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Balance Allocation Annuity
Contracting
IncentivesHear About Our Referral Programs

 

Appointment Setting System


Only Meet With
Fully Pre-Qualified Prospects

Designed to attract those affluent prospects that
have $250,000 to $2Million in investable assets.

 

Here's How It Works:

BlueBulletWe already have a highly-qualified mailing list with thesesmall spacer
small spacerprospects in your area.

BlueBulletWe design, print, and mail our proprietary invitation

BlueBulletWe take all of the calls live and we qualify them with 3-4
small spacerquestions that you want us to ask them.

BlueBulletWe record every conversation so you can listen to all of
small spacer
them.

BlueBulletFinally, we book the face-to-face appointment for you!

 

Be the first one in your area to offer this unique, brand-new, first of it's kind lead generation and appointment setting program!! If you are ready to meet with high net worth prospects, then complete the form below for further information!

 

*Required Fields

First Name:*
Last Name:*
Phone:* Ext:
Address:*
City:*
State:*
Zip:*
What is your annual premium from the sale of fixed and variable annuities? *
$
Are you currently working for a broker dealer?* Yes No
Name of Broker:*
Who are your primary annuity carriers?*
Carrier1:*
Carrier2:*
Carrier3:*