For annuity and retirement advisors
We find retirees with $250K or more to invest, check 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 find out if they have money to invest and talk them into a meeting.
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, savings, and state, and confirm their phone number.
Step two
A caller in the US asks how much they have, where it is, and when they plan to retire. If they do not match what you asked for, 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: when they plan to retire, what money they told us about, and what they want to talk about.
You decide if they are a fit for you.
Example
Sent to you before the call
This is an example, not a real person. The money amounts come from what the prospect tells us on the phone. We do not see their 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, the least amount of money a prospect should have (the minimum is $250K), and how many meetings a week you want.
We ask them on the phone about their retirement accounts, savings, and other money they could invest. Home equity does not count. We go by what they tell us. We do not see their statements, so you still do your own fact-finding.
Tell us within 48 hours and say why. We listen to the recording of our call with them. If they did not match, we credit the meeting back. If they had more or less money than we said, we charge the right price instead.
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 states, the minimum assets you want, and how many meetings a week you can take. We show you the price for your tier before you decide anything.