For annuity and retirement advisors
We find retirees with $250K or more in investable assets, verify them by phone, and book them on your calendar. If the meeting happens, you pay. If they do not show, you do not.
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 howStep one
They see our ad, answer a few questions about their retirement timeline, investable assets, and state, and verify their phone number.
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 and send you their details.
Before every meeting you get a one-page brief: their retirement timeline, the investable assets they reported, and what they want to discuss.
You decide if they are a fit for you.
Example
Sent to you before the call
This is an example, not a real person. Asset figures are what the prospect states on the phone. We do not review statements.
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 30-minute 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.