We publish this guide. We are one of the twelve companies in it. Jet Financial Group, Inc. operates us from Kalispell, Montana. Including ourselves is not a claim that we produce more sales than the other firms.
Best Annuity Lead Companies for Financial Advisors (2026)
Last updated . Author and publisher: Advanced Agent Marketing. Company pages were read on November 4, 2026.
This is a comparison of twelve annuity lead and appointment companies for financial advisors and insurance agents. Each cell is a fact from that company's own public site, or the words "not published" when the page did not say. Our row uses only this website. Nothing here is a star rating, a complaint count, or a promise about your next month.
If you want a pay-per-show Zoom
Start here if the thing you want on the calendar is a Zoom, not a name to dial and not a seminar room. We bill the attended meeting. Virtual Blue and Regency Leads also publish a Zoom and bill the attended meeting, and their pages say the appointment is exclusive. Virtual Blue prints $1,000 and a start of five. Regency Leads prints the minimums you can choose ($250,000, $500,000, or $1 million or more) and the pre-meeting video, report, and reading list, and does not print the fee. We print the Gold through Black asset tiers, a counted show-rate window, all 50 states, and pay-up-front billing for a qualified show. We share the dollar on a call. We replace a no-show, a cancellation, and a reschedule.
The Lead Authority publishes Zoom, age 60–75, $250,000 or more in movable assets, and free replacement of no-shows, unqualified prospects, and under-$250,000 prospects. Exclusivity and the dollar are not on the homepage. QuantumLead.io publishes a survey floor of $250,000, Silver, Gold, and Platinum tiers, a video series, setter booking, and Zoom on the homepage video. A one-advisor rule and a dollar are not on the pages read.
Bedrock Business Solutions and Annuity Origin belong in the same buying conversation if you care more about exclusive show-based billing than about the word Zoom. Both say the household is not resold. Neither names the channel. Bedrock prints $1,000 and a start of five. Annuity Origin puts the dollar on a discovery call and describes pre-meeting annuity education on its site mirror.
Read annuity appointments, preset appointments, and live transfer versus preset versus pay per show before you treat those words as the same product.
If you want exclusive leads you still dial
Financialize is the company in this guide that prints a per-lead price and says the lead is exclusive. Appointment setting is an extra $250. A live warm transfer is an extra $500. The no-show remedy they print credits or reschedules the appointment upcharge and leaves you the lead. That is a different remedy from a pay-per-show replacement of the meeting itself. Leads versus appointments is the worksheet for that choice.
If you want fiduciary consumer referrals
SmartAsset AMP is the row for a fiduciary advisor who wants investors matched by geography and asset tier, plus tools to call, text, and email them. You book the meetings. The subscription is semi-annual or annual, billed monthly, with annual referral caps printed and the dollar left off the page. It is not described as an annuity class followed by a setter-booked Zoom. The side-by-side is Advanced Agent Marketing vs SmartAsset.
If you want public-employee appointments
Revenx is the row that publishes exclusive appointments with federal, state, university, and K-12 employees, a minimum of 20 a month, and a remote first conversation that is generally a phone call, with Zoom and Google Meet available. Annuities are one product among others they name. Two of their own pages print different prices. The show-rate window and the no-show cap are on the pages cited in the table. Read both pricing URLs before you quote a single number.
If you want an AUM campaign that is not priced per appointment
Apex Acquisition and Advisor Jetpack both say pay-per-lead and pay-per-appointment pricing are not how they charge. Both leave the dollar off the site. Apex publishes a 70% show-up figure without dates or a denominator, and it says the advisors it helps hold a Series 65, Series 66, CFP, CFA, or ChFC. Advisor Jetpack publishes a database-ownership rule, a coach, and a 48-to-72-hour start, and it does not publish a show rate, an asset floor, or a no-show remedy. The side-by-sides are versus Apex Acquisition and versus Advisor Jetpack.
Seminar, webinar, and Zoom and show rates are the in-house versions of the same decision, if you are comparing a campaign you run yourself with a campaign you hire.
What each company publishes
Each company is what its own site said on November 4, 2026: the offer, the bill, and who it fits. Where a page did not say, the note says so. These notes do not add facts from roundup blogs, review sites, or sales calls.
Advanced Agent Marketing
What it offers
Pay-per-show Zoom
Exclusivity. No one-advisor exclusivity rule published.
Lead, appointment, or pay-per-show. You pay up front for a qualified Zoom. We only charge a qualified show. A show means the prospect attends and has a real conversation about finances. There is no minute minimum. A brief drop-off without that conversation is replaced and does not count against you. See how pay-per-show works.
Prospect asset qualification. We require $250,000 or more in movable retirement savings, excluding real estate. Qualified money is movable within 90 days. Tiers: Gold $250,000–$1 million, Platinum $1 million–$2 million, Diamond $2 million–$5 million, Black $5 million–$10 million and above. We do not publish an age band. See appointment cost.
Prospect education before the call. We send a free annuity masterclass, a series of short videos, and a setter who positions you. We cannot guarantee every video is watched.
Delivery method. Our setters book a Zoom in all 50 states. You still need the license for the state where you make the recommendation. See annuity appointments.
Show rate. On our pay-per-show model page, for September 9–October 8, 2026: 65.2% show rate excluding cancellations and reschedules, 721 showed out of 1,105 showed or no-show appointments. Undispositioned meetings are excluded. Results vary. Reschedules are left out of that percentage, and we still replace a reschedule. The same card's 87.2% is a qualification rate among showed, reviewed calls (629 of 721), not the show rate.
How it bills
Pricing transparency. We do not publish a dollar amount. You pay up front. Only qualified shows are charged. There is no setup fee and no hidden fee. The amount is quoted on a call.
Contract and minimums. There is no long-term contract, no retainer, and no monthly minimum. There is no setup fee and no hidden fee. We do not publish a minimum order count.
Replacement policy. We replace a no-show, a cancellation, or a reschedule, usually within a few hours, depending on your calendar. We replace the same way if they show and miss the qualification standard and you followed the required process. A brief drop-off without a real conversation about finances is replaced. See how pay-per-show works.
Who it fits
A Zoom in all 50 states, a $250,000 movable-asset floor with named tiers above it, a short video class, and pay-per-show billing. You pay up front, only a qualified show counts, and we leave the dollar off the website.
We sell financial advisors and insurance agents a booked Zoom in all 50 states. You pay up front. We only charge a qualified show. There is no setup fee and no hidden fee. A show means the prospect attends and has a real conversation about finances, with no minute minimum. Jet Financial Group, Inc. operates us from Kalispell, Montana. We do not publish dollar prices.
The first qualified appointment arrives in about two weeks on average, and most agents start at 10 to 15 appointments a month. Neither is a quota. Our average close rate is around 30%, and the sale is not guaranteed. Our book averages about $1.04 million of assets per appointment, a $500,000 case, and a $40,000 commission on a closed deal. Those are not your next case.
Sources read November 4, 2026
SmartAsset
What it offers
Fiduciary referral subscription
Exclusivity. Not exclusive to one advisor. The AMP review page says some investors may forget that more than one advisor may reach out, and that the questionnaire discloses this.
Lead, appointment, or pay-per-show. Advisor Marketing Platform (AMP): consumer referrals for fiduciary advisors, plus calling, email, text, and tracking tools. get.smartasset.com says you book the meetings. A preset annuity Zoom is not what those pages describe.
Prospect asset qualification. No single minimum for every referral. get.smartasset.com says the 2025 average investable assets figure is $1.26 million, excluding consumers reporting under $25,000, using the midpoint of self-reported tiers. Advisors target asset tiers and geography. The AMP marketing page says one tier is consumers with over $1 million.
Prospect education before the call. Not published as an annuity class before a booked meeting. Investors complete a questionnaire. Nurture emails on the AMP pages are messages about the advisor after the referral.
Delivery method. A referral you contact. Live Connections are phone introductions from the concierge team, described on the AMP marketing page. You still book the client meeting.
Show rate. Not published. The 2025 AUM estimate on get.smartasset.com assumes a 3% close rate in the footnote. That is an assumption in their calculation, not a show rate.
How it bills
Pricing transparency. A dollar price is not published. The review page says pricing is based on target asset tiers and desired monthly referral volume, and that a team member walks through plans.
Contract and minimums. The AMP marketing page says the subscription is semi-annual or annual and billed every month. It lists annual referral caps of up to 120, up to 276, and up to 540. It does not print a dollar price for those caps.
Replacement policy. Not published. The pages read do not describe a credit for an invalid referral or a no-show.
Who it fits
Published shape: a fiduciary advisor wants consumer referrals and outreach tools, and will book the meetings. It is not an annuity appointment product on the pages read.
SmartAsset's advisor product on the pages read is AMP. Important disclosures say SmartAsset Advisors LLC refers users to third-party advisers registered as fiduciaries and is paid by those advisers. The fee can be cost per lead, a portion of ongoing fees, or a subscription through AMP. SmartAsset says it does not manage client funds or hold custody.
The review page says AMP is not a guarantee of clients. Named interviews on that page are labeled as individual experiences, and some interviewees were compensated.
A longer side-by-side is on Advanced Agent Marketing vs SmartAsset.
Sources read November 4, 2026
Financialize
What it offers
Exclusive verified lead, optional appointment
Exclusivity. The annuity page says every annuity lead is exclusive: one lead to one advisor.
Lead, appointment, or pay-per-show. A phone-verified Priority Lead, with contact information and a financial profile. Appointment setting and live warm transfers are upcharges on that lead, not the default unit.
Prospect asset qualification. A dollar asset floor is not published. The page says leads include a financial profile, age and retirement-readiness filters, and TCPA consent. The numeric age bands and asset minimums inside those filters are not printed.
Prospect education before the call. Not published. The page does not describe a video class, report, or reading list before the call.
Delivery method. The lead is delivered within 24 hours. Appointment-set leads add a meeting on a calendar you connect through Nylas. Live warm transfers connect you while the person is on the phone.
Show rate. Not published. The page states a 90% agent connect rate and a 36% average close rate, and says results vary by agent. Those are Financialize's figures. A connect rate is not a show rate.
How it bills
Pricing transparency. The annuity page prints $400 to $500 per qualified lead and says volume discounts are available. Appointment-set leads are an additional $250 per Priority Lead. Live warm transfers are an additional $500 per Priority Lead.
Contract and minimums. Not published as a term or a minimum order. The page says volume discounts are available and points custom territory or enterprise pricing to a conversation.
Replacement policy. For a missed appointment-set lead, the page says to report the no-show. Financialize will reschedule within 7 business days or credit the $250 appointment upcharge, and you keep the exclusive lead. A replacement of the underlying lead, rather than the upcharge, is not described in that sentence.
Who it fits
Published shape: you want an exclusive, phone-verified annuity lead at a printed price, and you will dial it, with an optional calendar or live transfer on top.
Financialize describes verified annuity leads for licensed agents and financial professionals. Options named on the annuity page are call-verified prospects, warm transfers, and fact-finder transfers. The same page says the page's leads typically convert 3x higher than an industry average, and it does not define that average there.
A longer side-by-side is on Advanced Agent Marketing vs Financialize.
Sources read November 4, 2026
Apex Acquisition
What it offers
Pre-retiree appointments, not priced per show
Exclusivity. Not published. The homepage does not say each household goes to one advisor.
Lead, appointment, or pay-per-show. The homepage says they do not send names and phone numbers for you to dial. High-net-worth pre-retirees schedule on a connected calendar. The FAQ says they do not price as pay per lead or pay per appointment. The offer also includes messaging and consultative closing support.
Prospect asset qualification. High-net-worth pre-retirees. A dollar minimum for every appointment is not on the homepage. The homepage does not describe an annuity-only product.
Prospect education before the call. Not published as a prospect curriculum. The homepage describes education as part of the firm's method for the advisor. Individual quotes say prospects understand the call. Those quotes are not a process step with a video or a class.
Delivery method. Appointments on a connected calendar. Zoom versus phone is not named on the homepage.
Show rate. The FAQ says they are seeing a 70% show up rate and a 25% to 50% close rate on the appointments you speak with. The page does not publish the dates, the denominator, or what counts as a show.
How it bills
Pricing transparency. Not published. The FAQ says they do not use pay-per-lead or pay-per-appointment pricing and does not print another dollar amount.
Contract and minimums. Not published. The FAQ says a campaign can be ready in 7 to 10 days, and that within 24 to 72 hours of going live you are likely to see the first appointment scheduled. That is timing, not a term or a minimum order.
Replacement policy. Not published.
Who it fits
Published shape: an advisor with a Series 65, Series 66, CFP, CFA, or ChFC wants pre-retiree appointments plus messaging and closing support, and accepts a price model that is not per lead or per appointment.
The homepage says Apex works with advisors in the US and Canada, and that the advisors it helps hold a Series 65, Series 66, or a CFP, CFA, or ChFC. It says they will speak with a stricter compliance department and amend a campaign before launch.
Company figures on the homepage, including 15 or more years, 400 or more clients served, and $1.6 billion generated for clients, are their statements. This guide does not audit them. Individual quotes are individual.
A longer side-by-side is on Advanced Agent Marketing vs Apex Acquisition.
Sources read November 4, 2026
Advisor Jetpack
What it offers
Fiduciary marketing and coaching
Exclusivity. The homepage says "Retain 100% Exclusive Ownership," and that they do not reuse, recycle, or resell, and that you keep ownership of your database for life. That is a database sentence. It does not say each appointment is assigned to only one advisor.
Lead, appointment, or pay-per-show. Three pillars: messaging, campaigns they describe as already tested, and a dedicated advisor coach. The FAQ says pay per lead and pay per appointment are not part of their pricing.
Prospect asset qualification. Not published. No dollar floor, age band, or definition of qualified is on the homepage.
Prospect education before the call. Not published as something the prospect watches or reads before a meeting.
Delivery method. Testimonials describe prospects landing on a calendar. A written rule that every deliverable is a Zoom, a phone call, or only a booked appointment is not on the page.
Show rate. Not published.
How it bills
Pricing transparency. Not published. The FAQ says pay per lead and pay per appointment are not their pricing and does not print a setup fee or a monthly fee.
Contract and minimums. Not published as a term or a minimum. The FAQ says you can be up and running in 48 to 72 hours depending on training, after a call with their VP of sales. That is a start time.
Replacement policy. Not published.
Who it fits
Published shape: a fiduciary practice wants positioning, campaigns, and a coach, and will ask for the price and the no-show rule the homepage does not print.
The homepage says Advisor Jetpack fuels AUM growth for fiduciary advisors. The footer says it is a marketing and consulting firm, is not a licensed investment advisor, and does not provide investment advice. It also says results are individual experiences, do not guarantee future performance, and that testimonials have not been independently verified.
The page names the founder and CEO as Glen Williamson and says the firm has helped 400 or more advisors, has 200 or more partner firms, and has been active 7 or more years. It says 46 compliance departments have approved work, and counting, and that they will amend a campaign for a stricter department. Most clients are described as RIAs, IARs, and independent advisors. They also work with broker-dealers and insurance agents.
A longer side-by-side is on Advanced Agent Marketing vs Advisor Jetpack.
Sources read November 4, 2026
Bedrock Business Solutions
What it offers
Pay per qualified showed appointment
Exclusivity. Yes, on the annuity appointments page. Each appointment is delivered to one advisor or practice and is not resold as a shared lead.
Lead, appointment, or pay-per-show. Pay per qualified showed appointment. A human setter confirms the prospect and books the meeting. You pay only when the prospect attends.
Prospect asset qualification. A dollar floor is not published. The page says the prospect must match the age and asset criteria agreed before launch, in a market you approved, and must understand it is an annuity-related conversation.
Prospect education before the call. Prospects enter through retirement-planning education and targeted outreach. A named video, class length, or reading list is not on the page.
Delivery method. The setter books the meeting onto your calendar. Zoom versus phone is not named.
Show rate. Not published.
How it bills
Pricing transparency. $1,000 per qualified showed appointment. Starting order: 5 showed appointments, $5,000 total. The page says no retainer. No-shows do not incur a charge.
Contract and minimums. The starting order is five showed appointments. The FAQ says five is not a long commitment. A multi-month term is not published.
Replacement policy. You are not charged for no-shows or cancellations before the meeting, duplicate or previously delivered contacts, prospects outside approved states, invalid contact details, or people outside the agreed filters.
Who it fits
Published shape: exclusive annuity appointments at a printed $1,000 per showed meeting, with age and asset filters agreed before launch rather than printed as one national floor.
This row uses Bedrock Business Solutions' annuity appointments page. The page says sales are not guaranteed. Advice, suitability, recommendations, and sales outcomes stay with the licensed advisor.
A different public site, bedrockfs.com, also uses the Bedrock name for leads and appointments. It was not the source for the cells above. Do not mix the two offers.
Sources read November 4, 2026
Annuity Origin
What it offers
Show-verified qualified appointments
Exclusivity. Yes. The homepage says households originated for your campaign are assigned to your practice and are not sold or resold as a shared list. Assignment and duplicate rules are confirmed in writing before launch.
Lead, appointment, or pay-per-show. You pay for qualified show-ups, not leads. Prepaid packages are priced per showed, qualified appointment. A booked slot does not count by itself.
Prospect asset qualification. A public dollar floor is not published. Criteria are written into the agreement. Asset information is self-reported and re-checked by the team. The licensed advisor still decides suitability.
Prospect education before the call. Their company comparison says they pre-educate prospects on annuities and retirement-planning options before the advisor meeting. A video title or class length is not on that page.
Delivery method. Booked onto the advisor's calendar after a team confirmation call. Zoom versus phone is not named. The fit check says the advisor is selling virtual or hybrid.
Show rate. Not published. They do not print their own show-rate percentage on the pages read.
How it bills
Pricing transparency. Not published. The FAQ says the exact number depends on states and volume and is put in writing on a discovery call.
Contract and minimums. Prepaid packages. Unused balance does not expire, on their guarantee list. A public package count is not printed. Their strongest-fit line is a practice writing $3 million or more in annual annuity premium. That is a fit statement, not a published minimum order.
Replacement policy. No-show equals $0, and the slot is replaced. Off-criteria meetings are credited or replaced. Four guarantees are described as written into every agreement, including criteria defined before you spend.
Who it fits
Published shape: show-verified appointments for an independent annuity, IUL, or holistic retirement practice, with written criteria and a price set on a discovery call.
Annuity Origin says prospects are first-party, from campaigns it manages for the advisor's approved states, not purchased or resold lists. You keep your contracts and FMO. The homepage says the B2B pipeline figures are from earlier non-annuity work, not from annuity campaigns.
The homepage fit check describes the strongest match as a practice writing $3 million or more in annual annuity premium, licensed in more than one state.
Sources read November 4, 2026
Revenx
What it offers
Exclusive public-employee appointments
Exclusivity. The homepage says the appointments are exclusive. The retirement pricing page also says exclusive appointments.
Lead, appointment, or pay-per-show. Pre-booked appointments with public employees, priced per appointment. Annuities are one of several opportunities they name, along with IUL, term, LTC, and AUM. This is not an annuity-only calendar on the pages read.
Prospect asset qualification. A dollar floor is not published. The homepage says standard programs include mixed ages and asset levels, and mentions a 59+ program. An example card on the homepage is labeled fictional.
Prospect education before the call. Not published as prospect education. Training videos, scripts, and mentor calls on the booked-appointments page are for the advisor.
Delivery method. The booked-appointments page says the appointments are remote. It says the first call is generally a phone call, and that a setup works with Zoom and Google Meet.
Show rate. Homepage, for September 16–October 15, 2026: 74% of appointments held, as a share of those not cancelled. The page says the show rate excludes cancelled appointments and counts past appointments not marked as no-shows as held. Results vary by program, market, and advisor.
How it bills
Pricing transparency. Two pages do not match. On the booked-appointments page, monthly state-specified federal is $150, quarterly is $130, monthly nationwide federal is $140, quarterly is $120, and monthly state and higher-ed is $110. Minimums there are 20 a month, or 20–39 on the quarterly cards shown. A $2,000 onboarding fee is waived on quarterly and annual. The support pricing page prints quarterly $75–$110 and annual $65–$100, minimum 20 a month. Use the agreement, not an average of these pages.
Contract and minimums. Minimum 20 appointments per month on both pricing pages. Monthly and quarterly options are on the booked-appointments page. Annual pricing is described as invite-only for clients already with them, on that page's FAQ, and is also printed on the support page.
Replacement policy. The booked-appointments FAQ says they replace all cancellations by the prospect, and up to 30% of appointments you mark as a no-show if you did at least 48 hours of follow-up. The same FAQ later says they replace cancellations plus up to 10 no-shows a month on the standard plan. The support pricing page says 100% of cancelled appointments are replaced and does not restate the no-show cap.
Who it fits
Published shape: exclusive remote appointments with federal, state, university, or K-12 employees, at a printed per-appointment price, with a monthly minimum and a capped no-show replacement.
The homepage says Revenx does not market specific products in the outreach. It says 1,900 or more appointments were set in the 30 days of September 16–October 15, 2026, across 77 advisors. It also says agencies and IMOs have bought 125,000 or more appointments. Those are their figures.
The booked-appointments FAQ says advisors who have worked the appointments for 6 or more months and already know how to sell annuities and IUL have reported ROI ranges such as 5:1 and 10:1. Revenx says those are self-reported, not a guarantee.
Sources read November 4, 2026
Regency Leads
What it offers
Flat fee per attended Zoom
Exclusivity. Yes. The homepage says they will not knowingly book a prospect with another advisor during your package, and they do not resell the meeting or the name.
Lead, appointment, or pay-per-show. One flat fee per meeting that you both attend and that meets the minimum you chose. The price does not change if they buy, move money, or become a client.
Prospect asset qualification. You choose $250,000, $500,000, or $1 million or more. Savings are self-reported and discussed by phone. Home equity and business interests do not count. Callers ask where the money is held, including 401(k), IRA, brokerage, or bank savings.
Prospect education before the call. After a short quiz they get a personalized report, a short video about the plan review, and a reading list on annuity types and questions to ask a licensed professional, including how they are paid. One short email a day until the meeting.
Delivery method. Zoom, booked through a scheduling link. A North America-based caller screens first. The page says callers are not licensed and do not discuss products. With the prospect's OK and the firm's approval, an optional notetaker can join.
Show rate. Not published.
How it bills
Pricing transparency. A dollar amount is not published. The price is set by the minimum you choose, is fixed at signing, and is lower on larger prepaid packages. Higher minimums cost more, because those prospects take more ad spend and screening, on their FAQ.
Contract and minimums. No long-term contract. You commit to the package you choose. The package size is not a public number. You pay after signing. Any meeting not delivered by the end of the delivery window is refunded. Delivery timing is not guaranteed.
Replacement policy. Cancellations and no-shows do not count and are replaced at no charge. If they attend and are below the minimum, or the savings are not in accounts they control, you tell Regency within 2 business days and they book another meeting at no charge.
Who it fits
Published shape: an exclusive Zoom with a retiree at a minimum you pick, a written pre-meeting education sequence, and a flat fee that is quoted rather than printed.
Regency Leads says ads run under its own retirement education brand, on its budget. The quiz asks retirement timeline, investable assets, state, and a phone number verified by text. Prospects are told in writing, before the call and again after booking, that the advisor pays a flat fee for the introduction. Regency says it does not ask about, track, or get paid on sales.
The meeting is for licensed annuity professionals. You set the states where you are licensed.
Sources read November 4, 2026
Virtual Blue
What it offers
Pay-per-show exclusive Zoom
Exclusivity. Yes. The homepage says every appointment is exclusive to your agency, never shared and never resold.
Lead, appointment, or pay-per-show. Pay per showed annuity appointment. Not per lead, click, or form. No retainer and no ad spend on the advisor's side, on that page.
Prospect asset qualification. The quiz screens out anyone who reports under $250,000 in investable assets. Assets are self-reported. The homepage says prospects who attend report average investable assets of $1.1–$1.3 million. Age is collected on the quiz. A numeric age band is not printed.
Prospect education before the call. Prospects come through Virtual Blue's retirement-planning education campaigns and a qualification quiz. A named video series or reading list is not on the homepage.
Delivery method. Setter-confirmed Zoom. Setters call new leads to discuss goals, timing, savings, and decision-makers, and they confirm each Zoom. An AI notetaker documents the shown meeting. The portal shows quiz answers and setter notes before the call.
Show rate. Not published.
How it bills
Pricing transparency. $1,000 per showed appointment. Start with 5, which the page prices at $5,000. Then buy more in the agent portal.
Contract and minimums. No long-term contract, no retainer, and no subscription. The starting order is five showed appointments. The homepage says the average wait for the first booked appointment after onboarding is 3 days.
Replacement policy. You are billed per showed appointment, so a no-show is not the billed unit. The homepage does not publish the steps for replacing that missed slot.
Who it fits
Published shape: exclusive annuity Zooms at $1,000 per show, with a five-appointment start and setter confirmation, for an individual agent or an agency.
Virtual Blue says it focuses on annuities and retirement income planning. Individual agents and agencies can both buy, and team members can share one portal. The page says you do not need your own CRM.
The footer names Virtual Blue Agency LLC, 30 N Gould St Ste R, Sheridan, WY 82801, [email protected], and +1 602-878-3034.
Sources read November 4, 2026
QuantumLead.io
What it offers
Pay per qualified show
Exclusivity. Not published as a one-advisor rule. The homepage video uses the word exclusive without defining whether the household is sold once. The ROI calculator has a control for producers sharing one package inside a team. That is not a shared-lead disclosure.
Lead, appointment, or pay-per-show. Pay per qualified show. The calculator also names live transfer, and a retain-and-own-your-data option. The calculator says the pay-per-qualified-show model is the one it is built on.
Prospect asset qualification. The August 19, 2026 article says a survey filters out anyone without at least $250,000 in movable qualified money. Tiers: Silver $250,000, Gold $500,000, Platinum $750,000 or more. The article says "asset verified" and "confirmed" and describes the survey. It does not describe a third-party account statement.
Prospect education before the call. The same article says prospects watch an educational video series on annuities and retirement income strategies before the setter books the appointment.
Delivery method. A live setter calls, introduces the producer by name, and books the appointment. The homepage video says they send the meeting over Zoom.
Show rate. Not published as a percentage.
How it bills
Pricing transparency. A dollar amount is not published on the article or the calculator. The calculator tells the producer to book a strategy call. That is a quoting path without a printed rate card.
Contract and minimums. The calculator lists packages of 12, 25, and 50 qualified shows, and says each package runs about 2 months. An application is required. The article says not everyone gets in. A separate retainer is not printed on those pages.
Replacement policy. The article says if they do not show, you pay nothing and they send a replacement. The calculator says no-shows and cancellations are replaced and never count toward the package.
Who it fits
Published shape: pay-per-qualified-show Zooms for licensed annuity producers, hybrid RIAs, and safe-money advisors, with video education and asset tiers, and with the dollar and the exclusivity rule still off the public pages.
QuantumLead.io says it is operated by Ez Re LLC, a Wyoming limited liability company, and that it is a marketing and lead generation company. The calculator disclaimer says it is not a financial advisor, investment adviser, broker-dealer, insurance agency, or insurance producer. The founder is named on the article as Wryland Reed.
The article's seminar and shared-lead prices are QuantumLead's description of those other channels. They are not prices for the twelve companies in this guide. The article was updated September 30, 2026, for a LIMRA figure and a turning-65 figure.
Sources read November 4, 2026
Questions advisors ask
Who publishes this guide?
We publish this page. We are one of the twelve companies in the guide. Jet Financial Group, Inc. operates us from Kalispell, Montana. Including ourselves is not a claim that we produce more sales than the other firms.
Why is there no Advanced Agent Marketing price?
We do not publish a dollar price. You pay up front, we only charge a qualified show, and there is no setup fee and no hidden fee. Gold, Platinum, Diamond, and Black are asset ranges. We share the amount for a tier on a qualification call at /book-a-call.
Which companies print a price?
Bedrock Business Solutions and Virtual Blue each print $1,000 per qualified showed appointment and a starting order of five. Financialize prints $400 to $500 per exclusive lead, plus $250 to add an appointment and $500 for a live warm transfer. Revenx prints per-appointment prices, and the booked-appointments page and the support pricing page do not match. SmartAsset, Apex Acquisition, Advisor Jetpack, Annuity Origin, Regency Leads, The Lead Authority, and QuantumLead.io do not print a dollar on the pages read. We do not either.
What is the best fit for exclusive Zoom appointments?
Use the rows whose pages say the meeting is a Zoom, the household is not shared, and you pay for attendance rather than a raw name. On the pages read, that is Virtual Blue and Regency Leads. The Lead Authority publishes the Zoom and the pay-per-show unit and does not publish the exclusivity rule or a dollar. QuantumLead.io publishes Zoom on its homepage video and pay-per-qualified-show billing, and does not publish a one-advisor rule or a dollar. Bedrock Business Solutions and Annuity Origin publish exclusive show-based appointments and do not name Zoom.
What is the best fit for shared leads on a budget?
None of the twelve companies published a shared-lead rate card on the pages read. Financialize publishes exclusive leads at $400 to $500, which is a lead you dial, not a shared name. SmartAsset's review page says more than one advisor may contact the same investor, and it does not print a dollar price. If the job is the cheapest name and your desk will dial, this table does not contain that rate card. Our exclusive-versus-shared article is the definition to take into that search.
Can I rank the show rates against each other?
Only when the definitions match. We publish 65.2% for September 9–October 8, 2026, 721 showed out of 1,105, excluding cancellations and reschedules. We leave a reschedule out of that percentage and we still replace it. Revenx publishes 74% for September 16–October 15, 2026, excluding cancellations and counting unmarked past appointments as held. Those are different windows and different rules. Apex Acquisition's 70% and The Lead Authority's 100% guarantee do not publish dates or counts. A higher slogan is not a higher measured rate.
What should I do with a cell that says not published?
Treat it as unknown from the public page, not as a defect and not as a no. Ask for that sentence in the agreement. A rep's number that is not on the cited page is still their statement until you can verify it. This guide does not fill blanks.
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