From Traditional Marketing to Industry Disruptors

We started as a marketing agency helping advisors buy leads — just like everyone else.

But we quickly realized the truth: most lead vendors were overcharging, underdelivering, and leaving advisors frustrated with low ROI and no control.

That didn’t sit right with us.

So, we decided to flip the model.

Instead of selling leads, we built a system that helps financial advisors generate, educate, and convert their own leads — on autopilot.

Annuities On Autopilot was created to simplify marketing for retirement professionals. We replaced expensive seminar dinners and “vendor leads” with a pre built live webinar system that runs that you run bi-weekly, books qualified calls, and turns education into trust.

• Launch your first webinar in minutes using proven templates.

• Automate your follow-up sequences so no lead slips through the cracks.

• Run ads that connect you directly to retirees with real investable assets.

• Track everything inside one system — from registration to ROI.

No middlemen. No confusion. Just results.

We’re here to help advisors take back control of their marketing, close more annuities, and scale their practice with confidence.

Because when you win, we win.