Qualified annuity appointments, booked on your calendar.
We run the paid ads, build the authority funnel, and screen every prospect against criteria you set. You show up to the Zoom and do what you're good at.
Retainer model · No numeric guarantee · Criteria agreed on a recorded onboarding call
Choose a time for your complimentary session
30 minutes on Zoom. No obligation, no product pitch — a conversation about your retirement income plan.
Tuesday, 14 October
Licensed to use a system that has handled more than $15 million in ad spend — the creative frameworks, funnel architecture and screening process on this page come from that system, not from a standing start.
Everything between a cold scroll and a held appointment.
Most advisors get handed leads and left to chase them. We own the whole path — the ad that stops the scroll, the page that qualifies, and the invite that actually holds.
Ads that name the prospect
Direct-response video built for pre-retirees with real assets. The profession and the asset floor go in the creative, so the filtering starts before the click.
A funnel that filters
A qualifying application, a scheduling page and a confirmation flow designed to hold the booking rather than just capture an email.
Appointments that fit your book
Age, assets and intent screened before a slot is confirmed.
Reminders and recovery
Text and email from booking to call, with rebooking when someone slips.
Reporting you can read
Cost per booked appointment, show rate and pipeline in one daily view.
Everyone runs the same annuity ad. That's the opportunity.
Scroll the ad library for this niche and you'll see four creatives with different logos on them. We build the one that doesn't look like the others.
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PLAN WITH CONFIDENCE
Static image, stock couple, generic promise
- Nobody is named. "Free retirement review" talks to everyone over sixty, so it converts the ones with nothing to move.
- Nothing to qualify on. No asset floor in the ad means the asset floor gets discovered on your call, at your cost.
- Interchangeable. Cover the logo and four firms are identical, so the auction competes on price alone.
Physicians within 10 years of retirement — the tax trap nobody warned you about.
For physicians retiring
in the next 10 years
$500K+ investableAirline pilots: your pension is not the whole plan. Here's the gap.
Pilots approaching
the age-65 rule
$500K+ investableEngineers with a 401(k) over $500K — what to do in the five years before you stop.
Engineers, five years
from retirement
$500K+ investableAttorneys: partner distributions stop. Guaranteed income doesn't.
For attorneys leaving
the partnership
$500K+ investableVideo, named audience, stated asset floor
- The prospect is named. Doctors, pilots, engineers, lawyers — people recognise themselves and self-select in.
- The floor is in the creative. Putting the asset level on the thumbnail filters before the click, not after the call.
- Video carries authority. A person speaking to camera beats a stock couple on a lakeside bench every time.
- Built to be replaced. New concepts ship on a schedule so performance doesn't decay into fatigue.
Three pages that turn a click into a held appointment.
The funnel does the qualifying so your calendar doesn't have to. Each stage removes the wrong person and reassures the right one. Pick a stage to see it.
Asking someone to qualify raises the value of what sits on the other side. Below the fold carries the education: guaranteed lifetime income, principal protection, tax-deferred growth. By the time they reach the button they've talked themselves into the call.
No thank-you dead end and no "we'll be in touch". The form captures name, email, phone, state and preferred contact method — enough for compliant follow-up, and enough for you to prepare before the call.
The confirmation restates when, where and what to expect, sets the 24-hour reschedule rule, and puts a face to the firm before the call. From there the reminder sequence takes over by text and email, and anyone who slips goes into rebooking rather than into a spreadsheet.
See if a guaranteed income strategy fits your situation
Three questions. If it's a fit you'll pick a time on the next screen; if it isn't, we'll tell you.
No cost. No obligation. Your answers are not shared or sold.
Choose a time for your complimentary session
30 minutes on Zoom with a licensed advisor. No obligation and no product pitch.
Tuesday, 14 October
Name, email, phone, state and contact preference collected on confirm.
Your session is confirmed
A calendar invite and a Zoom link are on their way to your inbox now.
Criteria you set, screened before the slot is confirmed.
We agree the definition of a qualified appointment with you on a recorded onboarding call, then hold the funnel to it. Nobody moves the goalposts afterwards.
Investable assets, stated by the prospect at application before a slot is offered.
The age band where guaranteed income is genuinely a fit and the conversation can go somewhere.
A complimentary, educational session framed with no obligation, so nobody arrives defensive.
Video by default. Face to face lifts show rate and shortens the distance to a second meeting.
What a full calendar is actually worth.
Four inputs. Move them to your own numbers — appointment capacity, close rate, the premium you typically place, and what you're paid on it. The output is arithmetic, not a forecast.
Your inputs
Exclusive appointments booked onto your calendar — never shared with another advisor.
Sat appointments that become a placed case. Use your own historical number, not your best month.
Client money placed into the contract. This is not your revenue — your commission is calculated from it.
Gross commission on placed premium, across your carrier and product mix.
These figures are an illustration built from the numbers you entered — not a promise, projection, or guarantee of results. What you actually produce depends on your close rate, your carrier and product mix, the suitability determinations you make, and the cases you choose to write.
Projected production
Your commission revenue, first 90 days
The headline figure is your commission revenue, not the premium placed. We'll rebuild this with your real numbers on the call.
The things advisors ask on the first call.
How do you define a qualified appointment?
We define it with you, on a recorded onboarding call, before anything goes live. Asset floor, age band, geography and product focus all get set there so both sides work from the same definition from day one.
Do I own the ad account and the funnel?
Ad spend sits in an account tied to you and the funnel is built for your brand. You see spend, cost per booked appointment and show rate directly rather than through a monthly summary.
What's the model?
A monthly retainer covering creative, media buying, funnel build and calendar management. Ad spend is separate and paid to the platform. Service fees are non-refundable and there's no numeric appointment guarantee — that's deliberate, and we'll explain why on the call.
How long before appointments start?
Build and compliance approval take the first stretch, then the account needs data to find the right prospects. We'll give you a realistic timeline for your market and asset floor, not a number designed to close you.
Who handles compliance?
You and your firm do. We build creative and pages to your compliance requirements and change what needs changing. Nothing goes live that your process hasn't cleared.
What if the appointments aren't right?
Then the criteria or the targeting is wrong and we fix it — that feedback loop is the job. Review is weekly and qualification criteria can be tightened at any point.
Book a strategy call.
We map your territory, your weekly capacity, and what your first 90 days would look like — and we'll tell you straight if this isn't a fit.
You'll get a confirmation and a calendar invite immediately. Reschedule from that invite any time.