Insights for annuity producers
Straight answers on qualified appointments, pricing and lead generation.
APPOINTMENTSTen Questions to Ask Any Appointment Vendor Before You Pay Them
Including us. You are buying something you cannot inspect until after the money has moved, so the questions you ask beforehand are the only quality control you get.
PRICINGWhat Annuity Appointments Cost in 2026, and Why the Range Is So Wide
Quotes in this market run from about $200 to $1,800 for something every vendor calls an appointment. The spread is not margin. It is four different variables, and once you know them you can tell which end you are being sold in about two questions.
APPOINTMENTSWhy Retirees Do Not Show Up, and What Actually Changes It
Almost nobody misses an annuity appointment because they stopped being interested. They miss it because they got nervous, because nothing they did cost them anything, or because the person who had to be in the room was never asked. All three are fixable.
PRICINGThree Pricing Models, Not Two: Leads, Booked Appointments, and Shown Appointments
Most comparisons skip the middle one. That is where producers lose the most money, because a booked appointment and a shown appointment are sold with the same words and are not remotely the same product.
LEAD GEN STRATEGYWhat a Dinner Seminar Actually Costs, and the Bet You Are Placing When You Book One
A seminar is not expensive because of the steak. It is expensive because you commit the entire budget before you know whether a single qualified person will walk through the door.
APPOINTMENTSSix Things We Check Before an Annuity Appointment Reaches Your Calendar
What qualified actually means, and the six points we confirm by phone before anyone is booked.