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Prepared for

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 you
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30 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.

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.
$800K+
Annuity premium closed from one 5-advisor cohort
A $300K close and a $500K close, 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.
V
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.
P
Paul
Independent advisor
Closed
$300K
Annuity premium closed
David closed a $300K annuity case from delivered appointments in that same cohort.
D
David
Independent advisor
Signing this week
$193K
Premium set to sign Saturday
David's next case is scheduled to sign, with three third appointments behind it: two in the mid $200K range and one that could reach $500K.
D
David
Independent advisor
Third meetings
3
Households at third-meeting stage
Phil is working three households at third meetings: ranges of $100K to $300K, $100K to $200K, and a $150K expiring annuity rolling to a MYGA. Two more are in second meetings.
P
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 retirement timeline, answered question by question before they ever see a calendar.
  • Cleared a $100K+ retirement savings screenRespondents below the threshold are filtered out before booking, so advisor time 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. No fake digits, no dead lines.
  • 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.
  • Come through educational advertising onlyNo gift cards, no sweepstakes, no incentives. They responded to retirement education, not a prize.
  • 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

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. We will walk through the live numbers, how qualification works, and what a first flight would look like for your practice.

Book your walkthrough call

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