Tired of paying for leads that go nowhere? We find retirees with $250K to $2M+ in savings, confirm them by phone, and book them directly onto your calendar. No retainer. No ad spend. You only pay per booked appointment.
Ready to see appointments like this on your calendar?
See If Your State Is OpenEvery appointment goes through the same process, so you only spend time with retirees who have the assets and the interest to talk.
Most annuity leads come from broad, cheap ads and data lists. You end up calling people without real savings, or who never meant to talk to anyone.
Our ads speak directly to retirees and pre-retirees with serious savings, and our questionnaire filters by age, retirement timeline and savings range before anyone reaches our team.
Online forms are easy to fill with fake numbers, wrong savings or zero intent. You find out on the call, after your time is gone.
Our team calls every retiree to confirm their age, savings and timeline, and makes sure they actually want to talk to a licensed professional.
Shared leads get sold to several agents at once. It turns into a race to the phone, and the retiree stops picking up.
Every appointment is booked for one agent only, directly onto your calendar, with reminders sent to help them show up.
If you can close, we'll keep your calendar full of people worth talking to.
Plug in your own numbers and see what a few appointments per month could mean for your business.
Just one closed deal at these numbers earns you $30,000.
See If Your State Is OpenFor illustration only. Uses your inputs, not guaranteed results. Actual results depend on your close rate, products and market.
We check if your states are open and walk you through how it works.
You tell us where you're licensed and how many appointments you can take.
Our ads go live in your states and our team starts confirming retirees.
Each one includes the retiree's details so you're ready for the call.
You pay per booked appointment, not for clicks, leads or retainers.
$250K to $2M+ in savings, confirmed by phone.
One agent per appointment. Never shared or resold.
We cover the advertising. Nothing extra on your end.
If a retiree misses and won't reschedule, we replace it free.
We run the ads, confirm each retiree by phone, and book them onto your calendar. You pay per booked appointment.
Retirees and pre-retirees, typically 55 to 75, with $250K to $2M+ in savings, who want to talk about protecting their savings or creating retirement income.
Yes. Every appointment is booked for one agent only.
No. We cover the advertising.
If a retiree misses and won't reschedule, we replace it free.
No. We start with a small pilot so you can see the quality first.
We work across the US. Availability depends on how many agents we already work with in each state.
See if your state is open for exclusive, phone-confirmed retiree appointments.
See If Your State Is Open