Get Qualified Annuity Appointments
Every Month
We build and manage your complete done-for-you annuity lead generation system, from VSL creation to paid ads to automated follow-up, so you get exclusive, pre-qualified appointments booked directly into your calendar.
Watch: How We Get Annuity Advisors Qualified Appointments Every Month. Replace this with your VSL
- Exclusive Leads Only
- Facebook & TikTok Ads
- Fully Done-For-You
- Avg. $250/Appointment
Advisors Served
Avg. Cost Per Appointment
Avg. Appointment Show Rate
Lower Cost vs Lead Vendors
Potential ROI Calculator for Annuity
Adjust your monthly ad spend and see your projected appointments, clients, and revenue.
For illustration purposes only. Results will vary depending on your niche, targeting, ad performance, sales performance, and other variables.
Most annuity advisors are paying $2,000–$5,000 per appointment without realizing it.
Traditional lead vendors charge $200–$500 per annuity lead. That sounds reasonable, until you realize only 1 in 10 of those leads ever converts into a booked appointment. That means your real cost per appointment is between $2,000 and $5,000.
And those leads? They were sold to 5–10 other advisors at the same time. You’re cold-calling people who barely remember filling out a form, competing against advisors who received the exact same lead.
There’s a better way. Our clients generate exclusive annuity appointments at an average cost of ~$250 per booked call, and the leads already know who you are before they get on the phone.
Others vs. Advisor Systems
Cost Per Appointment
Other lead companies charge $200–$500 per annuity lead. With only 1 in 10 converting to appointments, that's $2,000–$5,000 per booked appointment.
Our clients average ~$250 per booked appointment running paid ads. That's 8–20x cheaper than buying leads from traditional lead vendors.
Lead Exclusivity
Most lead vendors sell the same lead to 5–10 different advisors simultaneously. You're competing against yourself before the call even starts.
Every lead generated through your campaign is 100% exclusive to you. They opted in to speak with you specifically, no one else gets that lead.
Appointment Quality
You receive a spreadsheet of names and phone numbers. You spend hours cold-calling leads who barely remember filling out a form.
Leads self-schedule directly into your calendar after watching your VSL. They know who you are, what you do, and they chose to book with you.
Long-Term Strategy
Stop paying for leads, the leads stop. You're renting someone else's audience with no asset being built for your practice.
Your SEO and YouTube content compounds over time. Clients who've been with us 2+ years now receive free organic annuity leads every month.
Your complete annuity lead generation system, built for you
Seven steps. Fully done-for-you. From zero to a predictable flow of exclusive annuity appointments in your calendar.
Strategy & Questionnaire
We start by learning your business inside out, your ideal annuity client profile, investment minimums ($250K, $500K, $1M+), geographic targets, and competitive advantages. This shapes every element of your campaign.
Video Sales Letter (VSL) Creation
We write and produce a high-converting VSL that explains how you help annuity clients, what makes you different from other advisors, and why they should book a call with you, not someone else.
Sales Funnel Build
We build your complete automated appointment funnel: opt-in page, video page, application page, scheduling page, and confirmation page, all branded to your practice and connected to your calendar.
Follow-Up Email Sequences
Not every lead books immediately. We write 3 months of weekly automated follow-up emails that nurture your annuity leads and convert them into booked appointments over time, completely on autopilot.
Paid Ad Campaign Launch
We set up and launch your Facebook/Instagram and TikTok ad campaigns targeting people aged 55–70 with $250K+ in investable assets who are actively researching annuities and retirement income strategies.
Launch, Grow & Run on Autopilot
We launch your paid ad campaigns, map out 52 weeks of SEO and YouTube content for long-term organic leads, and once live, the system runs on autopilot. Leads come in, the funnel qualifies them, and appointments land in your calendar. We stay in the background and don't stop until it converts.
What our annuity clients actually pay per appointment
Average cost per appointment by asset target (nationwide, excl. New York)
What annuity advisors say after working with us
Watch real annuity advisors share their results
Full-length case study interviews with advisors who have been running their Advisor Systems campaign for 6–24 months.
Frequently asked questions about annuity lead generation
Exclusive annuity leads are leads generated specifically for your practice that are never shared with any other advisor. When someone fills out your opt-in form, they are responding to your ad, your VSL, and your offer, making them exclusively yours.
Our clients generate annuity leads ranging from $5 to $50 each using paid ads. The average cost per booked appointment is approximately $250 when running Meta or TikTok ads (ranging $200–$300 depending on asset minimums and location). This is significantly lower than buying leads from traditional lead vendors, where the true cost per appointment often exceeds $2,000–$5,000.
Most clients begin seeing their first leads within 7–14 days of launching their paid ad campaign. The full funnel setup (VSL, funnel, emails, ads) typically takes 2–4 weeks to complete before launch.
We can target annuity prospects with $250K, $500K, $1M, or more in investable assets. We can also target by age (typically 55–72), geography, income level, and other demographic factors relevant to your ideal client profile.
No. The entire system is built and managed for you. Once set up, your only job is to show up for the appointments that land in your calendar. We handle all the technical setup, ad management, and ongoing optimization.
We primarily use Facebook and Instagram (Meta Ads) and TikTok Ads. Both platforms allow precise targeting of the 55–70 age demographic with retirement savings. We recommend starting with Meta Ads for most annuity advisors due to the higher concentration of your target audience.
Yes. In addition to paid ads, we research and map out a YouTube and blog content strategy targeting the exact questions your ideal annuity clients are searching for on Google and YouTube. Clients who have been running their organic strategy for 12+ months often receive free leads every month with zero ad spend.
Seminars require significant upfront cost ($3,000–$10,000+ per event), physical attendance, and are a one-time event. Our system runs 24/7, generates leads while you sleep, and compounds over time. There are no venue costs, no catering, and no geographic limitations.
We specialize in fixed annuities, fixed indexed annuities (FIAs), and multi-year guaranteed annuities (MYGAs). We can tailor your campaign messaging to the specific annuity products you sell.
The first step is to book a free strategy call with our team. We’ll review your current situation, identify the biggest opportunities for your annuity practice, and show you exactly how the system would work for your specific market.
Book your free annuity strategy call
In 30 minutes, we'll review your current situation, identify the biggest opportunities in your annuity practice, and show you exactly how our system would work for your market.
Book a Free Strategy CallNo obligation. No hard sell. Just a clear plan for your annuity practice.