Prepared for

Qualified annuity appointmentsDelivered to your calendar

Phone-verified, asset-qualified retirees who book themselves onto your calendar. Our team recorded a short walkthrough of the engine and the live numbers behind it. Watch it, then grab a time below.

Your walkthrough video

A few minutes, recorded personally for you

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30 minutes on Zoom. You pick the time. No pressure, no obligation.

The engine, in numbers

Every figure below is from live client campaigns.

We ran this system at cost, through $20,000+ in live ad spend, before ever taking margin. Everything below is from our tracking database as of August 2026. Nothing modeled, nothing projected.

728

Qualified leads delivered

Every one survey-screened and phone-verified before an advisor ever sees them.

278

Appointments booked

Booked by the lead, on the advisor's own calendar, at a time the lead chose.

$9.02M

Investable assets surfaced in a single 104-lead pilot

27 leads disclosed full financials. Median household: $212K investable, age 66.

$1M+

Annuity premium closed from one 5-advisor cohort

Closes of $500K, $300K, and roughly $200K, with a $193K case signing this week from the current batch.

439

Sales calls recorded and AI-analyzed

We transcribe and analyze advisor calls, so the system learns what actually books and closes.

51%

Verified show rate in our latest firm pilot

Every held meeting individually confirmed. Not calendar entries, actual conversations.

Counts are cumulative across active client campaigns. Show rate is from the most recent completed firm pilot, where every held meeting was verified one by one.

Client successes

Wins on the board, right now.

A rolling snapshot from the advisors and firms running on the system. First names only, and client details withheld for privacy.

Closed + in closing

$2M+

Client assets closed or actively closing

A retirement planning firm running fully on our system has moved over $2 million in client assets to closed or actively in the closing process.

Valoram Solutions

Retirement planning firm

Closed

$500K

Annuity premium closed

Paul wrote a $500K annuity case from appointments delivered in a single 5-advisor cohort.

Paul

Independent advisor

Closed

$300K

Annuity premium closed

David closed a $300K annuity case from delivered appointments in that same cohort.

David

Independent advisor

Closed

$200K

Annuity premium closed

Roughly $200K in annuity premium closed from his delivered appointments, with four more prospects actively in his closing process at last report.

Cornell

Independent advisor

Actively closing

$1.19M

Premium in play from one batch of leads

22 first appointments off one batch. A $193K case is set to sign this week, with three third appointments behind it, the largest a possible $500K.

David

Independent advisor

Third meetings

$800K

Premium in play, same batch of leads

23 first appointments for a second advisor on the same batch, so it was not one lucky run. Three households at third-meeting stage, two more in second meetings, the largest a $500K case.

Phil

Independent advisor

Lead quality

What "qualified" means here.

Nobody lands on your calendar by accident. Before a lead ever reaches an advisor, they have:

Completed a multi-step retirement surveySavings, income sources, and timeline, answered before they ever see a calendar.
Cleared a $100,000 asset floorApplied before a calendar ever opens, so your time only goes to households that fit.
Verified their phone with a one-time text codeEvery number is real, reachable, and belongs to the person who booked.
Booked themselves on your real calendarThey pick the slot and confirm it before leaving the page. No phone tag, no chasing.
Yours aloneOne advisor per lead, never resold. The lead lands in your CRM and you own the data.
Confirmed, reminded, and transcribedAutomated reminders between booking and meeting, and every call recorded and read so you see what happened.

The median lead

Age66

Investable assets$212K

Savings screen$100K+

PhoneVerified

AppointmentSelf-booked

Age and asset figures are the median of the 27 pilot leads who disclosed full financials on their survey.

See what this looks like pointed at your calendar.

Grab 30 minutes with our team: a live walkthrough of the engine, your questions answered, and the full pricing breakdown on the call.

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Live numbers, not slides. If it is not a fit, we will tell you that too.