The annuity appointment engineNow priced as one simple number
Doug, when we last spoke the pricing had two moving parts and it was hard to know what a month would cost you. We fixed that. Here is the new structure, plus what the system has produced since.
What changed
One price per lead. Nothing on the back end.
We removed the per-appointment charge entirely, and we removed the retainer. One price per delivered lead, so you know your monthly number before the month starts.
At 100 leads that is $7,000 total, and it stays $70 a lead at any volume above that. Every lead is exclusively yours. No retainer, no setup fee, no creative bill, no ad account or media budget of your own to manage.
| Leads per month | Total | Per lead |
|---|---|---|
| 50 | $4,500 | $90 |
| 100 | $7,000 | $70 |
| 200 | $14,000 | $70 |
| 300 | $21,000 | $70 |
The $70 is flat from 100 leads up. A 50-lead starter order is $90 a lead, because the campaign work behind it is the same at either size. It costs more per lead and less in total, which is the cheaper way to test with one or two agents first.
For comparison, the going rate elsewhere for a phone-qualified annuity lead is around $400, sold to several advisors at once, and it still is not a booked meeting.
Since we last spoke
Every figure below is from live client campaigns.
Pulled from our tracking database, current as of August 2026. We ran this system at cost, through $20,000+ in live ad spend, before ever taking margin.
Counts are cumulative across active client campaigns. Cohort figures are labeled with the cohort they came from. Nothing here is modeled or projected.
The question nobody else answers
What actually happens after the first meeting.
Most lead vendors stop measuring at the booking. We read the recorded calls. This is one partner firm's pipeline, hand-audited across two flights of leads we delivered.
Not account balances, and not our estimate. This is money named by the prospect on a recorded call as what they plan to actually deploy, read line by line out of 67,340 words of transcript across 19 discovery calls. Fourteen more people in the same pipeline have no recording at all, so the real figure is larger than this. We do not guess at what we cannot hear.
Pipeline stages read off the partner firm's own opportunity board, August 2026. Dollar figures extracted from call transcripts rather than from the board, because what someone owns and what they will move are different numbers. Individual results vary.
Client successes
Wins on the board, right now.
A rolling snapshot from advisors and firms running on the system. First names only, and client details withheld for privacy.
Lead quality
Two gates before your agent's time is spent.
Nobody lands on an agent's calendar by accident. Before a lead is ever delivered, they have:
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Cleared a $100,000 asset floorApplied before a calendar ever opens, so agent time only goes to households that fit.
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Verified their phone with a one-time text codeEvery number is real, reachable, and belongs to the person who filled out the survey.
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Completed a multi-step retirement surveySavings, income sources, and timeline, answered before they ever see a calendar.
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Booked themselves on your agent's real calendarThey pick the slot and confirm it before leaving the page. No phone tag.
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One agent per lead, never resoldThe lead lands in your CRM and you own the data from the first touch.
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Confirmed, reminded, and transcribedAutomated reminders between booking and meeting, and every call recorded and read.
The stack
What the two numbers actually carry.
Everything below is included. There is no separate line item for any of it.
Demand
- Annuity leads
- Booked appointments
Infrastructure
- Funnel
- CRM
Media
- Ad creation
- Campaign management
- Ad spend
Visibility
- Data reporting
- Dashboards
Speed
- Agent onboarding
- Support
Fit
Which of your agents this is not for.
Worth reading before you pick who goes on it first. We would rather tell you now than three weeks in.
The agent wrote under $1M in annuity premium last year
Better leads do not fix a sales process. If they are not already closing annuities, this will not be the thing that starts it.
The agent cannot work 100 leads a month
Everyone wants the volume. Dialing them, texting them and sitting the appointments is a different question. Answer it honestly per agent.
The agent expects the lead to do the closing
They are asset qualified, phone verified and they show up on the calendar. They still have to be sold by someone who knows the product.
The agent drops a lead after one attempt
The return lives in the follow up. If a prospect who misses two calls is dead to them, the math will never work in your favor.
Getting live
Live in under seven days.
You already have the sub-account structure in GoHighLevel, which removes most of the usual setup friction.
Fill one form
Which agents, routing, calendars, branding. That is the whole ask on your side.
We build it
Funnel, ads, videos, CRM wiring and your dashboard, per agent.
Leads start landing
First appointments on your agents' calendars.
Pick a volume and we can start this week.
Grab 30 minutes and we will walk the live numbers, size it to the agents you want to start with, and answer anything the new pricing raises.
Book a call with usLive numbers, not slides. If it is not a fit, we will tell you that too.