Retirees on your calendar. Not on a shared list.
Exclusive, pre-qualified annuity appointments booked straight onto your calendar. I run the ads, qualify every prospect and handle the follow-up.
Hi, I'm Jess. I fill advisor calendars with retirees who already raised their hand. See how it works
Prospecting is eating your best hours.
You got licensed to help people plan their retirement, not to dial lists all day. Here's what most annuity advisors are stuck with:
You advise. I handle the rest.
I run the ads
Video ads on Facebook, Instagram and YouTube reach pre-retirees and retirees in your area who are thinking about protecting their savings.
Every lead gets qualified
Prospects answer questions on age, investable assets and timeline before they ever reach you. Tire-kickers get filtered out.
They land on your calendar
Qualified prospects book directly with you. Automated text and email reminders keep show rates up.
Limited to 3 advisors per territory.
What lands on your calendar
Every appointment comes with the prospect's answers, so you walk in knowing who you're talking to.
Built for advisors who close.
This is for you if…
- You're licensed and actively writing annuities
- You have room for more appointments every week
- You follow up fast and show up prepared
- You want a predictable pipeline, not a lucky month
This is not for you if…
- You're still waiting on your license
- You want cheap leads to blast with robocalls
- You won't call a prospect back the same day
- You're not ready to invest in growing your book
Every lead is yours alone.
Every prospect comes from ads run for your campaign. They're never shared, resold or recycled to another advisor in your area.
Questions advisors ask me
How fast can I start getting appointments?
Most campaigns go live within 7 days of kickoff. Appointments usually start landing on your calendar in the first week or two after ads launch.
Are the leads really exclusive?
Yes. Every prospect comes from ads run for your campaign and goes only to you. They are never shared, resold or recycled to another advisor.
How are prospects qualified?
Before booking, prospects answer questions about their age, retirement savings and timeline. We set the minimum investable assets with you, typically $100,000+.
What lead types do you offer?
Annuity and retirement income, TSP rollovers for federal employees, and IUL. You can run one or combine them.
Do I need to know anything technical?
No. I build and manage the ads, landing page, CRM, calendar and follow-up. You just show up to the appointments.
What does it cost?
Pricing depends on your territory and how many appointments you want each month. Fill out the short form at the top of this page and I'll send you the details.
Want appointments in your area?
Answer a few quick questions and I'll check if your territory is open.
See If My Area Is OpenNo obligation. I'll reply within 24 hours.