Annuity Appointments, Booked Before You Dial

What you are buying

Advisors search for annuity appointments when they are tired of buying a phone number and doing the rest themselves. We sell the meeting. Ads run. A short survey keeps people with $250,000 or more in retirement savings they can move. Those people watch a free annuity masterclass. An appointment setter calls them. A Zoom lands on your calendar. The annuity leads guide walks through the difference between a name and a meeting.

Who is allowed onto the calendar

Our floor is $250,000 or more in movable retirement assets, and the money has to be movable within 90 days. The four named ranges, Gold through Black, are on the cost page. A prospect under the floor of the tier you bought is not the appointment you bought.

Our ads are aimed at people looking at safe-money and annuity questions, not at a free dinner. We run them on Facebook, Meta, and Google. The ads concentrate on fixed and fixed indexed annuities. We have had selected ads reviewed against state insurance advertising rules and the NAIC advertising model, and some have been reviewed by carrier compliance teams. Those reviews apply to the specific pieces that were reviewed, not to every sentence you later say on a call.

What happens before you join the Zoom

Education is the part most lead buys skip. After someone qualifies, we send a series of short videos, a free annuity masterclass, so the first conversation is not a definition of the word annuity. Our setter talks up your credentials and positions you as the person they are about to meet. You still have to be that person. The class is not a decision to buy.

Pace is published as averages, not a quota. The first qualified appointment arrives within about two weeks of signing up, and most agents start around 10 to 15 appointments a month. What is already on the calendar, including weekly volume and blackout dates, is the subject of the preset appointments page. This page does not restate that scheduling rule.

What you still have to do

Our average close rate is around 30 percent. The sale is not guaranteed. This is for experienced advisors who can already talk about retirement and close an annuity. If that is not you, do not buy it. Hundreds of advisors close entirely on video, with cases from a few hundred thousand dollars to millions. Those are ranges of activity, not a promise that your next five meetings will look like someone else's screenshot.

Case studies and the wins wall are on Case Studies & Wins. Treat them as individual stories. Adam Perkins wrote that every appointment had been with real people ready to do business. Flynt wrote that prospects arrived with annuity knowledge and ready to address a solution. Allan Gitobu wrote that the leads were people who need the product. Those are the reviews. We do not publish a typical-result disclosure.

How a request actually starts

There is no shopping cart with a quantity box. Start at the qualification form. It asks about eligibility, products, production, and how you want to work, then routes some results to a scheduler on book.advancedagentmarketing.com. The pay-per-show page explains what we charge for, and the cost page explains the tiers and the numbers we leave off the website. If you want the seminar contrast and the five-step version with the videos, start at How It Works.

Questions advisors ask

Read the rest of the offer

• Pay-per-show appointments

  How billing is tied to qualified shows, and what a replacement covers.

• Preset appointments

  Appointments that are already on the calendar before you dial.

• Annuity leads

  Why a name and number is a different product from a booked meeting.

• Leads for advisors

  How this is built for financial advisors and insurance agents, not consumers.

• Appointment cost

  Asset tiers, what is published, and what is only quoted on a call.

• Best annuity lead companies

  Twelve lead and appointment companies compared on the same published facts, including ours.