Already on the calendar

Preset Annuity Appointments for Advisors

A preset annuity appointment is a Zoom already on your calendar before you dial. We sell that booked meeting. There is no separate preset price. You pay up front for the qualified show, a real conversation about finances, and we quote the dollar amount by asset tier on a call.

See If You QualifySee How It Works

What the search phrase is asking for

"Preset" is industry shorthand, not a word the homepage uses as a product name. The thing behind the shorthand is easy to test. If you still have to dial, teach, and beg for a time, you bought a lead. If the Zoom is already on the calendar, with a person who was screened and taught, you bought a preset appointment. The appointments guide is the full description of that meeting. This page is the scheduling shape of it.

Our setters call the lead, answer questions, talk you up, and book the Zoom. Then the prospect shows. They already know who you are and have watched the class. You join. That is the preset model. There is no second preset product.

What is set before the hour, and what is not

Set before you join: the time, the video link, a prospect who cleared the asset screen, a short education sequence, and an introduction from the setter. Not set: the product, the allocation, or the application. The class introduces annuity ideas. You decide whether anything fits. The confirmation video script says prospects watch the class first and the setter builds you up before you meet. It also says, in the close-rate video, that the result still depends on you.

You pay before we spend ad budget. Then we onboard you. Then the appointments start. You set weekly volume and blackout dates. We do not promise that every preset is booked 4 days out, and we do not fill Tuesdays only. If you need a notice window, blackout rules in writing, or a cap on how far ahead a meeting can sit, ask on the qualification call.

How preset differs from a lead you still have to work

A bought lead still consumes the morning. You call, you leave voicemails, you re-explain the seminar they do not remember, and you hope the assets were real. A preset appointment consumes the hour of the meeting. Lead sellers give you a name. We hand you a booked, pre-educated, pre-qualified prospect on Zoom.

The leads page is the longer version of "name versus meeting," and pay per show is how the no-show is supposed to be handled once the preset time arrives and the chair is empty.

How to prepare for a meeting you did not book yourself

Because you did not source the person, you need a short brief and a clean first five minutes. The site says the setter has already positioned you. Do not restart with a life story that ignores that. Confirm the assets are the movable retirement money the tier required, not a house and not a balance they cannot touch for a decade, and confirm the 90-day window the FAQ uses. Then do the work the class did not do: their income need, the money that should not be annuitized, and whether you are the right advisor at all.

Virtual is normal for us. Hundreds of advisors close entirely on video, and since the pandemic most people will do this on Zoom. Not every prospect prefers it, and you cannot skip state licensing. We book appointments in all 50 states. You still have to be appointed and compliant where you make the recommendation.

What to ask before you call these "preset" in your own marketing

If the answers match what we publish on How It Works, you understand the product. If a rep invents a fill rate or a day-of-week guarantee that we have not published, it is not a fact yet. The comparison guide asks every company, including us, the same questions.

  • What is the notice and the blackout rule, in writing?
  • What asset floor and what "movable within 90 days" check is on the tier I am buying?
  • What, exactly, did the video class tell them?
  • What process do I have to follow for a no-show to be replaced?
  • Is there a separate preset price, or is preset just the booked Zoom?

Questions advisors ask

Do you sell a separate preset package?

Not under that name. We sell a booked, pre-educated Zoom. Preset means that meeting is on your calendar before you dial. We do not publish a separate preset price or a days-out rule.

Who puts the appointment on the calendar?

Our appointment setters. They call the lead, answer questions, position you, and book the Zoom. You do not dial the prospect to ask for the first meeting.

Can I block days I cannot take meetings?

You set weekly volume and blackout dates. We do not spell out the exact rules here. Confirm them before you rely on a particular weekday.

What has the prospect already been told?

A short annuity masterclass, plus whatever the setter said while booking. The class is education, not a recommendation from you and not a completed application.

What if the preset time is missed?

Same replacement rule as any other appointment we sell: no-show or not qualified, and you followed the required process. The pay-per-show guide has the billing wording. You pay up front.

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.

Book a Call