Are you looking for a more efficient way to reach potential clients and close more deals? If so, our Retirement Appointment Program may be just what you need.

Our program offers EXCLUSIVE pension/retirement planning appointments with licensed agents, we target university and state employees to help you reach potential clients who are already looking for retirement solutions. You can educate them on how to fill any possible gaps at retirement, how to consolidate retirement accounts, how to save on taxes, leverage IUL, life insurance etc.

Program Highlights:

  • Only $100 per appointment
  • No out-of-pocket upfront fees for the appointments.
  • No purchase minimums/maximums or contracts
  • Potential clients to book directly into your calendar

We’ve designed our system to be user-friendly and easy to use, so you can spend less time worrying about scheduling and more time selling annuities. Here are a few great benefits of our program.

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