Taxcentra connects licensed advisors, agents, and firms with consumers actively exploring retirement planning, annuities, 401(k) rollovers, and wealth management options.
For licensed advisors, insurance agents, agencies, IMOs, and financial firms.
Retirement Lead
Consumer exploring options
Taxcentra
Qualification & matching
Your Firm
Qualified lead delivered
Financial Advisors
Independent and affiliated advisors
Wealth Management Firms
RIAs and advisory practices
Annuity Agents
Fixed, indexed, and variable annuity specialists
IUL Agents
Indexed universal life insurance professionals
Insurance Agencies
P&C and life insurance agencies
IMOs & Advisor Networks
Marketing organizations and distribution networks
Tax Resolution Firms
EAs, tax attorneys, and IRS debt resolution practices
Taxcentra helps firms connect with consumers actively seeking retirement guidance.
Retirement Planning Leads
Consumers exploring retirement income and future planning.
401(k) Rollover Prospects
Individuals evaluating rollover and retirement account options.
Annuity Leads
Consumers researching guaranteed income solutions.
IUL Leads
Prospects interested in indexed universal life strategies.
Financial Advisor Leads
Consumers actively seeking financial guidance.
Wealth Management Prospects
Individuals with retirement savings exploring investment management.
Tax Resolution Leads
Taxpayers with reported IRS balances actively seeking resolution help.
Every lead is a real consumer who completed a financial calculator or questionnaire on our platform. Here's a snapshot of what to expect.
M. Thompson
Age 58 · Texas
Savings
$750K – $1M
Est. Value
$750K+ AUM
Timeline
Planning next 5–8 years
Contact
Prefers in-person
Interest
Investment management for retirement portfolio
R. Castillo
Age 62 · Florida
Savings
$400K – $600K
Est. Value
$400K+ premium
Timeline
Wants income within 12 months
Contact
Prefers phone call
Interest
Guaranteed income stream from 401(k) rollover
J. Whitfield
Age 54 · California
Savings
$300K – $500K
Est. Value
$300K+ AUM
Timeline
Planning for next 5–7 years
Contact
Available afternoons
Interest
Retirement income planning & Social Security optimization
S. Patel
Age 47 · New Jersey
Savings
$200K – $350K
Est. Value
$500/mo premium
Timeline
Exploring long-term options
Contact
Prefers phone call
Interest
Tax-free growth strategy with life insurance component
Each Lead Includes 15+ Data Points
What you see above is just a preview. Every lead delivered to your account includes full contact details and deeper financial data:
Lead details shown above reflect the type of data our partners receive. Contact information is exclusive to active partners.
Exclusive access to leads — fresh, real-time, and delivered only to you
Tell us what lead types you want
No long application to get started
Complete full onboarding only if it's a fit
Enter your information below to check availability and start your Taxcentra partner account.
"Been getting leads from Taxcentra for about 4 months now. These people already ran there numbers through the calculator so they come in warm. Im averaging 2-3 closes a month which is solid for my practice."
David R.
Retirement Income Specialist
Phoenix, AZ
"The annuity leads are legit. Most of them already know they want guaranteed income, I just have to show them the options. Way better than buying aged leads off a list 👍"
Karen M.
Life & Annuity Producer
Tampa, FL
"What I like is the data that comes with each lead — savings range, timeline, what they searched for. Makes my first call so much easier. Dont have to start from scratch."
Marcus T.
Wealth Advisor, CFP®
Charlotte, NC