The Verified
Annuity Engine.
Exclusive, phone-verified annuity prospects who book themselves onto your agents' calendars. We run the ads, the funnel and the follow-up. You run the appointments.
We ran this at cost for ninety days.
Your agents are not the experiment. Every one of those mistakes got paid for with our money, before GFI ever saw this.
Every lead clears all four.
10 question survey
Their retirement situation, in their own answers, before you dial. You know them before you speak to them.
$100K asset floor
Confirmed investable assets. In our data, leads under the floor essentially never book: 0 of 31.
OTP verified
They key in a live code we text. Landlines and VOIP are rejected before the code is even sent.
100% exclusive
Delivered to one agent. Never resold, never shared, never recycled into another buyer's batch later.
A lead that fails any one of those four never becomes your lead.
Live client campaigns. Nothing modeled.
Put a caller on the other two thirds, and the conversations go up.
38% more conversations came from working the leads that did not book themselves. The 35% is the floor, and an SDR seat is how you go get the rest.
We do not just send leads. We instrument the team.
What it caught in week one
- Speed to lead was 17 hours against a 10 minute goal. Nobody knew that until this existed.
- 67% never reached a human at all. That is the biggest leak, and it is a dialing problem, not a lead problem.
- 12 to 3pm returns more pickups than its share of dials. Same effort, more humans reached.
Different firms. Same result.
A California agency
Over $2M in client assets closed or actively in closing, from a firm running fully on the system.
David, independent
$30,000 commission closed from that one batch, with three third appointments still open.
Phil, independent
$800K premium in play. Three households at third meeting, the largest a $500K case.
"I have 1 sale lined up so far from the last batch. It will be $193k premium. I also have 3 third appointments scheduled that may result in additional sales. Two of them are in the mid $200k range and the one next month could be as much as $500k."
Five steps. Your agents touch none of them.
The ad
We build it, test it, and replace it when it stops working. Judged on held meetings, never on clicks.
The survey
Ten questions on their retirement situation, and the phone gets OTP verified before a calendar ever opens.
The video
Built from their own answers, so it sells them on the meeting before your agent ever speaks to them.
The calendar
They pick a real time on your agent's real calendar. No five minute callback race to lose.
The transcript
Every call recorded, transcribed and read, then fed back into the ads.
Your agents run the appointments. We run everything upstream of them.
We read every call your agents take.
A vendor's job ends at delivery. That is why you can never tell whether a batch underperformed or the calls did. We instrument the call, so that question has an answer.
What the board shows you weekly
- Every booking, with the exact ad and creative that produced it
- Their full survey answers, before the call
- Show and no show, marked by the person who took the call
- Per agent adherence, control, and three coaching flags
- Best call quotes, pulled verbatim from the tape
What that changes
One partner's baseline, scored against their own first call script, before anybody coached it:
You cannot coach what you cannot see. Now you can see it.
The script, built from the recordings.
Ask permission, and the odds roughly double
"Is this still a good time?" inside the first forty words. Engagement ran 86.7% against 54.3% on one book of business, and 55.0% against 28.0% on a completely separate one.
IT APPEARS IN ONLY 21% OF CALLS
27 types, off 608 real objections
Which one is fatal: "I need to think about it" advances 20% against 55.5%. And which one is safe: early distrust, the lowest shutdown rate of any frequent objection.
YOUR AGENTS FEAR THE WRONG ONE
Sell permission to spend
Retirees underspend because nobody has told them it is safe to. We frame the annuity as permission to spend, not protection against loss.
62% OF THESE LEADS ARE ALREADY RETIRED
The part where most vendors disappear.
Delivery watch
Pace against your block is monitored automatically. If delivery slips, we know before you do and we tell you.
The report
Leads, bookings, shows, and per agent call scoring with coaching flags and verbatim best call quotes.
Creative decisions
Ads killed and scaled on held meetings, informed by what your agents' own recordings say the leads are like.
The loop
What we learn on your calls changes the ads, the survey and the video. Your block makes the next block better.
No contract and no retainer. You commit to one batch at a time, and decide from what it produced.
What the alternatives actually cost.
- Shared with four or five agents
- Ten plus dials to connect
- No survey, no assets confirmed
- Often unqualified, often annoyed
- No booked appointment
- Name and number only
- Ten to twenty a month cap
- Will not fill a calendar
At both ends you paid for the name, and you still had to go get the meeting.
Flat per lead. Everything inside it.
You pay for delivered leads, and everything it takes to produce them sits inside that price. No setup fee, no per appointment charge, no back end billing, no media invoices.
- Ad spend and media
- Creative built and replaced
- Funnel, survey and OTP verification
- Booking page, CRM seat, calendars
- Call recording, transcription, scoring
- Weekly reporting and coaching flags
Against a going rate of roughly $400 for a phone qualified annuity lead that is sold to several advisors at once, and is still not a booked meeting.
$1,003 off your first block.
Start with how little has to go right.
delivered
conversations
actually held
break even
On the meetings your agents actually sit in. Not on leads. Not on dials. On held meetings.
What do your agents close, out of ten people who sit down with them?
Whatever that number is, it is a large multiple of three point three percent. Everything past break even is margin, and the next slide is yours to set.
One in ten already pays. One in five is a different business.
Where this goes.
The pre-meeting video
Built from the prospect's own survey answers and sent before the first call, so they arrive sold on the meeting rather than wondering who you are.
Per agent call scoring
Weekly adherence, coaching flags and verbatim best call quotes, generated from the recordings automatically.
The between meetings video
A short personalized video sent after the first call and before the second, built from what the prospect actually said on the recording. Two working prototypes exist. It is not in the product and is not part of what you are buying.
We will tell you what is built and what is not, every single time. That is the whole relationship.
If it fits, here is the whole path.
You say go
We agree the block size and which of your agents are in the first round.
Ten minute form
Licensing, states, calendar and headshot, per agent. That is everything we need from you.
We build the seats
Booking page, CRM login, calendars and routing, wired by us and reviewed by a human.
Leads start
Verified prospects book onto your agents' real calendars. Text alert the moment each one lands.
Which of your agents this is not for
- Anyone who cannot realistically work 50 leads a month
- Anyone without the bandwidth to run the appointments once they land
- Anyone looking for a list to buy rather than meetings to run
Better leads do not fix a sales process, and volume nobody works is money set on fire. We would rather say that now.
Tell me which agents go first, and how many leads a month they can actually work.
We will size the first block around that number, not around what we would like to sell.