The Only Practical Way to Get High-Value Retirement Clients for $3M+ Annuity Producers
Replace dinners, wholesalers, and unreliable lead vendors with a repeatable webinar-based client acquisition system that attracts high-net-worth retirement prospects, pre-educates them, and books qualified appointments—on demand.
Watch The Annuities on Autopilot Demo
If you’re already a serious producer, this is not another “marketing tool.” our infrastructure built to give elite annuity advisors full control over: Client acquisition, Education, Follow-up, Appointment flow
All without relying on third-party lead vendors, dinner seminars, or wholesalers. In this short demo, you’ll see exactly how experienced advisors are: Running educational retirement webinars at scale Identifying $2M–$10M+ in investable assets Booking conversations with pre-qualified, educated prospects
Creating a predictable pipeline they own not rent
Generate Leads in 3 Steps
Step 1: Attract
Launch compliant, education based ads that attract retirement-focused prospects with real assets.
Step 2: Educate
Run live webinars that position you as the authority before the first conversation.
Step 3: Convert
Automatically follow up, qualify, and book appointments with prospects who already understand your value.
"I booked 11 appointments and uncovered $2M in assets in just 2 weeks."
Joshua Walker, Independent Advisor
Stop Paying Retail Prices for Growth
Dinner seminars, wholesalers, and lead vendors keep you dependent and expensive. We allows you to: Eliminate middlemen Control your marketing spend
Generate exclusive leads at wholesale cost
Scale without increasing overhead
"I closed $150K in annuities and uncovered $400K+ in pipeline by my second webinar."
David Evans, Evans Retirement Planning
Text & Email Nurture Campaigns
The highest-producing advisors don’t chase leads—they let systems do the work.
AOA automatically:
Follows up before and after webinars
Confirms appointments
Increases show rates
Frees you to focus on conversations that matter
“This system handles all my follow-up automatically. I just focus on the calls — everything else runs itself.”
David Torres, Think Big Legacy & Wealth
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