• User Friendly

    Our system syncs with your calendar and only accepts appointments when and where you want them. You can cancel, increase or decrease the number of appointments at any time.

  • Interested Prospects

    Exclusive appointments with people who have questions about an area of retirement. You do not pay for cancels or no shows. Reschedules are automatically assigned to you.

  • Comprehensive Training

    Comprehensive training program steps you through so you know exactly what to expect. After the intro you can integrate right into your normal sales process. Write the business wherever you want.

Immediate Results

Use a program that has a proven track record. This is not your typical lead system.

Appointments will start when you want them to. You will have an onboarding call to go over the details and get your account configured. This is hands down the best appointment and lead system for insurance agents and financial advisers available anywhere.
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Course Curriculum

    1. Welcome

    2. Account Management

    3. Support

    4. Calendar Registration

    5. Account/Calendar Setup

    6. Mindset

    1. Weekly Coaching Call

    1. First Call Script

    2. Fact Finding

    1. Sample Call #1

    2. Sample Call #2

    3. Sample Call #3

    4. Sample Call #4

    5. Sample Call #5

    6. Sample Call #6

    1. Social Security Windfall Elimination Provision

    2. Positioning IUL

    3. Advanced Calendar

    1. No Answer? No Problem

    2. Cancels and Reschedules

    3. Phone Call or Video Conference

    4. Schedule Conflicts

    5. Got Ghosted?
  • Automatic booking
  • Cancel at any time
  • Expert training

Appointments, delivered

Close AUM, FIA, IUL, LTC, term, and more. Write the business where you want. Cancel at any time. Call or text 1-800-784-7259 for answers to your questions