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🇺🇸 Done-For-You Appointments · Annuity · United States

Now accepting applications

Appointments with high-net-worth retirees who already have the money saved. Or you don't pay.

We find retirees sitting on real savings, check the money is actually there before anyone books, and put them on your calendar. No dinner seminars. No bought lists. No chasing people who were never going to move a dollar.

  • Retirees with real investable assets, checked before the appointment is booked
  • If they don't turn up, or the money isn't there, you don't pay
  • Built for six-figure placements, not $10K starter contracts
  • AdvisorOS + a dedicated client success manager, included
65-75%
show rate, vs 40-50% industry
1,000+
appointments booked every month
$8M+
of our own money spent to build this
4.7/5
from 130+ Google reviews

See if you qualify for done-for-you annuity appointments

Takes 90 seconds. If you qualify, we book your call same day.

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Stop paying for dinners to meet people who never had the money.

Guaranteed showed appointments with retirees whose assets we checked first. You only pay for the ones who turn up.

Apply now →
Apply now →