A slot is booked
A calendar event exists. The prospect may still cancel, no-show or misunderstand the purpose of the meeting.
Quick answer
Pay-per-show annuity appointments are billed when the prospect attends, rather than when a lead submits a form or books a slot. But "show" and "qualified" are separate conditions. Advisors should require the agreement to define both, along with remedies and supporting evidence.
Booking, showing and qualifying are different events.
The billing event should be explicit enough that both parties can reach the same conclusion from the same record.
The prospect shows
The prospect joins the agreed meeting. The contract should state what attendance means and how it is documented.
They show and qualify
The meeting occurs and the household meets the written criteria agreed before launch. No-show and hard off-criteria outcomes do not count under the published model.
Put the operating rules in writing.
A slogan is not a billing policy. These terms determine whether the model actually transfers risk.
01 / DELIVERY
What constitutes attendance?
Define the appointment format, scheduled time, reasonable grace period and evidence used to confirm that the meeting occurred.
02 / ACCEPTANCE
What does qualified mean?
Write the state, age, reported asset, intent and household-participant rules that apply to the campaign.
03 / REMEDY
What happens after a miss?
State whether no-shows and hard qualification failures are excluded, credited or replaced, and when the advisor must report them.
04 / EVIDENCE
What settles a disagreement?
Specify which form fields, team notes, confirmations and meeting records support a billing or replacement decision.
05 / BALANCE
What happens to unused funds?
Spell out how prepaid balances deplete, whether they expire and what pause or cancellation rules apply.
06 / CAPACITY
How much can be delivered?
Match states and cadence to the advisor's real calendar instead of selling an abstract volume promise.
The work before the show still matters.
Pay-per-show changes the billing unit. It does not remove the need for demand generation, screening and confirmation.
01
Originate
Generate first-party interest through the agreed campaign.
02
Screen
Collect and review the facts tied to the written criteria.
03
Confirm
Re-check intent and attendance before the calendar slot stands.
04
Document
Record the outcome so delivery and misses are visible.
Compare like with like
All-in cost per accepted show
Total media + service + team + internal follow-up costs
÷
Appointments that attended and met the written criteria
÷
Appointments that attended and met the written criteria
Do not compare a show with a form fill.
A lower sticker price can still create a higher cost per usable conversation when contact, qualification and attendance losses remain with the advisor.
- Separate booked appointments from attended appointments.
- Separate attended appointments from accepted appointments.
- Include every required cost, not only the vendor invoice.
- Use your own funded-case data to evaluate downstream value.
Who this model is for.
Pay-per-show is not a shortcut around practice readiness.
It may fit when...
The practice already converts the right retirement-income conversations and wants to protect closer time.
- You write meaningful annuity business.
- You can define objective criteria.
- You have multi-state virtual or hybrid capacity.
- You track source, show and funded-case outcomes.
It may not fit when...
More appointments cannot solve a closing, capacity, licensing or cash-flow problem.
- You are looking for your first cases.
- Your calendar cannot absorb the agreed cadence.
- You need a raw list for an internal team to work.
- You cannot state what an accepted meeting is worth.
Marketing qualification is not suitability. The appointment provider can screen for the agreed conversation; the licensed advisor determines what advice or product, if any, is appropriate.
Common questions.
Does pay-per-show mean there is no upfront payment?+
Not necessarily. Pay-per-show describes the unit that consumes the balance or creates a bill. Payment timing, media funding and unused-balance rules still belong in the agreement.
Should every person who joins the meeting count?+
Only if that is the agreed standard. A stronger agreement separately defines attendance and the hard qualification criteria required for acceptance.
How should a rescheduled appointment be treated?+
The agreement should state whether a reschedule remains open, when it becomes a no-show, and whether it can consume the balance before the replacement meeting actually occurs.
How are qualification disputes documented?+
Use the application fields, team confirmation notes, calendar record, and meeting outcome. The written standard should identify which evidence settles each acceptance criterion and the reporting window for a dispute.
How is asset information checked?+
Asset information is self-reported in the application and re-checked by our team.
Does a show guarantee an annuity sale?+
No. Attendance and marketing qualification do not guarantee a recommendation, application, funded premium or commission.
How does Annuity Origin bill?+
Annuity Origin publishes a show-verified model: showed and qualified appointments consume the prepaid balance; no-shows cost $0, and hard off-criteria meetings are credited or replaced under the written agreement.
What proof can I review?+
Review the funnel, application, team process, sample meeting brief, reporting, and written acceptance rules.
Annuity Origin
Define the meeting before you pay for the meeting.
We will show you the qualification process, put the acceptance rules in writing and tell you if your practice is not ready for the model.
See if your practice qualifies →