Retirement provision leads
New appointments every month. At a fixed price.
People who are looking for retirement provision and are waiting for someone to call. You decide how many you can handle each month. We deliver them and replace every lead that is no good.
- Yours alone, no other advisor gets the same contact
- Phone number is verified
- Bad leads are replaced, not argued about
- First lead within three days, or your money back
- All prices are on this page. No PDF on request, no sales call needed
Questions before you buy? Six clicks to a call with an expert →
Term
How long do you want to stay with us?
The longer you commit, the cheaper each individual 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 it gets cheaper is a longer term.
- 1. Book and pay via Stripe, invoice straight away
- 2. Access to the cockpit 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 line of business
- One campaign. Every ad, every image, every target group is set up for retirement provision and is fine-tuned for that alone.
- One questionnaire. The same fields for every lead. That is 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 their health insurance. We only look for the first kind.
Setting service
Should 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 advice.
Call yourself or have appointments booked for you?
Same appointment rate assumed in all three cases. Calling time per appointment with leads: hrs Change your figures in the calculator ↓
Tool package
Do you want our tools as well?
CRM with power dialer, calendar, WhatsApp and your own e-mail address, fully set up. Optional, added monthly.
Example
This is how a lead reaches you
A message on your phone, and you know who you are talking to before the first call.
Hanover · 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 shortened here; you get them in full — plus postcode, health insurance, source of the enquiry and the 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 quantity and term, pay via Stripe, done. This fixes the price per lead for the whole term, and the invoice arrives straight away.
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The same working day
Your access is set up
CRM, calendar and e-mail address are ready, the sales process is already in place. We show you around; you don't have to build anything.
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Day 1 to 2
We find your prospects
Enquiries come in, the 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 manage that, you get the full monthly amount back.
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Rest of the month
The remaining leads come in
Spread across the 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 is no good gets replaced. You always receive the full quantity you ordered.
Turnkey
You don't just get leads, you get the system behind them
We don't just sell the leads, we work them ourselves through our own brokerage. Tools, process and reporting are therefore not theory — they run at our place every day.
Example: this is what your sales cockpit looks like
Sample view with anonymised names. This is what your cockpit looks like once you start — with your own figures, refreshed every morning.
Behind MarketingAthlet is our own brokerage, which works the same leads with the same system. We don't sell you software that we merely recommend — we sell 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 is left for you: advice and closing. The admin — confirming, reminding, rescheduling, sending — runs automatically or through our team. Your time goes where it makes money.
The stages your CRM comes with
Every contact goes through the same stages, and every stage is a question that has to be answered before moving on.
Whatever goes wrong along the way has its place too: appointment cancelled, no-show, disqualified. Nothing disappears; every contact has a status at the end of the month.
The tools are available as a tool package for €299 a month, optional
on top of the leads. What you bring is your licence to advise and the time for the advice.
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 numbers
How it is calculated
Gross leads are all the 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 advice itself is needed in both cases: first appointment, second meeting and closing meeting, around 30 minutes each.
What comes out of it
Compare terms
Adjust claim rates
This is how many of the delivered leads typically drop out, in our experience. Change the values if your experience is different.
Only the prices are fixed: what you pay per lead and what the setting costs. Every number marked approx. is based on your own assumptions. This is a rough calculation, not a promise of appointments, deals or earnings.
Your selection is already in the cart. One click and the leads start coming in. Cancel monthly if you don't want to commit.
Protection
If something goes wrong
Two promises: you always get the quantity you ordered, and anything that is no good gets replaced. Both without argument.
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
From the day you receive the lead. After that it counts as accepted.
What is replaced and what is not
✓ 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 clearly made up
- You already had the same contact within the last 90 days
- The person says they never made an enquiry
✗ Not replaced
- No deal was closed
- The appointment was cancelled or not attended
- 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 make a claim in your account or by e-mail to reklamation@marketing-athlet.de; you will get an answer within two working days. The terms and conditions (AGB) are binding; this overview only summarises the rules. More on quality and claims →
Difference
Six questions you should ask every provider
Ask them of every lead provider — including us. Here are our answers.
About us
Behind MarketingAthlet is FinanzAthlet
A financial and insurance brokerage in Germany with around 20 advisors. We generate and work the leads you buy from us there every day ourselves — 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
What exactly do I get per lead?
First and last name, verified phone number, e-mail address, postcode and the answers from the retirement provision questionnaire. Every lead has explicitly consented to being contacted; you receive the proof along with it. The leads are German-speaking consumers living in Germany, so you need German-speaking advisors who are allowed to advise on German retirement products.
When does the first lead arrive?
No later than three days after your booking. We count 72 calendar hours; weekends are included. If we don't manage that, you get the full monthly amount back; all you have to do is let us know. The remaining leads are then spread over the month.
What happens if a lead is no good?
You claim it within five working days and we deliver a new one. You always receive the full quantity you ordered — not as a credit note, but as leads you can work with.
Does access to the CRM and tools cost extra?
Yes, as an optional tool package for €299 a month: Close with power dialer and telephony, Calendly, Superchat, Google Workspace with your own e-mail address, plus set-up and onboarding. Without the package you work with your own tools. The price per lead stays the same either way.
What happens to my clients if I stop?
They belong to you. You can export contacts, call histories and appointments at any time and take them with you, even if you cancel. We don't hold anyone hostage through their own data. The CRM is a tool you get from us — not a lock on your client base.
How do I receive the leads?
By e-mail as soon as they are assigned to you, and in your sales cockpit. We set up your access within one working day of your payment. A handover directly into your CRM can be arranged.
What does "verified phone number" mean?
Every number entered goes through an automatic check: does the line exist, is it a mobile number, is the format correct. Numbers that fail are never sent out. This clearly lowers the share of wrong numbers, but does not rule them out.
Basisrente or flexible pension insurance: which one?
Both in one. The questionnaire shows what the person is after: a tax advantage through the Basisrente (Rürup pension, a tax-advantaged German private pension), or flexibility through a regular private pension insurance. You see it in the lead and decide for yourself what to open the conversation with.
Does it get cheaper if I take more leads?
No. The price per lead is always the same, whether you take ten or a hundred a month. The only way it gets cheaper is the term: the longer you commit, the less you pay per lead. That keeps things simple. You don't have to work out from which quantity it pays off.
What happens at the end of the term?
The contract continues on a monthly basis and can then be cancelled with four weeks' notice to the end of the month. You can switch to a longer term at any time, to a shorter one only at the end of the term.
Can I change the quantity during the contract?
Upwards at any time, from the next month. Downwards at the end of the term. Once every twelve months you can pause for up to one month.
What exactly does the setting service do?
We call your leads, check whether there is genuine interest, and put an appointment in your calendar. You get the appointment with all the details from the pre-call and only do the advice. There are two billing options. Either €50 per appointment that actually takes place. An appointment counts as having taken place if the person shows up and the conversation lasts at least 15 minutes. Cancellations and no-shows cost you nothing; one rescheduling is included. Or €999 net a month as a flat fee, no matter how many appointments come out of it. From 20 appointments a month, the flat fee is cheaper.
When does an appointment count as having taken place?
When the person shows up and the conversation lasts at least 15 minutes. If they cancel or don't show up, the appointment costs you nothing. One rescheduling is included; if the same appointment is rescheduled a second time, it counts as cancelled. This only applies to per-appointment billing; with the monthly flat fee it makes no difference.
Can I add or cancel the setting service later?
Add it at any time, from the next month. Cancel it at the end of the current month. The setting service has no minimum term of its own, regardless of how long your lead contract runs.
No purchase needed
Talk to an expert first
Six short questions, then you pick a time. That way the person you talk to knows in advance what matters to you, and you get to the point in 15 minutes.
Get started before your calendar is empty again
You choose the quantity, we deliver. The first lead arrives within three days, or you get your money back.
- First lead within three days, or your money back
- Every lead you order is delivered
- Cancel monthly if you want
Still unsure? Talk to an expert for 15 minutes first.
Questions first? Write to info@marketing-athlet.de
Vote
Which line of business should we add next?
Right now there is only retirement provision. Tell us what we should work on next.