Pricing, without invented numbers

What Annuity Appointments and Leads Cost

Annuity appointment cost here is a pay-per-show price for financial advisors and insurance agents, tiered by the prospect's assets. No dollar amount is published. Gold through Black ranges are public, and the price for the tier you want is quoted on a qualification call.

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The tiers that are public

We publish four asset ranges and no prices. Gold is $250,000 to $1 million. Platinum is $1 million to $2 million. Diamond is $2 million to $5 million. Black is $5 million to $10 million and above. "$250,000 or more" is the bottom of Gold, not a single price for every appointment. The higher the assets, the higher the tier. Book a call for the structure in your market.

We left older promo prices out on purpose. Prices changed across calls, and we do not print a dollar until it is the current quote. If you were quoted a number elsewhere, it is not repeated here.

What the bill is attached to

The replacement and no-show rule is written once, on the pay-per-show page, including the marketing line that you do not pay for a no-show and the confirmation-page line that you pay up front for qualified appointments. This cost page does not restate that policy. Bring it to the qualification call and get the sequence in writing before you treat a verbal "zero down" as the contract.

There is no long-term contract, no retainer, and no monthly minimum. Optional add-ons are a CRM, follow-up tools, and done-for-you follow-up. We do not price them here. We also do not publish a minimum order. Ask for those numbers. A blank is not a zero.

How to think about cost without a rate card

Compare the cost with a seminar, not with a fantasy cost per lead. Advisors spend $5,000 to $15,000 per seminar on mail, the room, and catering, and they pay it whether the room is full of buyers. Pay per show moves the spend onto appointments that clear the screen. We still do not print the pay-per-show dollar. The seminar dollar is spent even when the appointment never happens.

Our production averages are context for that comparison, and they are dangerous if you multiply them by a price you have not been quoted. Average assets per appointment are about $1.04 million. The average annuity case is $500,000. The average commission on a closed deal is $40,000. Our average close rate is around 30 percent. None of those is your cost, and none of them is your future commission.

Reviews and case-study cards mention specific premium and commission amounts for named advisors. Those are individual reports. A line like "$2,000 on appointments, $50,000 in commissions" is a client describing a stretch of their own book. Do not back into a price per appointment from it. The pay-per-show guide explains the unit you are buying. Case studies are the stories.

A cost checklist to take into the call

If a number is not on this list of public facts, it is not a fact yet. The buyer's guide suggests asking every vendor the same questions so a polished deck cannot skip the replacement rule. For the meeting itself, not the invoice, use annuity appointments.

  • Dollar price for each tier you might actually work: Gold, Platinum, Diamond, Black.
  • Whether payment is collected before the first show, and how replacements are credited.
  • The written definition of qualified, including the 90-day movability rule.
  • The process you must follow for a replacement to count.
  • Any minimum order, and any retainer a rep mentions. We do not charge a retainer.
  • Add-on prices if you want the CRM or done-for-you follow-up.
  • What happens to prepaid appointments if you pause or stop.

What lower cost usually buys

A cheap annuity lead is cheap because you inherit the work: shared or aged contacts, no class, no setter, no Zoom. That can still be rational if you have setters on salary and you want raw flow. It is a bad comparison if you put the cheap lead's price next to a preset appointment and declare a winner. You would be comparing a contact record with a staffed hour. The leads guide separates the two products. Preset appointments are the version where the hour is already booked.

When you want the numbers we quote on a call, use the qualification form. Budget owners should join that call. The advisor who will take the Zooms should be on it too. The close-rate warning is about skill, not about the invoice.

Questions advisors ask

How much does one annuity appointment cost?

We do not publish one. Pricing is tiered by asset value, and we explain the tier on a call.

What are the asset tiers?

Gold $250,000–$1 million, Platinum $1 million–$2 million, Diamond $2 million–$5 million, and Black $5 million–$10 million and above. Those ranges are public. The prices attached to them are not.

Are there retainers or monthly minimums?

No long-term contract, no retainers, and no monthly minimums. There are no other fees beyond qualified appointments. Optional add-ons are priced separately. Get the pause and refund rules in writing anyway.

Is the $40,000 commission the cost, or the payout?

It is our stated average commission on a closed deal, not the price of the appointment and not your commission. The ROI calculator labels the averages as illustrative and not a guarantee.

Does a no-show still cost me?

The published rule is that a no-show is replaced, and you are not charged for the no-show, if you followed the required process. The confirmation page also says payment is up front for the qualified appointments being delivered. Ask how a credit or replacement is applied to money already paid.

Where do I get the actual quote?

Book a qualification call. Some results route to book.advancedagentmarketing.com. Bring the checklist so the quote covers tiers, replacements, minimums, and add-ons.

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See if the model fits your practice

The qualification form is the public front door. Some results continue to a scheduler on book.advancedagentmarketing.com.

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