No Fluff. No B.S. Just Systems That Convert.
Generating Leads. Closing Deals. Building Systems That Print Money.
Get exclusive Indexed Universal Life (IUL) leads to boost your sales pipeline.
High-quality annuity leads to help you connect with the right clients.
Affordable Final Expense (FEX) leads to grow your insurance business effortlessly.
Crafting high-performance websites that drive conversions and maximize revenue.
Get the insights you need about our services, pricing, and processes—answered in one place.
We run hyper-targeted ad campaigns on Facebook, Instagram, and TikTok that laser-focus on your ideal audience. Every ad is tested, optimized, and dialed in to get the highest-quality leads at the lowest cost. That’s how we consistently pull in $5 leads—because we know what works and cut what doesn’t.
I’m Jacob, the founder of unLocked Financial & author of The Digital Advisor, and my mission is simple: help advisors scale and make more money. With a background in sales, marketing, and entrepreneurship, I’ve spent my career breaking down complex strategies into simple, repeatable systems that actually work. No fluff. No guesswork. Just results.
Here’s the problem: most advisors waste time chasing cold leads, dealing with outdated marketing, and getting stuck in systems that don’t scale. That’s where I come in.
260-278-8981
jacob@unlockedfin.com
I’m an Advisor at heart that takes what’s working on the marketing side and plugging it into your practice, because it works.
I don’t sell fluff or gimmicks—just proven systems that help advisors generate leads, close bigger cases, and save time. Whether you want $5 leads, a high-converting website, or automated follow-ups that work 24/7, this call is about one thing: results.
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