Pay per show. For annuity 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 answer, you still have to qualify them and book the meeting.
We handle that for you. When the meeting reaches your calendar, the prospect knows your name and why they are meeting you.
Here is how
Step one
Our ads run under our own retirement education brands, on our budget. The ad leads to a short quiz: retirement timeline, investable assets, state, and a phone number verified by text. Then they get a personalized report and a short video.
Step two
A US-based caller confirms their age, investable assets, and whether those assets can move. If they do not match your profile, we do not book them.
Step three
We tell them your name, what the Zoom call covers, and why you fit their needs. Then we book 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. You handle none of them.
01
A dinner seminar fills a room with people who came for the meal. You qualify them one by one.
Our ads run under our own consumer education brands and reach retirees seeking income information. A short quiz asks about their timeline and investable assets. A US-based caller confirms the details 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 about the plan review, and a reading list: annuity types in plain words and questions to ask an advisor. They get one short email a day until the meeting. They arrive with the basics covered.
03
You start 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 explains why you fit: your states, your focus, your background. The confirmation and reminders reinforce the introduction. They arrive expecting to meet you, not an unnamed salesperson.
A meeting only counts when you and the prospect both attend and the prospect matches the verified criteria. That is it.
Three ways. You pay per held meeting, and no-shows are replaced, not billed. A notetaker joins each meeting, so we can flag a no-show and start the replacement without you chasing us. Every prospect is also screened by phone before reaching your calendar.
It depends on the prospect's investable assets, across five tiers from $250K to $10M, and the package size. We review the rate card and your numbers on the call.
Our caller asks how much they hold in investable assets, whether those assets can move, and where they sit: 401(k), IRA, brokerage, savings. Home equity does not count.
A notetaker joins the meeting, so we can flag a mismatch. If we miss it, tell us within 48 hours. If the prospect did not meet the agreed minimum, the meeting is replaced and not billed. If the assets fall into another tier, we rebill at that tier.
Yes. You set the states where you are licensed, your minimum investable assets, and how many meetings you want each week. We only book within those limits.
The first meetings arrive within two weeks of the onboarding call, then continue at the pace you set.
No. They sought retirement income information, completed a quiz, verified their phone by text, spoke with a US-based caller, and agreed to meet you by name. Before the meeting, they know who you are and why they are meeting you.
Yes. A prospect booked with you is booked only with you. We do not resell the meeting or the name.
Zoom. We book through a scheduling link, so we never need access to your calendar. A notetaker joins every meeting.
No. You commit to the package you choose and nothing beyond it. Exclusivity and unused meetings are covered in writing before you fund anything.
Move the sliders to match your numbers.
One Zoom call. We review your states, your asset minimum, and the pricing for your tier.