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 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 ads run under our own retirement education brands, never yours. The ad leads to a short 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.
Our ads run under our own consumer education brands and 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.
Three ways. You pay per held meeting, and a no-show is replaced rather than billed. A notetaker joins each meeting, so we know about a no-show the moment it happens and start on the replacement without you chasing us. And every prospect has been screened by phone before they reach your calendar.
It depends on the prospect's investable assets, in five tiers from $250K to $10M, and on the package size. We go through the rate card and your own numbers on the call.
Our caller asks how much they have in investable assets and where it sits: 401(k), IRA, brokerage, savings. Home equity does not count. If it is in an employer plan, we ask whether they can roll it over.
A notetaker sits in on the meeting, so we usually catch it and let you know. If we miss it, tell us within 48 hours. If they did not meet the minimum we agreed on, the meeting is replaced and not billed. If their assets put them in a different tier, we rebill at that tier.
Yes. You tell us the states you are licensed in, your minimum investable assets, and how many meetings a week you want. We only book inside that.
The first ones within two weeks of the onboarding call, then at the pace you set.
No. They came looking for retirement income information, took a quiz, were called and screened by a US-based caller, and agreed to a meeting with you by name. By the time you meet, they know who you are and why.
Yes. A prospect we book with you is booked with you only. We do not resell the meeting or the name.
Zoom. We book directly into your calendar through a scheduling link, so we never need access to your calendar itself. You can bring your own notetaker to the call.
No. You commit to the package you pick and nothing beyond it. Exclusivity and unused meetings are covered in writing before you fund anything.
Move the sliders to your numbers.
One Zoom call. We go through your states, your minimum, and the pricing for your tier.