Qualified annuity appointmentsDelivered to your calendar
Our team recorded a short walkthrough of the system and the live numbers behind it. Watch it, then grab a time below and we will map it to your practice.
Your walkthrough video
A few minutes, recorded personally for you30 minutes on Zoom. You pick the time. No pressure, no obligation.
The system, in numbers
Every figure below is from live client campaigns.
Pulled from our internal tracking database, current as of August 2026. Nothing modeled, nothing projected.
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.
Lead quality
What "qualified" means here.
Nobody lands on your calendar by accident. Before a lead ever reaches an advisor, they have:
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Completed a multi-step retirement surveySavings, income sources, and retirement timeline, answered question by question before they ever see a calendar.
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Cleared a $100K+ retirement savings screenRespondents below the threshold are filtered out before booking, so advisor time goes to households that fit.
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Verified their phone with a one-time text codeEvery number is real, reachable, and belongs to the person who booked. No fake digits, no dead lines.
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Chosen their own appointment timeThey pick a specific slot on your calendar themselves and confirm it before leaving the page. Nobody is chased into a booking.
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Come through educational advertising onlyNo gift cards, no sweepstakes, no incentives. They responded to retirement education, not a prize.
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Been confirmed and reminded automaticallyOver 4,400 tracked text messages sent between booking and meeting, so the lead who booked actually shows up.
The median lead
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. We will walk through the live numbers, how qualification works, and what a first flight would look like for your practice.
Book your walkthrough callLive numbers, not slides. If it is not a fit, we will tell you that too.