A lead, a booked slot and an attended conversation are three different products. Compare what you actually receive, who owns the work between inquiry and calendar, and what should count as delivery.
An annuity lead is usually a contact record from someone who expressed interest. A booked appointment adds a calendar time, but may not confirm attendance or your criteria. A qualified show-up is an attended meeting screened against written rules agreed with the advisor. The right model depends on whether your practice wants to own the chasing and qualification, or pay for the conversation that actually happens.
Do not compare sticker prices until the delivery unit is clear. A $50 name, a calendar booking and an accepted show are not interchangeable.
A person submitted information or expressed interest. Your team usually owns every step after delivery.
A prospect selected or accepted a time. The term alone says nothing about who confirmed them or what happens after a no-show.
The household attends and meets criteria agreed in writing before launch. The written agreement defines delivery.
There is no universal qualified annuity prospect. The advisor and vendor should define the hard acceptance rules before a campaign launches.
The household must be in a state the advisor approved for the campaign.
The agreed age range and any required household participants should be confirmed before the meeting.
The exact asset definition, minimum and verification method should be written down rather than assumed.
The prospect should understand why the meeting exists and affirm interest in the agreed retirement-planning conversation.
Cost per lead can be useful for diagnosing ad performance, but it does not tell an advisor what a usable conversation costs. Compare models using the same denominator and your own observed data.
Buy the operating model your practice can actually support.
Your team wants more control and can consistently turn new inquiries into attended appointments.
Your closer's calendar is the scarce resource and you want the upstream work handled before the meeting.
A clear vendor should be able to answer these in writing before payment.
No. Exclusivity describes who receives the lead. It does not prove that the prospect scheduled, attended or met the advisor's criteria. Ask what exact event the vendor bills as delivery.
No. Marketing qualification can screen for agreed facts and interest in a conversation. Suitability and recommendations belong to the licensed advisor's process.
Only if the providers deliver the same thing. For different models, compare all-in cost per accepted attended appointment and then use your own downstream economics.
No. Annuity Origin originates first-party prospects, screens against written criteria, confirms attendance with our team and books appointments directly onto the advisor's calendar.
Asset information is self-reported in the application and re-checked by our team.
Yes. Households originated for the campaign are assigned to the advisor's practice rather than sold or resold as a shared list. Assignment and duplicate rules should still be written into the agreement.
That depends on the campaign approved with the advisor. Some campaigns can center on annuity interest; others can center on retirement income or broader planning needs. In every case, marketing qualifies the conversation, not product suitability.
Request the actual funnel, application, team workflow, sample meeting brief, reporting, consent path, written acceptance standard, and relevant client evidence.
Bring your current acquisition numbers. We will show you the qualification process, define what would count for your practice and tell you if the model does not fit.
See if your practice qualifies →