You don't pay for leads. You pay for qualified show-ups.
Every household screened against criteria we write with you, confirmed by a live setter, booked straight onto your calendar. You show up and have the conversation. If they don't show and qualify, you don't pay.
Criteria in writingSetter-confirmedState-matchedNo-show = $0
Built for independent, advisor-led practices writing $3M-$15M annually
Before you book - quick questions
First, a little about your practice.
Five quick questions before you pick a time, so the call is worth having.
5 questions~60 seconds
Step 1 of 5 - Eligibility
Are you currently contracted to sell annuities?
We only work with advisors who can write business today.
!
Tell us about your situation
e.g. "I'm newly licensed," "I'm with a captive agency exploring independence" - be specific. One line is enough. We will ask for your contact details next.
Thanks for the straight answer.
We only place appointments for advisors who are contracted and writing today. When you're there, come back. We'll still be selling showed, qualified appointments, not leads.
Step 2 of 5 - Geography
How many states are you actively licensed in?
Every appointment is matched to the states you can write.
Step 3 of 5 - Production
What's your current annual annuity production?
This tells us which appointment volume fits your calendar.
Step 4 of 5 - Commission
What's your commission percentage on an annuity sale?
If you sold a $100,000 annuity, what would you take home?
Step 5 of 5 - Investment
Do you have $5,000+ in cash or credit to invest in your business?
Packages are priced per showed, qualified appointment. This just tells us where you'd start.
What's your name?
First and last.
Required.
Required.
What's your email address?
Where the calendar invite and confirmation go.
Please enter a valid email.
What's your phone number?
So we can reach you about your appointments. Never shared, never sold.