For annuity and retirement advisors
Retirees with $250K or more in investable assets, verified by phone and booked on your calendar.
Free. No commitment on the call.
This week
You call. You leave a message. You call again. When they finally pick up, you still have to qualify them and get a meeting on the calendar.
We do all of that for you. By the time the meeting is on your calendar, the prospect already knows your name and why they are talking to you.
Here is how
Step one
Our Facebook ads run under our own retirement education brands, never yours. The ad leads to a seven-question quiz: retirement timeline, investable assets, state, and a phone number verified by text. Then a personalized report and a short video.
Step two
A US-based caller confirms their investable assets, where those assets are held, and their retirement timeline. If they do not match your profile, we do not book them.
Step three
We tell them your name, what the Zoom call is for, and why you are a good fit. Then we put it on your calendar with their name, the time, and the Zoom link.
Before the meeting
Three things happen before a prospect reaches your calendar. None of them are your job.
01
A dinner seminar fills a room with people who came for the meal. You qualify them one by one.
Facebook ads under our own consumer education brands reach retirees thinking about income. A short quiz asks about their timeline and investable assets. A US-based caller confirms it by phone.
02
You spend the first meeting explaining what an annuity is and why it matters.
After the quiz they get a personalized report, a short video on what a plan review is for, and a reading list: the annuity types in plain words, the questions to ask an advisor. One short email a day until the meeting. They arrive with the basics done.
03
You open every first call as a stranger and spend the first ten minutes earning the right to ask questions.
Our caller books the meeting with you by name and tells them why you are the right fit: your states, your focus, your background. The confirmation and the reminders say it again. They show up expecting you, not a salesperson.
You buy a package of appointments up front. We only count a meeting when you and the prospect both show up and the prospect is who we said they were. That is it.
Yes. You tell us which states you are licensed in, your minimum investable assets (the floor is $250K), and how many meetings a week you want.
A US-based caller asks about their retirement accounts, savings, and other investable assets, and confirms the range by phone. Home equity does not count. It is self-reported, not taken from statements, so you still do your own fact-finding.
Flag it within 48 hours with the reason. We review the recording of our screening call. If they did not match, the meeting is credited. If their investable assets put them in a different tier than we said, we rebill at the correct tier.
Zoom. Before we book it, the prospect knows who you are and what the call is about.
It depends on your states, your minimum, and how many meetings you can take. We agree on a number before you pay for anything.
On our call we go through your average case size, what you earn per client, and how many meetings you usually close. Use low numbers for people you have never met. A meeting is a chance to earn a client, not a sale.
We put the rules on exclusivity, cancelling, and unused meetings in writing before you pay. There is no long-term contract.
No. We get you in the room with the right person. Whether they become a client is up to them and you.
Put in your own numbers for one month of meetings. The numbers already there are just an example.
Book a Zoom call. Bring your licensed states, your asset minimum, and your weekly capacity. We show you the pricing for your tier before you decide anything.