The two numbers that decide it
The problem
Why annuity prospect flow usually fails
Shared and resold records
The same retiree reaches four advisors inside ten minutes.
No education before the call
You spend the first 40 minutes teaching instead of advising.
Unverified assets
A $40k IRA and a $900k rollover look identical on a form.
No-shows nobody owns
Nothing confirms the booking, so a workable cost becomes unworkable.
IUL spill-over
Generic retirement funnels pull a younger, different buyer.
Agencies new to the vertical
A copied funnel with no compliance thinking behind it.
The system
What we run instead
Nurture starts before the click
A long-form advisor video frames the decision: income sequencing, protecting principal, what a guaranteed income floor is. We write the VSL script. You or your spokesperson record it.
Qualification, not a form
Age band, retirement horizon, where the money sits, investable-asset band, state. Anyone outside your profile never reaches your calendar.
Pre-call education
A short video series and plain-English resources between booking and the appointment. They arrive knowing the product category.
Confirmation sequence
Instant SMS and email, calendar invite, day-before touch, morning-of reminder, one-tap reschedule. This is where the 70% show rate comes from.
Your calendar, your records
The appointment lands with the full qualification record and the ad it came from. The account and the data are yours from day one.
Weekly testing, monthly review
Creative refreshed on rotation. Spend only steps up after we look at the numbers together.
Appointment setting
A trained team dedicated to your business
We staff a setting team on your account. They qualify every prospect, book the appointment, run the full confirmation sequence, chase reschedules and recover no-shows, managing the pipeline end to end.
The one thing they do not do is take the appointment. You take the call on whichever platform you prefer, Zoom, Google Meet or Microsoft Teams. We set up and send the meeting link.
Phone-verified
Our team re-confirms the investable-asset standard by phone before it shows as an appointment.
Your platform
Zoom, Google Meet or Teams. The link is built and sent by us.
Unit economics
One month at the $250k screen
| Line | Value | Owner |
|---|---|---|
| Cost per booked appointment | $180 | Our media buying |
| Appointments booked | 12 | Your target |
| Ad spend | $2,160 | You, direct to Meta |
| Show rate | 70% | Our confirmation sequence |
| Appointments held | 8.4 | Result |
| Close rate on shows | 25% | Your sales process |
| Clients written | 2.1 | Result |
| Avg commission per client | $17,500 | Your product mix |
| Commission written | $36,750 | Illustration, not a guarantee |
Raise the minimum, raise the cost
Each step up in the asset minimum adds roughly 35% to cost per appointment. The calculator prices all four tiers.
Open the calculator →Reporting
What you look at each morning
Your account dashboard
Creative performance
Fit
Who this works for
- ✓Producers writing FIA or income annuities as a core part of the book
- ✓Practices with capacity for 8 to 30 qualified conversations a month
- ✓Advisors who answer a booked call on time
- ✓Anyone willing to appear on camera, or approve a spokesperson
- ✓Firms that want to own the ad account and the data
- ✓Producers able to commit to a 90 day testing window
And who it does not
- ✕Anyone buying prospects at a price per record
- ✕Practices where nobody owns follow-up
- ✕Advisors expecting guaranteed production figures
- ✕Firms unwilling to have creative compliance reviewed
- ✕Anyone wanting an IUL tax-free retirement funnel
- ✕Producers judging an account at week three
First call questions
Straight answers
Are these appointments exclusive to me?
Yes. Your brand, your ad account, your calendar. The record is never sold or shared, and we cap how many producers we run in the same market and product.
Who records the video?
We write the VSL script and direct it. You or your chosen spokesperson record the video. It runs under your brand, so the voice has to be yours.
How do you verify investable assets?
Self-reported in bands first, then re-confirmed by our setting team on the phone before it shows as an appointment. Nobody can verify a balance sheet from an ad click, so you see the answers before the call.
Where does the 70% show rate come from?
The confirmation sequence, plus disqualifying people who were never going to show. It is an operating target we report against monthly, not a contractual guarantee.
Who pays for ads?
You do, directly to Meta, from a Business Manager your firm owns. We never hold it and take no margin.
What happens to my data if we stop?
You keep the ad account, the pixel history, every record, the CRM and the creative. We remove our access and export on request.