For financial advisors and insurance agents

Resources

Practical articles on getting annuity clients, choosing between leads and appointments, and reading a vendor's offer before you pay. Figures in these articles are ones this website already publishes. They are not a promise of sales or returns.

• Updated November 4, 2026

  How to Get Annuity Clients as a Financial Advisor

  A practical path for financial advisors and insurance agents who want annuity clients: who the prospect is, which calendar-filling methods exist, and what a booked appointment changes.

• Updated November 4, 2026

  Annuity Leads vs. Annuity Appointments: Which Is Worth It?

  Annuity leads and annuity appointments are different products. See what you pay for, who does the dialing, and how to judge which one fits an advisor's calendar.

• Updated November 4, 2026

  Live Transfer vs. Preset vs. Pay-Per-Show Annuity Appointments

  Live transfers, preset appointments, and pay-per-show appointments are three different ways an annuity conversation reaches an advisor. Here is what each one asks you to do.

• Updated November 4, 2026

  Seminar vs. Webinar vs. Zoom Annuity Appointments

  Seminars, webinars, and one-to-one Zoom appointments put an advisor in front of annuity prospects in different rooms. Compare the room, the cost shape, and who has to show up.

• Updated November 4, 2026

  How to Improve Show Rates on Annuity Appointments

  Show rate is the share of booked annuity appointments the prospect attends. Here is how to read a show-rate claim, and what advisors can control before the Zoom.

• Updated November 4, 2026

  How to Follow Up After a First Annuity Appointment

  What to do after a first annuity appointment: confirm the next meeting, keep the file current, and what we offer for optional CRM and follow-up help.

• Updated November 4, 2026

  Exclusive vs. Shared Annuity Leads

  Exclusive and shared annuity leads are different contracts. See what each word should mean in an agreement, what a shared lead costs in practice, and which questions to get in writing.

• Updated November 4, 2026

  Questions to Ask Before Buying Annuity Leads or Appointments

  Twelve questions to ask any annuity lead or appointment company before you buy, and how we answer them.