Lead Gen 4 / LEADGEN4.COM / LG4 LLC

What Lead Gen 4 / LEADGEN4.COM / LG4 LLC does

Lead Gen 4 (legally LG4 LLC) is a US-based lead generation and appointment-setting service headquartered in Henderson, Nevada. The company connects licensed financial advisors — including wealth managers, insurance advisors, and independent planners — with public sector employees (K-12 school staff, public university employees, state workers, and federal employees) who are actively seeking retirement planning assistance. The company's core product is a custom-built lead generation platform that produces exclusive, pre-qualified appointments with public sector prospects, which are then delivered to advisor customers; calendar integrations with Google Calendar and Outlook enable seamless scheduling. The platform supports multiple retirement and insurance product lines including IUL, annuities, rollovers, life insurance, final expense, long-term care, and premium finance.

Lead Gen 4 operates on a pure transaction-based revenue model, charging financial advisors on a pay-per-appointment basis with no upfront fees, no signup costs, and no contractual minimums or maximums. Distribution occurs through a hybrid motion combining direct self-serve website sign-up at app.leadgen4.com and an inside sales team that follows up on inquiries within 24 hours. The service is positioned to eliminate cold calling by delivering prospects who have actively requested a meeting, with the company reporting 260k+ cumulative appointments booked, 1500+ advisor customers, $350M+ in customer ROI, and availability across 48 US states. LG4 LLC is privately held, operates without disclosed external funding, and maintains multi-jurisdictional privacy compliance (CCPA, GDPR, UK GDPR, PIPEDA).

Name

Lead Gen 4 / LEADGEN4.COM / LG4 LLC

Legal name

LG4 LLC

Website

https://leadgen4.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Lead Gen 4 (LG4 LLC) is a US lead generation service that delivers exclusive, pre-qualified retirement planning appointments with public sector employees (teachers, state, federal, and university workers) to licensed financial advisors on a pay-per-appointment basis across 48 states.

Ownership category

akta.pro rank

Product category

Lead Generation Services

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Financial advisor leads
• Appointment setting services
• Retirement planning leads
• Public sector leads
• Exclusive lead generation

Headquarters

HQ city

Henderson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Marketing or Sales, Operations, Personnel, Technology or R&D, Infrastructure

Revenue model

1. Pay Per Appointment: Customers pay only for appointments received. No upfront fees, no signup costs, no contractual minimums or maximums. This is a pure transaction-based revenue model where financial advisors pay per qualified appointment delivered.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Lead Gen 4 operates a custom-built lead generation and appointment-setting platform that delivers exclusive, pre-qualified appointments to licensed financial advisors with public sector employees (K-12 teachers, university staff, state workers, and federal employees) who are actively seeking retirement planning assistance. Advisors pay only per appointment delivered with no contracts, minimums, or signup fees, eliminating cold calling and filling advisor calendars with prospects who have requested meetings.

Product overview

Lead Gen 4 operates as a lead generation and appointment-setting service built around a proprietary custom-built platform. The core offering consists of their Lead Generation Platform combined with Full Service Appointment Setting, which together connect financial advisors with exclusive, pre-qualified public sector leads. The company specializes exclusively in serving public employees (K-12 school employees, university staff, state workers, and federal employees) who are actively seeking retirement planning assistance. Advisors receive scheduled appointments—no cold calling required—with prospects who have requested meetings. The service supports multiple insurance and retirement products including IUL, annuities, rollovers, life insurance, final expense, long-term care, and premium finance.

Differentiator

Problem solved

Functional benefit

Products and services

• Lead Gen 4 Lead Generation Platform A custom-built proprietary platform that connects licensed financial advisors with public sector employees (K-12 teachers, university staff, state workers, federal employees) actively seeking retirement planning assistance. The platform schedules exclusive, pre-qualified appointments and integrates with Google Calendar and Outlook Calendar.
• Full Service Appointment Setting
• Public Sector Lead Generation

Quantifiable outcome

• $25,000+ commission from single federal employee rollover
• +1 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• LeadsMarket: LeadsMarket provides exclusive lead generation services for insurance agents and financial advisors across multiple products including annuities, life, and final expense. It is a direct competitor to Lead Gen 4 in serving licensed advisors with exclusive, pay-per-lead appointments.
• SmartFinancial: SmartFinancial is an insurance lead generation platform that connects consumers shopping for insurance with local agents and carriers. It is a direct peer to Lead Gen 4 in matching motivated consumer prospects with licensed insurance/financial professionals on a pay-per-lead basis.
• BoldLeads: BoldLeads provides exclusive lead generation and appointment setting for real estate agents, with a similar exclusive-lead, no-resell model to Lead Gen 4. While real estate rather than financial services, it is a directly comparable exclusive-lead appointment-setting platform with pay-per-lead pricing.

Broad incumbents

• SelectQuote: SelectQuote is a direct-to-consumer life insurance distribution platform that generates and converts its own leads for term life, final expense, and related products. While it sells insurance itself rather than leads to advisors, it competes for the same consumer-intent traffic relevant to Lead Gen 4's advisor clients.
• EverQuote: EverQuote is a publicly traded online insurance marketplace that connects consumers with insurance providers and agents, generating leads across auto, home, life, and health. It is a broad incumbent in the insurance/financial lead generation space, comparable to Lead Gen 4's appointment-setting model but operating at much larger scale and across multiple insurance verticals.
• MediaAlpha: MediaAlpha operates a programmatic customer acquisition platform for insurance, health, and financial services. Like Lead Gen 4, it monetizes by connecting consumer intent with provider/advertisers, but at a much larger enterprise scale covering many verticals beyond retirement planning.
• Red Ventures / Bankrate: Bankrate (owned by Red Ventures) is a large financial services lead generation and comparison platform covering banking, insurance, credit cards, and retirement products. It overlaps with Lead Gen 4's role in capturing intent from consumers researching retirement and financial products, though at significantly larger consumer-facing scale.
• QuinStreet: QuinStreet is a performance marketing company specializing in financial services online lead generation, including insurance, lending, and personal finance. It overlaps with Lead Gen 4 in the financial advisor / insurance lead generation model, though at substantially larger scale and broader vertical coverage.

Emerging players

• LeadStar / FinancialLeadTracker: FinancialLeadTracker is a smaller, niche lead generation provider focused on financial advisors and insurance agents. It is an emerging/niche player with meaningful overlap with Lead Gen 4's exclusive-lead, advisor-focused model but typically at smaller scale and broader targeting beyond public employees.
• ZebraRetirement: ZebraRetirement is a smaller retirement-focused lead generation provider serving financial advisors with prospects interested in annuities and retirement planning. It is comparable to Lead Gen 4 in the narrow retirement/annuity lead category but lacks LG4's specific public-sector employee specialization.

Market position

Strengths5 records

Weaknesses5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lead-gen-4-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lead Gen 4 / LEADGEN4.COM / LG4 LLC