We attract retirees
Retirement-focused campaigns reach households in the markets where you’re licensed.
FOR ANNUITY PRODUCERS & FINANCIAL ADVISORS
You only pay for wealthy retirees who actually show up and understand annuities.
Retirees with $250K+ in movable assets. Pre-qualified by our team. Educated on annuities before your call. You spend your time advising, instead of explaining the basics again.
Answer a few questions. Then choose a time to talk.
No show? No appointment fee.You pay for qualified, attended appointments.
Built for Agents & Advisors
More qualified annuity conversations.
Pay per show$250K+ asset screeningAnnuity educationHuman qualificationExclusive appointments
Annuity education happens before the appointment.So the meeting can focus on the household.
A BETTER STARTING POINT
Spend more of the call
on their retirement.
You know how much time goes into explaining annuities from the beginning. We introduce the fundamentals before a prospect reaches your calendar.
- The basics are introduced.
What an annuity is, how it can fit into retirement income, and the questions worth asking.
- Their interest is confirmed.
Our team checks that they reviewed the education and want a conversation about their options.
- The meeting has a purpose.
They know your practice and why you’re meeting. You lead discovery and decide what fits.
You still assess understanding and provide the product-specific advice each household needs.
FROM INTEREST TO YOUR CALENDAR
They arrive prepared.
You take the conversation forward.
We handle the work that happens before a qualified retiree shows up.
They get screened
We screen for $250K+ in reported movable assets, location and interest in retirement income.
They learn the basics
Annuity education covers what annuities are, how they work and the trade-offs to consider.
Our team calls
We confirm their details and interest, introduce your practice, book the meeting and send reminders.
They show. You advise.
You meet a prepared prospect. You only pay an appointment fee when a qualified retiree attends.
The delivery standard is a qualified show.They attend and meet your agreed criteria. A calendar invitation alone doesn’t count.
No-show? We recover or replace it.
Qualification, replacement eligibility and any separate media or setup costs are agreed in writing before launch.
PROTECT YOUR SELLING TIME
Your calendar.
With the preparation
already done.
Dinner seminars take organizing. Shared leads take chasing. Running your own ads takes another operation. This program delivers the conversation to your practice.
See if you qualifyWith a raw leadWith DemandLayer
You screen their assets$250K+ reported assets screened
You start the annuity explanationAnnuity basics introduced upfront
You chase a time to talkAn intentional appointment, booked
You introduce yourself from scratchYour practice introduced before the call
You pay for contact detailsAppointment fees tied to qualified shows
SEE YOUR COMMISSION POTENTIAL
What could these appointments
mean for your production?
Four sliders. Your numbers. See your monthly and annual commission potential.
Monthly commissionsBased on your inputs$120,000
Your numbers
Drag each slider to match your practice.
Premium per closed case
Your commission percentage
Qualified appointments attended
Placed cases from attended appointments
Starting values are examples, not DemandLayer performance averages.
YOUR COMMISSION POTENTIAL
Annual gross commissions$1,440,000$120,000 per month × 12 months
- Commission per case
- $40,000
- Closed cases per month
- 3
- Monthly gross commissions
- $120,000
Illustrative gross commissions before expenses, chargebacks and taxes. Fractional cases are mathematical averages. Actual results vary.
See if you qualifySee whether the program fits your practice.BUILT FOR ACTIVE PRODUCERS
You have the practice.
Make room for the conversations.
For established independent annuity agents, retirement-focused advisors and insurance agencies with the licenses, contracts and sales process to serve these households.
- Actively licensed and contracted to write annuities
- An established discovery and sales process
- Protected time to take appointments
- Ready to invest in an acquisition channel
BEFORE WE TALK
A few details
before we talk.
Clear expectations from the first conversation.
LET’S TALK ABOUT YOUR PRACTICE
Meet wealthy retirees.
Only pay when they show.
See how pre-qualified, pre-educated annuity appointments could fit your practice. We’ll review your markets, capacity and pricing.
See if you qualifyA few quick questions. No obligation.
Only pay when they show.Pre-qualified. Pre-educated.See if you qualify