Retirement-income client acquisition for annuity producers
We book retirement-income appointments for independent fixed and fixed-indexed producers writing $3M to $15M in annual premium. Every prospect is screened for age, assets and state before they reach your calendar. You take the meeting and write the business.
What you get
Most annuity marketing hands you raw names and leaves the chasing to you. We run the campaigns, screen every prospect and put confirmed retirement-income appointments on your calendar. You see exactly who is coming and why.
Confirmed retirement-income appointments, booked straight onto your calendar in the states you are licensed in. Built for producers with capacity for 10 or more a week.
Age, investable assets, state and intent are checked before anything touches your calendar. Wrong-state, low-asset and duplicate prospects get filtered out, not passed on.
Age 64, retiring in 18 months, $480K in a 401(k). Wants guaranteed lifetime income and asked to compare a fixed-indexed annuity against staying in the market.
Prospects get educated on annuities and reminded before the call, and your credentials are set up in advance. They arrive knowing who you are and what they want to discuss.
Appointments booked, shows, follow-ups and written premium in one view. You always know what your cost per appointment is and what it turned into.
How it works
Timing depends on your states, licensing and how much calendar capacity you open up.
Built around your practice
You set the volume, the days and the asset floor. Nothing gets booked that does not match your filters, and you see the screening notes behind every appointment.
Screened and confirmed by our team. The slot is held until you accept it. Nothing lands on your calendar without matching your filters.
Results
Research, fit checks and outreach ran before a single interested contact reached the client’s team. The same screen-first pipeline we run for annuity producers.
Targeting, outreach and pre-call preparation turned a trickle of conversations into a full calendar of qualified meetings.
Questions
Independent fixed and fixed-indexed annuity producers writing roughly $3M to $15M in annual premium, licensed in 5 or more states, with at least 3 years of production and room for 10 or more appointments a week. If that is not you yet, we will tell you on the fit call and save you the money.
Paid campaigns we run and pay to optimize in the states you are licensed in. Every prospect is screened for age, investable assets, state and intent before anything is booked. You never get a raw lead list.
It depends on your states and volume, and we walk through exact numbers on the fit call. You already run paid acquisition, so bring your current cost per appointment and compare. If our number is not better, do not sign.
A confirmed appointment that does not show does not count against your total. We replace it. You pay for people you actually meet.
Start with a fit call
30 minutes. We look at your premium, your states and your calendar, and tell you exactly how many appointments a week to expect. If the numbers do not work, we say so.