Built for licensed advisors

Annuity Leads for Financial Advisors and Insurance Agents

These annuity leads are sold only to licensed financial advisors and insurance agents, not to consumers who want a quote. The ads focus on fixed and fixed indexed annuities, and you still make the recommendation. Pricing is pay-per-show for a qualified appointment, tiered by assets, with the dollar amount given on a call.

See If You QualifySee How It Works

Who we are talking to

We write to agents and advisors. The qualification form asks what you produce. We hire setters and closers to serve that advisor, not to replace the advisor's license. If you are a consumer looking for an annuity quote, this is the wrong door. Email [email protected]. Jet Financial Group, Inc. operates us from Kalispell, Montana.

Our ads focus on fixed and fixed indexed annuities. That matters if your practice is securities-heavy, Medicare-only, or final-expense. Take the meeting only if you can honestly handle the case the ad described. The form at Book a Call is where that fit gets tested. Not every licensed agent will qualify.

What we do, and what your license still requires

We run the ads, the survey, the video class, and the setter call, then put the Zoom on your calendar. You show up. You decide whether a fixed or fixed indexed annuity fits. You handle suitability, disclosures, and the carrier application. Our ad review is limited: we review ads against state insurance advertising requirements and the NAIC model, and selected ads have also been reviewed by carrier compliance departments. Those reviews apply to the materials that were reviewed. They are not a compliance umbrella for your illustration or your recommendation.

Hundreds of advisors close entirely on video, with cases from a few hundred thousand dollars into the millions. People have been willing to do this on Zoom since the pandemic. Virtual does not erase state rules. We book appointments in all 50 states. You still have to be licensed where the recommendation is made.

Who on your team is allowed to take the meeting

The customer on the invoice is the advisor, and the person on the Zoom has to be able to recommend the product the ad described. A setter on your staff, an unlicensed marketer, or a consumer who found this page cannot take that hour. We hire setters and closers to serve the advisor. They do not replace the advisor's license. Not every licensed agent will pass the qualification form.

If a firm splits the meeting, the licensed advisor still owns suitability, the disclosure, and the carrier application. Our compliance line covers our ads, not your illustration. Read who runs the company if you want the people behind the ads, and use the leads page for the name-versus-meeting distinction.

How a firm should think about it differently than a solo advisor

A solo advisor can start at 10 to 15 appointments a month. The first meeting arrives in about two weeks on average. There is no long-term contract. A firm can route appointments to more than one advisor, set volume against the team's capacity, and use the same pay-per-show rule for each show. Do not promise the other advisors a close rate.

Our average close rate is about 30 percent, and the sale is not guaranteed. Share that warning if you share the number. The leads overview and the appointments page are the two links to give a producer who asks what they are actually buying. The buyer's guide is the link for the person who has three vendor decks on the desk.

A practical first week

The qualification call is still here. Pay-per-show billing is explained on its own page so a compliance or finance partner can read it without the rest of the story.

  • Read How It Works once, including the FAQ, so your language matches the public offer.
  • Decide which asset tier you can actually serve. Gold starts at $250,000 of movable money. Do not request Black-tier appointments if you have never handled that case.
  • Block a real weekly capacity and the days you cannot take a Zoom. The pre-call script says you set both.
  • Write down the replacement rule you are willing to operate: no-show or not qualified, and you followed the process.
  • Book the qualification call. Do not launch ads yourself and call them this system.

Questions advisors ask

Is this for consumers shopping for an annuity?

No. The customer is the advisor or agent. Prospects are the people placed on that advisor's calendar. Consumers looking for a personal quote should not use these forms.

Which annuity types do the ads talk about?

Our ads focus on fixed and fixed indexed annuities. If you do not offer those, say so on the qualification form.

Does AAM's ad review make my recommendation compliant?

No. We review our ads against state insurance advertising rules, the NAIC model, and in some cases a carrier. Those reviews cover the materials we actually reviewed. Your recommendation is still yours.

Can a new agent buy these leads?

The offer is for experienced advisors who can already discuss retirement and close. If you cannot do that, do not buy. There is no exception for brand-new agents.

Do you work with IMOs and firms?

Yes. We have a partnership path and an IMO referral form, and we can place appointments with more than one advisor. We discuss a firm's economics on a call.

Where do I start?

Read the appointments page, then complete the qualification form. If you only want the price conversation, use the cost page first so you know which numbers are public and which are not.

Read the rest of the offer

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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