104
Leads delivered
Prepared for
The Annuity Appointment EngineProspects that book themselves
Phone-verified, asset-qualified retirees who put themselves on your calendar. Watch the walkthrough, then find every number from it on the page below.
Book your walkthrough call
30 minutes on Zoom. You pick the time. No pressure, no obligation.
Why you are here
You are here for one of two reasons.
Everything below is written to answer whichever one you are.
01
You want another source for annuity appointments.
Your calendar has room in it, and you want something that fills the gaps without adding another thing for you to run.
02
You want a better source for annuity appointments.
You have bought annuity leads before. They were resold, unverified, or they had no idea what they opted into. You want the other kind.
Which one are you?
The comparison
How we compare to other annuity lead vendors.
Vendors in this space work one of two ways. They sell you volume that is cheap and unqualified, or they sell you quality at a markup that eats the case. You pay the price in quality or you pay it in money.
Every other vendor
You buy a name and a phone number.
- ×Sold to several advisors at once
- ×Nothing verified before it reaches you
- ×No idea what they have saved
- ×You do the chasing and the convincing
$400
per lead for the phone-qualified kind, and it is still shared with other advisors.
What we do instead
You get a meeting on your calendar.
- ✓One advisor per lead, never resold
- ✓Phone verified before a calendar opens
- ✓Asset floor applied before they reach you
- ✓They book themselves, on your calendar
Under $100
per lead, exclusive to you, and priced to run every month instead of once.
How much under $100 depends on volume. We walk through the exact number on the call.
Why we are different
We ran it at cost until it worked.
Before we charged anyone margin, we ran this system on our own money and let advisors tell us what was broken. What you are looking at is not a concept. It is what survived that.
728
Leads generated
to date
to date
$20,000+
Live ad spend the system
has been through
has been through
At cost
What we charged
while we refined it
while we refined it
We took no margin
We ran at cost for months, so the refining was on our time, not your budget.
Built with advisors
Shaped by the people actually taking the calls, not guessed at from a dashboard.
Tracked to the close
We followed leads into the sales process that closed them and fed that back into the ads.
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.
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.
33% to 44%
Self-book rate across delivered flights
The lead books without an advisor lifting a finger. Dialing the ones who do not book adds another 10% to 15%.
50% to 60%
Show rate on booked appointments
Held meetings, individually verified against call records rather than counted off the calendar.
$9.02M
Pipeline surfaced in a single 104-lead flight
Investable assets across the 27 leads who disclosed full financials, of which $5.42M was discussed as annuity premium.
$800K
Annuity premium closed and confirmed
A $500K case and a $300K case written from delivered appointments, with a $193K case signing 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.
$212K
Median household investable assets
Median age 66. Average case size runs $200K to $250K, with outliers in both directions.
Under a week
From signed to leads landing
Funnel, calendar, CRM and creative built and live, usually inside seven days.
Counts are cumulative across active client campaigns as of August 2026. Show rate and self-book rate are the observed spread across delivered flights; the low end of each is what a first month should be planned against.
Where we are today
Two flights. Both finished.
Not pilots we are still running. Two completed flights of delivered leads, with the appointments and the pipeline they produced.
Agency partner
Flight one
44
Appointments booked
$9.02M
Pipeline surfaced
Client reported
Four-advisor cohort
Flight two
276
Leads delivered
90
Appointments booked
33%
Self-book rate
Four independent advisors
Flight one ran with an agency team dialing every lead that did not self-book. Of the 60 who did not book themselves, that effort produced 13 more conversations and 7 more second appointments, which is where the 10% to 15% lift figure comes from.
Advisor by advisor
Three advisors, three batches, in their own words.
The same system pointed at three different calendars. Each quote is lifted from the advisor's own email update.
D
David
Independent advisor, one batch
70Leads
22First appointments
31%Self-book rate
$1.19M
Premium in play
$193K actively closing, and $30,000 in commission already closed off this batch.
"I have 1 sale lined up so far from the last batch. It will be $193k premium. I also have 3 third appointments scheduled that may result in additional sales. Two of them are in the mid $200k range and the one next month could be as much as $500k."
The advisor, by email
P
Phil
Independent advisor, same batch
71Leads
23First appointments
32%Self-book rate
$800K
Premium in play
Three households at third-meeting stage, two more in second meetings.
"I have three that have progressed to 3 meetings or another discussion. Also, two others still working on second meeting but active."
The advisor, by email
A
Agency team
Flight one, seen from the closer's desk
104Leads
44First appointments
44%Self-book rate
$1.6M
Premium in play
The same 104-lead flight as above, counted a stricter way: not the $9.02M of assets those households hold, but the premium this advisor considers actively moving. $1M of it from a single prospect, across multiple accounts.
"I was conservative with these. I have $1 million coming from one prospect, then $250,000 and another $350,000 on top of that."
The advisor, relayed by his partner
Also on the board
More than fits in the walkthrough.
Results from advisors and firms running on the system that the video does not cover. First names only, and client details withheld for privacy.
The machine
Click to held meeting, in five steps.
This is the whole path. We build it, we run it, and you get the meeting at the end of it.
Step 1
The ad
Built and tested for retirees on Facebook and Instagram, judged on held meetings rather than clicks.
Step 2
The survey
Ten questions on age, assets, income target and their biggest worry in retirement. Qualifies them and verifies the phone before a calendar opens.
Step 3
The video
Built from their own answers. Sells the meeting before you ever speak to them.
Step 4
The calendar
They pick a time on your real calendar, with your face, your bio and your testimonials in front of them. No phone tag.
Step 5
The transcript
Every call recorded and read, so you see what happened and the ad messaging learns from it.
About step 3, because it is the part nobody else does
The video on the booking page is not one video. Two of the survey answers decide which one plays: whether they want income now, income later, or safe growth, and whether their money sits in CDs and savings or in the market. That is twelve separate videos, one for every combination. Someone who says they want income now and holds most of their money in the market watches a video about exactly that. It resonates because it is their situation, and they book because of it. After they book there is a second video on the confirmation page doing the same job for show rate.
Scope of service
What you get.
Not a lead file. The demand, the infrastructure it runs on, the media that feeds it, and the reporting that proves it.
Demand
- ›Annuity leads
- ›Booked appointments
Infrastructure
- ›The full funnel, ad to post-booking page
- ›CRM access, on GoHighLevel
- ›Email and SMS nurture, plus reminders
Media
- ›Ad creation
- ›Campaign management
- ›Ad spend
Visibility
- ›Data reporting
- ›Dashboards built to what you ask for
Ad spend is 100% our risk
If costs rise, whether from seasonality or a creative going stale, that hits our bottom line and not yours. There is no ad budget on your side of the table.
Live inside a week
Onboarding is under a week from signed to leads landing. Adding another agent after that takes about a day.
Both founders on support
Jackson and Andrew are reachable directly. Most questions have already been asked by another advisor, and the ones that have not get answered anyway.
Lead quality
What "qualified" means here.
Nobody lands on your calendar by accident. Before a lead ever reaches an advisor, they have:
-
Completed a 10-question retirement surveyAge, assets, income target, timeline, and the thing they are most worried about. All of it is in your hands before the call.
-
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 four-digit text codeTextable and callable numbers only. No landlines, and no numbers that do not belong to the person who booked.
-
Been introduced to you before they bookYour face, your biography and your testimonials are on the booking page. They know who they are meeting.
-
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.
The median lead
Age66
Investable assets$212K
Savings screen$100K+
Typical case size$200K to $250K
PhoneVerified
AppointmentSelf-booked
Age and asset figures are the median of the 27 pilot leads who disclosed full financials on their survey.
Who this is not for
Skip the call if this is you.
We would rather you read this and opt out than book, buy, and find out in month two. If you check any of these boxes, this is not the right fit yet.
Gate 01
You wrote under $1M in annuity premium last year.
Better leads do not fix a sales process. If you are not already closing annuities, this will not be the thing that starts it. If you are under that number but ready to step up and put real reps in, book the call anyway and say so.
Gate 02
You cannot work 100 leads a month.
One hundred leads a month is the sweet spot: enough to fill a calendar, not so many that they rot. Everyone wants the volume. Dialing them, texting them, and sitting the appointments is a different question. Answer it honestly.
Gate 03
You expect the lead to do the closing.
They are asset qualified, phone verified, and they show up on your calendar. They still have to be sold by someone. Annuity leads do not close themselves.
Gate 04
You drop a lead after the first attempt.
The return lives in the follow up. On flight one, 60 leads did not self-book, and consistent dialing turned them into 13 conversations and 7 second appointments. If a prospect who misses two calls is dead to you, the math will never work in your favor.
If none of that sounds like you, the next step is thirty minutes on a call. If you are not sure which side of those gates you fall on, score yourself below.
Two minutes, six questions
Are you ready for 100 leads a month?
The same four gates from the walkthrough, turned into a straight answer. Nothing is sent anywhere and no email is required. You get the result on this page the moment you finish.
Four scored gates, 12 points possible
What is working
What is in the way
Fix this first
Book a call on the calendar below.
A live walkthrough of the whole funnel from start to finish: the ad creative, the landing page, the survey, the videos, and the nurture. Every question you have, answered. And the exact price.
Live walkthrough
Answer questions
Pricing breakdown
30 minutes on Zoom. Live numbers, not slides. If it is not a fit, we will tell you that too.