Booked Leads NowYour strategy session is booked, but you need to do the 2 steps below to confirm your session.
Watch this video then complete the steps below
(There are two steps to finish below)
Step #1: Confirm Your Session
We just emailed you a calendar invite. Open your inbox and click Yes on it. That locks in your spot.
I don't see the invite
Find Your Invite in 30 Seconds
This is the first time we've emailed you, so Gmail may have tucked our invite into Spam. That's normal for a new sender. Here's how to find it:
Step #2: Read Our Top 5 FAQs
There are a few FAQs that deserve more attention. Tap each one for the answer.
Are the appointments exclusive?Tap for the answer
Yes. Every appointment we book is for you only. It is never shared or sold to another agent.
Who do you book?Tap for the answer
Retirees holding +$250K who asked for help. We pre-screen each one before they land on your calendar, then work to get them to show up.
When do I pay?Tap for the answer
You don't pay until your first annuity appointment shows up.
What happens on the call?Tap for the answer
We see if you qualify, then walk you through your growth roadmap and the investment breakdown. You leave knowing exactly how it would work for you.
What should I have ready?Tap for the answer
Three things: the states you are licensed in, how many annuity appointments a week you can take, and your average annuity case size. Join from a quiet place on video.
That's It. See You On The Call.
Show up on time and on video. Bring your questions.