For annuity advisors & FIA producers
We book pre-screened, high-intent retirees and pre-retirees with $250K+ in investable assets directly onto your calendar.
Currently onboarding 10 firms One firm per territory.
Booked & qualified Open capacity
We guarantee your firm $100K in new annuity revenue within 90 days by booking pre-qualified retirees with $250K or more in investable assets directly onto your calendar. If we miss, we work for free until we hit it.
$250K+ self-reported investable assets
Retired or within 5 years of retirement
Licensed states only, one firm per territory
90-day guarantee or we work free
The real bottleneck
You already know how to run an annuity appointment. What you’re short on is people worth sitting down with, arriving on a schedule you can actually plan around.
We handle everything upstream: targeting, ads, screening, confirmations. You only talk to qualified humans ready to discuss their money.
Book your strategy callYou run the whole conversation, then find out there is nothing to move.
They work once. None of them tell you what next month looks like.
You clear the afternoon, prep the case, and nobody shows.
Strong month, dead month, strong month. You can’t hire against that.
We find the right people, qualify them, book the call, and help them show up.
01Find
We target retirees and pre-retirees looking for retirement income and annuity help.
02Qualify
Before anyone reaches your calendar, we confirm the basics.
03Book + confirm
Our team books the appointment, sends reminders, and helps improve show rates.
04You close
You speak with qualified prospects who are ready to talk.
We handle everything before the appointment.
You focus on closing.
You approve the message and run the consultations. We build and operate everything behind them.
We map your prospect, your licensed states and your weekly capacity — then lock your territory.
Campaigns, landing pages, the two-call funnel and the qualification script go live.
Screened, nurtured and reminded — dropped into the slots you said you can work.
You run the conversations. We scale volume toward — and past — the guarantee.
Four inputs. Move them to your own numbers — your appointment capacity, your close rate, the premium you typically place, and what you're paid on it. The output is arithmetic, not a forecast.
This is the figure the $100,000 guarantee is measured against — your revenue, not the premium placed.
At these numbers your commission revenue in the first 90 days clears the $100,000 mark the written guarantee is built around.
The $100,000 guarantee is measured on new annuity production revenue, as defined in your service agreement.
Book a strategy callWe'll rebuild this with your real numbers on the call.
Not a promise on a landing page. A number written into the agreement you sign.
$0
in new annuity revenue, in your first 90 days
Miss it and we keep working free until you hit it.
No retainer. No ad-spend fees. No hidden charges.
Doesn’t meet them? That appointment is replaced free.
We’re building our track record and our case studies.
If we don’t perform we don’t get paid, and we don’t get the testimonial. We lose twice. That’s why the number is real.
Book your strategy callApplies to advisors who meet the onboarding criteria, follow the agreed follow-up process and attend the appointments booked for them. “New annuity revenue” is defined in your service agreement.
One team, one fee. No add-ons, no upsells.
We build, run and optimise your Meta and Google campaigns every day. Ad spend, creative, targeting, testing.
Scripted and edited ad creative, plus the branded intro video every prospect sees before your call.
AI-assisted qualification, follow-up and rebooking, so nobody who raises a hand goes cold.
We build the pages and the two-call booking funnel, and we maintain them.
A live US-based team screens, books and confirms every appointment.
Leads, booked, confirmed, show rate and revenue attributed — live.
We build the site that ranks and converts, so paid traffic isn’t your only source.
One firm per metro or state. Your appointments are never shared with a competitor.
We’d rather say it here than on the call.
15 minutes. We map your territory, your capacity, and what your first 90 days would look like.
You'll get a confirmation and a calendar invite immediately. Reschedule from that invite any time.