How it works
Three steps from ad budget to $200,000 in closed deals.
We do the targeting and qualifying. You do what you're great at — closing.
- Step 01
We target
We put your $10k ad budget in front of one audience: people with $250k–$1M+ in moveable assets who've shown interest in annuities. Then we go after the whales — buyers with $10M+ net worth who can comfortably move $2M–$3M (30% of their wealth) into a fixed index annuity and keep the rest liquid. Your ads are shown to them and only them.
- Hyper-targeted to $250k–$1M+ moveable assets
- Whale layer: $10M+ net worth, $2M–$3M deployable
- Confirmed 401k, IRA, and money-market balances
- Step 02
We qualify
Every lead is vetted before it ever touches your calendar. We confirm they have the assets to move and the intent to move them into an annuity. No tire-kickers, no unqualified calls — just buyers who've already raised their hand and proven they can act.
- Assets verified against the $250k–$1M+ floor
- Intent to deploy into a fixed index annuity confirmed
- Only qualified buyers get booked
- Step 03
You close
We hand you 15–30 booked appointments. You close roughly 5. At 8% on $500k moved, that's $40,000 per deal — $200,000 total — on a $10k spend. Net ROI: $190,000. And if you don't hit $40,000 from the 15, we keep sending free appointments until you do.
- 15–30 qualified appointments delivered
- ~5 closes × $40,000 = $200,000
- Guarantee: free appointments until you make your money