) ______________________________________________

Please verify address--Complete and mail today. Not affiliated with any government agency.No cost or obligation. This solicitation is insurance related. An agent may contact you.

A6-D3-11S

Reduce or eliminate taxes on your Social Security retirement benefits. Please return the attached card for your free booklet.

PRSRT STDUS POSTAGE

PAIDPERMIT 170

76051

PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

*152533001377*Barcode#-DOB-SpouseDOB-County 8pt

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Please Acknowledge by: <<Date>>

1.25 – 1.75% Response Rates

Recommended Demographics: Ages 60-75; Income $10k-40k

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187 7

1% Response Rate

Recommended Demographics: Ages 61-72; Income $125k-400kHomeowner/SFD

Annuity Social SecurityBenefits

Page 9: Annuity - naaip.org1909 Hereford Drive, Irving, TX 75038 • • (800) 283-0187 Annuity Elder Law Bi-fold A5-D2-1S Call Lead Concepts Today 800-283-0187 Leads that get results. 1.25%

Lead Concepts, Inc.1909 Hereford DrIrving, TX 75038

www.leadconcepts.com

Steve [email protected]

Rachel [email protected]

Michael [email protected]

(800) 283-0187

Chris [email protected]

Peter [email protected]

Wendy [email protected]

Rachel [email protected]

Michael [email protected]

Steve [email protected]

Clay [email protected]

Melissa [email protected]

Courtney [email protected]

Gene [email protected]