We run the ads, screen every prospect for age and investable assets, phone-verify them, and book them straight onto your calendar. One flat monthly fee. Watch the video, then take the short application.
We build and run the whole appointment engine, from the ad to the booked call. Your part is showing up and closing.
We go over your licensed states, your ideal case size and your ad budget, and confirm we're a fit before anything gets built.
A funnel and quiz under your name, plus the ads that feed it, built to reach retirees with money in motion.
Every prospect is screened on age and investable assets, then verifies their phone number with a text code. No fake numbers, no form-fillers.
Qualified prospects book straight onto your calendar, then get confirmation and reminder texts from your number so they show up.
You do what you're great at. We keep tightening the ads and the funnel and report exactly what's working.
A booked call is worth nothing if they don't show or you walk in cold. So the work doesn't stop at the booking.
Age, retirement status, investable assets and their biggest concern, captured in the quiz. Phone confirmed with a text code before the appointment exists.
A confirmation text when they book, reminders as the call gets closer, and the link right before you start. Replies come straight back to you.
Who they are, what they answered, what worries them most and every text they've sent, summarized so you start the call already knowing the case.
We only take on producers we can get real results for. That's why there's an application.
Two parts, both predictable. No per-lead pricing, no per-appointment charges, no surprises.
Covers the funnel, the ads management, the qualifying, the booking and the reminders. We'll walk through exact numbers on the strategy call.
Paid directly to the ad platform on your own card. It never runs through us, and you see every dollar.
10+ years in digital marketing and direct-response advertising.
I built The Annuity Agency because annuity producers are some of the best closers in any industry, and most of them are stuck doing their own prospecting with recycled leads that don't work. I run the ads, qualify the prospects and put real appointments on your calendar, so your time goes where you actually make money.
Annuity Agency LLC provides marketing and lead generation services designed to help businesses attract prospects and increase booked appointments. We do not guarantee specific outcomes, revenue, or business performance.
Individual results will vary based on numerous factors, including your market, advertising budget, sales process, and timing.
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