For Independent Annuity Producers — Open Market
Qualified Annuity Appointments. Shown — Or We Replace It.
Built for independent producers who own their book and set their own calendar. Every appointment is screened on assets, age, and intent before it's ever booked. If it doesn't show, we replace it — no caps, no percentages, until one does.
- $500K+ Investable Assets
- Priority Lane $1M+
- Ages 50–75
- Intent-Verified Before Booking
Applications take minutes. You'll get an instant eligibility result. There's no charge to apply.
Two Problems, Not One
Appointment Volume Doesn't Fix a Business. Two Different Problems Do.
Getting In Front of Qualified Prospects
Shows up, never confirmed. A booked slot that turns into an empty chair is a paid-for hour with nothing to show for it. Enough of those, and every "confirmed" appointment gets discounted before it happens.
Shows up, never qualified. The other version costs the same and looks different — a prospect who shows up but never had the assets, the age, or the real intent to begin with.
Direct mail, dinner seminars, referral pushes, and more than one paid-appointment vendor have all been tried. None of it has been sustainable long enough to plan a quarter around.
Walking In Prepared to Close
Getting a prospect on the calendar is only half the job. The other half happens in the first ten minutes of the meeting. Too often, those minutes get spent re-discovering things a vendor should have already captured — what the prospect actually has, what they're worried about, why they said yes to the appointment in the first place. Walking in cold to a conversation that was supposed to be pre-qualified isn't preparation. It's the same discovery call you'd run on a referral, minus the referral's trust.
How It Works
The Mechanism, Not a Black Box
Three connected steps. Every one of them is inspectable.
Paid Acquisition, Tested Continuously
We run paid campaigns aimed at the same annuity-buying population your book already serves — people actively signaling interest in guaranteed income, not a purchased list of names. Every prospect opts in before any contact begins; consent capture happens at the top of the funnel, ahead of the AI intake. Campaigns run continuously and get tested against each other; the ones producing real, screenable prospects stay live, the ones that don't get turned off.
Qualification + Gated Booking
Every prospect who responds is routed into a conversational AI intake — not a static form. It asks the questions a real intake call would ask: investable and retirement assets, age, what's prompting the interest, and what they're actually worried about. Nobody receives a calendar link until they've cleared the gauntlet. The AI books qualified prospects directly onto your calendar, inside the availability windows you set.
You Show Up and Close
The appointment lands on your calendar with a prep packet attached. You run the meeting. You own the pitch, the follow-up, and the close — nothing about your process, your script, or your client relationship is touched by any part of this mechanism.
The Qualification Gauntlet
Every Appointment Clears This Bar Before It Reaches Your Calendar
We don't ask you to trust the word "qualified." Here's exactly what it means.
Asset floor
$500K+ in investable or retirement assets, captured during intake and checked for consistency against the rest of the conversation.
Priority lane
$1M+ prospects are flagged and routed with priority scheduling.
Age band
50–75, the working range for annuity conversations.
Intent verification
the AI intake confirms the prospect is actively exploring guaranteed income or asset protection strategies, not casually browsing.
Pain-point capture
the prospect's own stated reason for interest is recorded verbatim, not summarized or guessed at.
Booked appointment — only if every gate clears.
The Guarantee
If It Doesn't Show, We Replace It. No Caps. No Percentages.
This isn't a capped allowance. It's a standing rule — we keep replacing a no-show appointment until one shows.
Most guarantee-backed appointment offers cap replacements at a fixed share of what you bought — hit the cap, and any no-show after that is yours to eat. This guarantee doesn't have a ceiling to hit.
A no-show is confirmed only after we've made a follow-up contact attempt to reach the prospect, or 48 hours have passed — whichever comes first. That window runs in both directions. It gives a prospect with a last-minute conflict a fair chance to reschedule before we call it a loss — and it gives you, the advisor, a bounded recovery window instead of an open-ended wait. It's also the throttle that keeps the guarantee honest: a no-show has to be a confirmed no-show, not a guess.
What We Guarantee
- A shown, qualified appointment on your calendar
- Replacement of any confirmed no-show, at no additional cost, for as many rounds as it takes
- A prospect who cleared the asset, age, and intent screen before the slot was ever booked
- A prep packet delivered with every appointment, built from what the prospect actually said
What We Don't Guarantee
- That the prospect buys, transfers, or moves forward
- A fixed number of appointments in a given period
- What happens once you're in the room — the close is yours
- Investment or insurance advice — that's the licensed professional's role, not ours
The Consultant Prep Packet
You Don't Walk In Cold. You Walk In Briefed.
Every delivered appointment ships with a structured profile built from the AI intake — not a name and a phone number.
Here's the format, illustrative only — no real prospect, no real figures:
PROSPECT SNAPSHOT — Sample format, illustrative
- Name & contact: [Provided in the real packet]
- Age band: [Confirmed within screened range]
- Investable assets: [Meets qualification floor — priority lane flagged if applicable]
- Current annuity or IUL holdings: [As stated by prospect]
- Stated intent: [Verified during AI intake — e.g., exploring guaranteed income]
- Verbatim pain point: "[Prospect's own words, captured exactly as said]"
- Best time and method to reach: [As stated by prospect]
- Licensing/state match: [Confirmed against your licensure on file]
What's Already Handled
What You Don't Have to Worry About
Geography
National, open market. Appointments aren't tied to a single territory or split with other producers in your area.
Calendar Control
You set your own availability windows. Nothing books outside them, and nothing forces volume you didn't ask for.
Prep Support
Every appointment ships with a prep packet. You never walk into a first conversation blind.
Onboarding Support
Onboarding and check-ins run with the founder directly — not a rotating support queue.
Who This Is Built For
This Isn't Built for Everyone. That's the Point.
Capacity is real, so we'd rather you self-select than we mismatch.
This Is for You If:
- You're an independent, open-market annuity or IUL producer with calendar room you'd like filled with real conversations, not names.
- You already run commission math on your own deals and can evaluate a guarantee-backed offer on its actual mechanics, not its marketing.
- You want appointments added to your calendar without giving up control of your calendar.
- You're prepared to run the meeting yourself — the close stays yours, always.
- You want a repeatable intake you can plan a quarter around, not a one-off list buy.
This Is Not for You If:
- You're referral-only on principle and not open to any paid acquisition channel, regardless of structure.
- You want raw, unscreened volume over fewer, qualified conversations.
- You don't currently hold an active license to write annuity business in any state.
- You want someone else to run the sales conversation for you — we deliver the appointment; the close is entirely on you.
A Shown Appointment, or We Replace It. No Caps.
Start your application and get an instant eligibility result in the same session.
Line of Business & Capacity
Annuity Appointments Are Live. IUL Is Next, on the Same Rails.
Annuity appointments are available now, nationally, in the open market. IUL appointments are built on the same acquisition and qualification mechanism and are fast-following. Apply now and select IUL or Both — no separate form or waitlist signup required, and you'll be considered early when it opens.
We're accepting applications from a limited number of producers at a time. That's not a countdown or a manufactured scarcity tactic — the founder runs onboarding calls personally, and that's a real constraint on how many producers can be added in a given stretch. Your eligibility result is automatic and instant; the founder personally reviews every application before your onboarding call.
What Happens After You Apply
No Black Hole After You Apply
Here's exactly what happens next — no hard-sell call, just four steps.
1. Apply
Producer profile, line of business, and capacity — takes a few minutes. You get an instant eligibility result before you leave the page.
2. Intro Call With the Founder
A short call to confirm fit, walk through how appointments will be routed to you, and answer anything the page didn't. This is a fit conversation, not a pitch.
3. Calendar & Availability Setup
You set the windows you're actually available. Appointments only book inside them.
4. First Appointment Window
Once your availability is live, qualified prospects begin booking directly onto your calendar, each one arriving with a prep packet.
That's the complete path — from application to your first prep-packeted appointment. Nothing about it requires a hard-sell call or an extended wait.
Questions
Frequently Asked Questions
Qualification
The Guarantee
Ownership Split
Capacity
Qualified Annuity Appointments. Shown — Or We Replace It. No Caps.
Apply, get an instant eligibility result, and book your onboarding call in the same session.