$1,200,000
IN ADVISOR COMMISSIONS GENERATED
300+
SIGNED ANNUITY DEALS
1,000+
QUALIFIED SENIOR CONVERSATIONS
POLICIES ISSUED
MULTI-STATE CAMPAIGNS
RESULTS-BASED MODEL
You Don’t Pay Per Lead
You Pay Per Closed Deal
You Don’t Pay Per Lead
You Pay Per Closed Deal
You Don’t Pay Per Lead
You Pay Per Closed Deal
To start delivery, you set up a funded balance that keeps your pipeline active. We deliver qualified demand and apply fees per closed deal as results come in.
To start delivery, you set up a funded balance that keeps your pipeline active.
We deliver qualified demand and apply fees per closed deal as results come in.
Tell us your target audience
We source and pre-qualify senior prospects
You get billed for every closed deal
What makes our approach different
What makes our approach different
We focus on closed annuity deals not lead volume. Results speak for themselves.
Lead Vendors
Paid only for signed annuity deals
Optimized for qualified senior prospects
Full visibility from AD to signed deal
Full visibility from ad to signed case
Start small, scale once it works
See How It Works
See How It Works
See How It Works
Paid only for signed annuity deals
Optimized for qualified senior prospects
Full visibility from ad to signed case
Start small, scale once it works
Lead Vendors
Paid per lead
Optimized for volume
Visibility stops at the lead
Scale fast, quality drops
Case Studies
Michael T.
Retirement Advisor
“The biggest difference is the quality. These weren’t tire-kickers or early-stage conversations. The seniors we spoke with were serious, qualified, and already considering annuities. That made the process far more efficient.”
13 January 2026
Sarah M.
Senior Market Specialist
“We’ve tried lead vendors before, and the results were inconsistent. This model felt very different. It’s structured, performance-based, and scalable once it works. That’s exactly what we were looking for.”a
13 January 2026
James R.
Financial Advisor
“What stood out immediately was the model. We weren’t paying for leads or appointments, only for signed deals. That completely changed the risk equation for our practice and made it easy to move forward.”
13 January 2026
Daniel K.
Independent Financial Advisor
“I appreciated the transparency. From the first conversation to a signed deal, everything was clear and measurable. The fact that they only get paid when business closes tells you everything about how confident they are in the process.”
13 January 2026
Michael T.
Retirement Advisor
“The biggest difference is the quality. These weren’t tire-kickers or early-stage conversations. The seniors we spoke with were serious, qualified, and already considering annuities. ”
13 January 2026
Sarah M.
Senior Market Specialist
“We’ve tried lead vendors before, and the results were inconsistent. This model felt very different. It’s structured, performance-based, and scalable once it works. That’s exactly what we were looking for.”a
13 January 2026
James R.
Financial Advisor
“What stood out immediately was the model. We weren’t paying for leads or appointments, only for signed deals. That completely changed the risk equation for our practice and made it easy to move forward.”
13 January 2026
Daniel K.
Independent Financial Advisor
“I appreciated the transparency. From the first conversation to a signed deal, everything was clear and measurable. The fact that they only get paid when business closes tells you everything about how confident they are in the process.”
13 January 2026
This will NOT WORK for you if..
This will
NOT WORK for you if..
You’re comfortable using the same lead sources as every other advisor
You’re comfortable using the same lead sources as every other advisor
You’re looking for a “set it and forget it” marketing solution
You’re looking for a “set it and forget it” marketing solution
You measure success by lead volume instead of signed annuity deals
You measure success by lead volume instead of signed annuity deals
You don’t want visibility into where your business is coming from
You don’t want visibility into where your business is coming from
Ready to grow with clarity, not guesswork?
Ready to grow with precision, not guess work?
Apply for Qualified Annuity Deals
Apply for Qualified Annuity Deals
Apply for Qualified Annuity Deals
FAQ
Selective partnerships. Premium-quality opportunities. Shared responsibility.
Selective partnerships.
Premium-quality opportunities.
Shared responsibility.
What makes your system different from other lead vendors?
We’re not a lead vendor. Traditional lead companies are paid upfront for volume. We’re paid only when a signed annuity deal occurs. That means our entire system targeting, messaging, qualification, and follow-up, is built around one outcome: closed, issued business, not clicks or appointments.
Why do you vet advisors before onboarding?
Because this model only works when both sides are aligned. We partner with advisors who: Work with seniors or retirees Are licensed and active in annuity business Can properly advise and follow through on opportunities Vetting ensures we protect market quality and only deploy campaigns where deals can realistically close.
How do you ensure the opportunities are high quality?
Every opportunity goes through multiple qualification steps, including: Senior demographic and asset suitability Clear interest in annuities or retirement solutions Confirmation of intent and timing We’re not trying to generate volume, we’re filtering for real decision-makers.
Is there a minimum conversion rate I need to meet?
There’s no fixed quota or hard benchmark. That said, this model works best for advisors who already close annuity business and are comfortable handling qualified senior conversations. During onboarding, we’ll make sure expectations are realistic on both sides.
What makes your system different from other lead vendors?
We’re not a lead vendor. Traditional lead companies are paid upfront for volume. We’re paid only when a signed annuity deal occurs. That means our entire system targeting, messaging, qualification, and follow-up, is built around one outcome: closed, issued business, not clicks or appointments.
Why do you vet advisors before onboarding?
Because this model only works when both sides are aligned. We partner with advisors who: Work with seniors or retirees Are licensed and active in annuity business Can properly advise and follow through on opportunities Vetting ensures we protect market quality and only deploy campaigns where deals can realistically close.
How do you ensure the opportunities are high quality?
Every opportunity goes through multiple qualification steps, including: Senior demographic and asset suitability Clear interest in annuities or retirement solutions Confirmation of intent and timing We’re not trying to generate volume, we’re filtering for real decision-makers.
Is there a minimum conversion rate I need to meet?
There’s no fixed quota or hard benchmark. That said, this model works best for advisors who already close annuity business and are comfortable handling qualified senior conversations. During onboarding, we’ll make sure expectations are realistic on both sides.
What makes your system different from other lead vendors?
We’re not a lead vendor. Traditional lead companies are paid upfront for volume. We’re paid only when a signed annuity deal occurs. That means our entire system targeting, messaging, qualification, and follow-up, is built around one outcome: closed, issued business, not clicks or appointments.
Why do you vet advisors before onboarding?
Because this model only works when both sides are aligned. We partner with advisors who: Work with seniors or retirees Are licensed and active in annuity business Can properly advise and follow through on opportunities Vetting ensures we protect market quality and only deploy campaigns where deals can realistically close.
How do you ensure the opportunities are high quality?
Every opportunity goes through multiple qualification steps, including: Senior demographic and asset suitability Clear interest in annuities or retirement solutions Confirmation of intent and timing We’re not trying to generate volume, we’re filtering for real decision-makers.
Is there a minimum conversion rate I need to meet?
There’s no fixed quota or hard benchmark. That said, this model works best for advisors who already close annuity business and are comfortable handling qualified senior conversations. During onboarding, we’ll make sure expectations are realistic on both sides.
Get the best
from your leads
Any payment made to us is strictly for marketing services and is not tied to legal fees, case outcomes, or referral arrangements. We are not party to the attorney–client relationship, and nothing about a firm’s engagement with us requires disclosure in a client retainer under bar rules.
Get the best
from your leads
Any payment made to us is strictly for marketing services and is not tied to legal fees, case outcomes, or referral arrangements. We are not party to the attorney–client relationship, and nothing about a firm’s engagement with us requires disclosure in a client retainer under bar rules.