Retirement-provision leads from Germany
More new clients at the push of a button. With the system we use ourselves.
Exclusive enquiries from people in Germany who are looking for retirement provision (Altersvorsorge). Plus appointment setting, CRM and dashboard from our own sales operation: with FinanzAthlet, this is how we have been winning our own clients for over 6 years. For partners with German-speaking advisors who are allowed to advise on German retirement products.
- Exclusive to you: no other advisor gets the same contact
- Phone number is verified
- Bad leads get replaced, not debated
- First lead within three days, or your money back
- All prices are on this page. No PDF on request, no sales call needed
15 minutes, free of charge. Six short questions first, so we come prepared.
The problem
The three biggest brakes on growth
As an advisor, they cost you appointments, time and closed deals every day.
Referrals and luck aren't enough for steady growth. Without a system, enquiries fluctuate and planning becomes impossible.
Many contacts have no real interest and no intention to sign. That costs time, energy and revenue.
If you only work within your own circle, you soon hit a ceiling. Reach and growth stay small.
Contract term
How long do you want to commit?
The longer you commit, the cheaper each lead becomes. The price below updates instantly.
Offer
Your package
One price per lead, whether you take ten or a hundred a month. The only way to pay less is a longer term.
- 1. Book and pay via Stripe, invoice straight away
- 2. Access to your dashboard within one working day; with the tool package also to CRM, calendar and e-mail address
- 3. First lead within three days, or your money back How it works ↓
Why only one product line
- One campaign. Every ad, every image, every target audience is set up for retirement provision and fine-tuned for that alone.
- One questionnaire. The same fields for every lead. That's why every lead contains the same information, and you know what to expect before you call.
- One target profile. Someone who wants to put aside €200 a month and already invests is a different person from someone who wants to switch health insurance. We only look for the first.
Appointment-setting service
Shall we book appointments for you?
Our appointment-setting service calls your leads and puts ready-made appointments in your calendar. All you do is the advising.
Call yourself or have appointments set?
Same appointment rate assumed in all three cases. Calling time per appointment with leads: hrs Change your figures in the calculator ↓
Tool package
Want our tools as well?
CRM with power dialer, calendar, WhatsApp and your own e-mail address, fully set up. Optional, as a monthly add-on.
Example
How a lead reaches you
One message to your phone, and you know who you're talking to before the first call.
Hannover · wants to put aside €250 a month · reachable from 6 pm
From the questionnaire
What every lead contains
The details come from our questionnaire and land unchanged in your inbox or directly in your CRM. You don't need to ask for any of it.
A selection. Name, phone number and e-mail are abbreviated here; you get them in full — plus postcode, health insurance, source of the enquiry and proof of consent.
Process
What the process looks like
No more than three days pass between your booking and your first lead.
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Today
You book
Choose volume and term, pay via Stripe, done. That fixes the price per lead for the whole term, and the invoice arrives straight away.
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On the same working day
Your access is set up
CRM, calendar and e-mail address are ready, and the sales process is already built in. We show you the ropes; you don't have to build anything.
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Day 1 to 2
We find your prospects
Enquiries come in, phone numbers are checked for validity and the details are matched against your profile.
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Day 3
Your first lead arrives
By now at the latest, the first contact is in your inbox. If we don't make it, you get the full monthly amount back.
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Rest of the month
The remaining leads come in
Spread across working days, not all at once. Nothing is assigned at weekends.
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Ongoing
You check and claim
Five working days per lead. Anything that's no good gets replaced. You always get your full ordered volume.
The lead
How a lead is created
Four steps before a contact reaches you. Each one is set up for retirement provision only.
- Dedicated campaign
Ads, images and target audiences run for retirement provision only and are fine-tuned for that alone.
- A fixed questionnaire
Age, occupation, savings amount, interest in the tax advantage, whether they already invest, when they can be reached.
- Check before delivery
The number is checked automatically: does the line exist, is it a mobile number, is the format correct.
- Exclusively yours
The contact goes only to you; no other advisor gets it. By e-mail and in your dashboard.
All about quality and claims →
Process
From call to first lead
Four steps. No more than three days between your booking and your first lead.
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Today
We talk for 15 minutes
You answer six short questions and pick a slot. In the call we clarify volume, term and whether it pays off for you. Free and without obligation.
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If it's a fit
You book
Choose volume and term, pay via Stripe, and the invoice arrives straight away. We set up access to your dashboard within one working day.
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Day 1 to 2
We find your prospects
Enquiries come in, phone numbers are checked for validity and the details are matched against the lead profile.
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Day 3 at the latest
Your first lead arrives
If we don't make it, you get the full monthly amount back. After that, the remaining leads come in over the month, and anything that's no good gets replaced.
Turnkey
You don't just get leads, you get the system behind them
We don't just sell the leads, we work them ourselves with our own brokerage firm. That's why the tools, process and reporting are not theory — we use them every day.
Example: what your sales dashboard looks like
Sample view with anonymised names. This is what your dashboard looks like once you start — with your own figures, refreshed every morning.
Behind MarketingAthlet is our own brokerage firm, which works the same leads with the same system. We're not selling you software that we merely recommend — we're selling you the set-up we work with ourselves. Anything that doesn't work for us never makes it into your account.
The cycle your client goes through
From first contact to referral, every step runs through its own channel. Whatever can be automated is automated — four of the six stages run without you lifting a finger. At every point your client notices that someone is looking after them; it doesn't cost you a minute.
What's left for you: advising and closing. The admin — confirming, reminding, rescheduling, sending — runs automatically or via our team. Your time goes where it earns money.
The stages your CRM comes with
Every contact goes through the same stages, and each stage is a question that has to be answered before moving on.
Whatever goes wrong in between has its place too: cancelled appointment, no-show, disqualified. Nothing disappears; every contact has a status at month-end.
The tools are available as a tool package for €299 a month, as an optional
add-on to the leads. What you bring is your licence and the time for advising.
In preparation: handover of leads into your own CRM and a
call guide for the Basisrente.
Calculator
Does it pay off for you?
All figures are per month. The six numbers below apply to the whole section, including the comparison with doing your own prospecting.
Non-binding example calculation
Your assumptions
Change six figures
Calculation
Gross leads are all contacts that reach you. Net leads are the ones you can actually work with, and those are the only ones you pay for. Whatever drops out in between, we replace free of charge.
What getting appointments costs you — in money and in time
With our leads
If you call yourself
Only prospecting is calculated. The advising itself is needed in both cases: first meeting, second meeting and closing meeting, about 30 minutes each.
What comes out of it
Compare terms
Adjust claim rates
In our experience, this is how many of the delivered leads drop out. Change the figures if your experience is different.
Only the prices are fixed: what you pay per lead and what appointment setting costs. Every figure marked approx. is based on your own assumptions. This is a rough estimate, not a promise of appointments, deals or earnings.
Your selection is already in the basket. One click, and the leads start coming in. Cancellable monthly if you don't want to commit.
Protection
If something goes wrong
Two promises: you always get the volume you ordered, and anything that's no good gets replaced. Both without debate.
Delivery guarantee — you always get what you ordered
- ✓Full monthly amount back
- ✓No questions asked: a short message is enough
- ✓Start risk-free: if nothing comes, you pay nothing
How replacement delivery works, month by month
Claims — five working days
Counted from the day you receive the lead. After that it counts as accepted.
What gets replaced and what doesn't
✓ Replaced
- The number is demonstrably wrong or not assigned at all
- Five call attempts on three different days at different times, nobody answers
- The person is younger than 18 or older than 55
- Name, e-mail address or place of residence are obviously made up
- You already had the same contact in the last 90 days
- The person says they never made an enquiry
✗ Not replaced
- No deal was closed
- The appointment was cancelled or missed
- No longer interested, no money, offer too expensive
- You reach the person, but they don't suit you for other reasons
- You get in touch after the five working days have passed
You can file a claim in your account or by e-mail to reklamation@marketing-athlet.de; you get a reply within two working days. Our AGB (general terms and conditions) are binding; this overview only summarises the rules. More on quality and claims →
The difference
Six questions you should ask every provider
Ask them of every lead provider — including us. Here are our answers.
About us
FinanzAthlet is behind MarketingAthlet
A financial and insurance brokerage with around 20 advisors, in the market for over 6 years. We generate and work the leads you get from us there ourselves every day, with the same system you get.
Tilo Bock
Owner of FinanzAthlet and MarketingAthlet LLC
Testimonials
What advisors say
Real clients, published with their permission. We don't pay for testimonials.
FAQ
Frequently asked questions
Why should I work with MarketingAthlet?
Because we don't sell theory. With our own brand FinanzAthlet, we have been using this system ourselves for over 6 years and know what works in retirement provision: predictable, digital and scalable.
How is MarketingAthlet different from other lead providers?
Exclusive leads instead of mass contacts, fixed prices published on the site, first lead within three days or your money back, and every lead that's no good gets replaced. Plus, if you want, appointment setting, CRM and dashboard from our own sales operation.
What kind of leads do I get?
People aged 18 to 55 who want to put aside €200 or more a month for their retirement and have made the enquiry themselves. Basisrente (Rürup pension, a tax-advantaged German private pension) and flexible private pension insurance in one lead, with the details from the questionnaire. The leads are German-speaking consumers living in Germany, so they need to be advised by German-speaking advisors who are allowed to advise on German retirement products.
Are the leads exclusive?
Yes. Every contact goes only to you: no reselling and no competing for the same prospect.
How soon can I expect the first enquiries?
The first lead arrives no later than three days after your booking, otherwise you get the full monthly amount back. The rest are spread over the month.
Can I control the number of leads?
Yes. You decide how many leads you want per month. You can increase at any time, effective from the following month.
Which regions does it cover?
All of Germany. The leads are generated digitally and are not limited to particular postcodes.
Do I need special software or a CRM?
No. You can work with your own tools. If you like, there's our tool package with Close, Calendly, Superchat and Google Workspace for €299 a month, fully set up.
What does a lead cost?
Between €50 and €65 per lead, depending on the term. All prices are openly listed in the shop, no sales call needed.
Do I have to buy anything after the call?
No. The call is free and without obligation. You get an honest assessment of whether it pays off for you.
Who is MarketingAthlet for?
For brokers and advisors who want predictable growth and no longer want to leave client acquisition to chance.
Book a call
Let's talk for 15 minutes
Six short questions, then you pick a slot. That way the person you speak to knows beforehand what matters to you, and you get to the point within 15 minutes.
Get started before your calendar empties again
You choose the volume, we deliver. The first lead arrives within three days, otherwise you get your money back.
- First lead within three days, or your money back
- Every lead you order is delivered
- Cancellable monthly if you want
Prefer to take a look yourself? All prices in the shop.
Questions first? Write to info@marketing-athlet.de
Vote
Which product line should we add next?
Right now we only offer retirement provision. Tell us what we should work on next.