ABOUT THE SERVICES
Empowering Retirement Experts by providing
Calendar-Booked Annuity Appointments with High-Intention Prospects Virtually.
START BOOKING APPOINTMENTS TODAY
55+ Year Old Prospects ONLY, Pre-Retiree to Already Retired, Interested in Growth and Income Products Immediately
Strategic Planning
Qualifed and Non-Qualified
Financial Consulting
TAKING A FRESH LOOK
Company Services
Strategy
By building The Funnel with prospects, where Agents are text messaged when prospects hit different stages, Agents are more empowered to ACT FASTER at the moment a prospect is engaged.
Prospect AUM
At the middle stage of The Funnel, Agents get a text message showing the prospect's name, phone, email, age, AUM, state of residence, and their retirement time horizon. Agents can then ACT FASTER.
Auto-Appointments
At the last stage of The Funnel, Agents get a text message alert that
prospects have booked an appointment on their calendar, which merges with their Google, iPhone, or Outlook Calendar.
Grow Business
With a steady stream of booked appointments from a well-oiled machine, Agents are constantly showing new prospects ways to convert retirement funds.
Open to All
Whether you're an IMO, NMO, GMA, or GA client, we are here to provide leads and booked appointments for anyone. Our SaaS platform delivers premium leads to anyone.
Our Prospects
The average AUM for our prospects is $500k, and the average age is 61,
looking for security and safety in their retirement with an ability to grow the
balance and access income.
COMPANY PROGRASS
Annuity Solutions for Insurance Agents: Maximize Your Business Potential in Virtual Worlds
Whether you are a seasoned insurance agent or just starting out, our tailored solutions are designed to help you succeed. Insurance professionals and prospects are doing more tasks over the phone and online. This is the post-COVID world we live in. Let us help you take advantage of that.
Web Solution
ITS ABOUT AGENTS HELPING AGENTS
About Our Origins
A. Arthur Peterson, Founder
"Discouraged from other available lead services, I wanted a lead source that allowed me the option to contact prospects within seconds of their interest being piqued and didn't come with recruiting strings attached. Agents deserve more equitable options for leads."
INCREASE YOUR BOOK OF BUSINESS
Do you want to double or triple your leads for annuity business?
TIPS & UPDATES
Reasons Annuity Sales are on the Rise.
Now is the best time in history to help seniors throughout the USA.
Studies and polls show that seniors are more concerned than ever about the direction of their lives, the cost-of-living expenses, and whether they will outlive their financial resources.
Various market indicators show the markets are approaching a bubble.
Many seniors are looking for solutions to overcome the stress of financial uncertainty. Financial Stress is one of the biggest contributing factors to heart attacks and strokes.
POSSIBLY THE LOWEST-PRICED SOLUTION OF ITS KIND ONLINE TODAY!!
One Available Package
Standard Transparent Pricing
1 Month Package
$2,999 per month*
Subject to Terms and Conditions & Privacy Policy
*plus fees including 2.9% Stripe billing fees https://stripe.com/pricing
What do they think about our platform?
William
Agent since 1992
"My calendar is always full. I had to take on a staff to make initial calls from the sheer number of leads generated."
Andrew
Agent since 2009
"The best part about this is I know I am helping people who are actively seeking a secure solution in retirement."
Michael
Agent since 2003
"My time is never wasted wondering if I can locate new prospects. I always know I have new appointments on the way."
Frequently Ask Questions
Why are we only focused on Retirement Planning?
In the Retirement Planning community, people already have qualified and non-qualified accounts. By focusing on this market, we help Agents make a difference while getting compensated by their carriers. With so many things that can go wrong in the life insurance markets, from not passing physicals to not passing background checks, wasting time on areas that may be prevented from bringing in revenue can lead to industry-related frustrations. Retirement Planning not only provides a guarantee against market loss for the enrollee but also brings in revenue quicker than insurance premiums. Most of us don't want to starve trying to find steady work while constantly doing the next right thing.
Are the leads exclusive?
All leads generated are exclusive to the life of the relationship. While there is no way to guarantee a prospect won't go back to click on an ad multiple times, we utilize algorithms to exclude leads that have already been acquired. Additionally, our goal is to provide a quality service at an affordable price that negates the desire to resign from the service.
How many leads should I expect to receive?
Our subscribers generally see 20 to 40 appointments monthly, with a total of over 75 leads per month. Not every prospect will go beyond giving their AUM and personal details to book an appointment. However, we do have processes in place to encourage those who opt-in to receive information to follow through with a booked appointment and many do.
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