Every household screened against criteria we define together, confirmed by our team, booked straight onto your calendar.
If they don't show and qualify, you don't pay.
Built for annuity advisors, and for advisors who also write IUL or run holistic retirement planning.
Lead vendors and appointment-setting vendors have burned advisors for years. These are their own words. Compare raw annuity leads, booked slots and qualified show-ups →
I purchased what I thought was 10 pre-qualified appointments for $2,500. What I didn't realize was I bought UP TO 10 appointments. I've received 1 in 2 months.
The answer rate you're seeing is typical for broker-resold data that's been touched by 8-10 other agents before you.
Even under the best system, over half the appointments are going to be no-shows, one-legged, and not qualified.
They will not return any of my calls. $2,500 is a lot of money to lose.
Premium, states, capacity. We check the numbers both ways - and tell you honestly if they don't work.
Criteria agreed together and written into the agreement - not in a sales pitch.
First-party prospects from campaigns we manage for your approved states. Never purchased lists, never resold data, never shared.
A team confirms attendance and re-checks the criteria. Not a robocall, not a calendar invite and a prayer.
You do what you're actually paid to do: the conversation.
No-show = $0. Off-criteria = credited or replaced. Your invoice only counts meetings that happened and qualified.
More states and volume as your show-to-funded rate holds.
Before annuities, we spent years building outbound and appointment systems for B2B companies in software, security, finance and professional services. The outcomes below come from that work, not from annuity campaigns. Annuity Origin runs the same system for annuity advisors: screened appointments, team-confirmed, billed only when they show.
In two months of launching, the results that we saw were mind boggling.
Plug in your own numbers and see what a few more qualified conversations a month could mean for your practice.
Drag the sliders to match your practice.
Illustrative only. This is not an income claim, earnings projection or guarantee of results. Commission rates vary by carrier, product, client age and contract level, and your close rate depends on your process.
At these numbers, every showed appointment is worth about to you. Compare that with what you pay per show today.
Not a slogan. Four written guarantees, in writing, in every agreement.
A confirmed appointment that doesn't show never hits your invoice. The slot is replaced automatically - the industry's no-show problem sits on our P&L, not yours.
If a household doesn't meet the written criteria, you're credited or the slot is replaced. The written criteria settle it - not an argument.
"Qualified" is defined together and written into your agreement before you spend a dollar. No "up to," no asterisks, no moving target.
Prepaid packages deplete only on delivery. Unused balance never expires into our pocket - what you don't use, you still own.
Compare acquisition providers, seminars and live transfers, then inspect qualification, billing and the work behind an advisor meeting.
A sourced guide to appointment services, lead formats, webinar systems and broader insurance alternatives.
Explore the comparison → Events and appointmentsCompare education, screening, advisor workload and the economics of events, appointments or a hybrid.
Compare the models → Calls and calendarsEvaluate immediate calls and scheduled conversations by availability, acceptance rules and actual delivery.
Compare the models → Compare the unitUnderstand the difference between a raw contact, a booked slot and an attended conversation that meets written criteria.
Read the guide → Understand billingSee what should count as a show, what should not and which operating rules belong in the agreement.
Read the guide → Inspect the workflowFollow the complete path from first-party demand through screening, confirmation, scheduling and outcome reporting.
Read the guide →We work with independent annuity advisors, IUL advisors, and holistic retirement planners. Our strongest fit is a practice writing $3M or more in annual annuity premium, licensed across multiple states, with room on the calendar. If that's not you yet, we'll tell you on the discovery call and save you the money.
First-party consumer campaigns that we manage for your approved states. Every household is screened against the criteria in your agreement and team-confirmed before anything is booked. You never get a raw lead list.
Prepaid packages priced per showed, qualified appointment - the exact number depends on your states and volume, and we put it in writing on the discovery call. Bring your current cost per show and compare.
A confirmed appointment that doesn't show never hits your invoice, and we replace the slot. Off-criteria meetings are credited the same way - the written criteria are the referee.
No. Keep your contracts, your override, and your street-level comp. We fill the calendar - you keep the economics.
Asset information is self-reported in the application and re-checked by our team.
Yes. Households originated for your campaign are assigned to your practice, not sold or resold as a shared list. The assignment and duplicate rules are confirmed in writing before launch.
No. Our team makes the initial qualification and confirmation call, then books qualified households around your calendar. You enter at the scheduled advisor conversation rather than racing to call every form submission.
Yes. Your approval path should be identified before launch. Ads, landing pages, qualification questions, and team language follow the review requirements your firm provides. We do not treat an unapproved workaround as approval.
No. We screen for an agreed retirement-income or annuity conversation. The licensed advisor determines suitability and which advice or product, if any, is appropriate.
We'll show you the exact qualification criteria, the pricing, and whether your practice is a fit. If it's not, we'll tell you.
Book a discovery call →