For licensed annuity producers
Annuity Producers Can Now Pay OnlyFor Retirees Who Actually Show Up
Every retiree has $250K+ in verified assets and is booked straight onto your calendar. Answer 7 quick questions to see if you qualify. It takes about 2 minutes.
What Happens After You Apply
You'll know within one call whether this is a fit for your practice.
Apply
Answer 7 quick questions about your production, your products and your goals.
Strategy Call
Pick a 45 minute time. We'll go through your numbers, your states and how pay per show works.
Your First Shows
If it's a fit, we launch in your states and start booking retirees onto your calendar. If it's not, we'll tell you straight.
Everything Between The Ad And Your Calendar
We handle the ads, the education, the verification and the booking, so you can focus on what you do best: sitting down with retirees and closing cases.
Retiree Ads In Your States
Meta ads aimed at retirees who are actively looking into annuities, run only in the states you're licensed in.
Education Before The Call
Every retiree watches short videos on how annuities work, so you spend the meeting on their plan, not the basics.
Asset Verification Call
A real person on our team calls every retiree to confirm $250K+ in investable assets, their timeline and that they know they're meeting a licensed agent.
Booked On Your Calendar
Qualified retirees are booked straight onto your calendar for a Zoom meeting with you. No lists, no chasing.
Confirmation And Reminders
Text and email reminders, plus a confirmation on the day, so you know exactly who's coming.
No-Shows Replaced Free
If a retiree doesn't show, you don't pay. We replace the appointment at no cost.
Exclusive To You
Every retiree goes to one producer only. We never resell an appointment or share it with another agent.
Ad Spend Included
We fund and run the ads. You pay a flat fee per qualified show, with no retainer and no setup fee.
Clear Show Tracking
See every show owed, delivered and credited, so you always know exactly where your pack stands.
Is Peak Right For You?
We work with a small number of producers so every retiree we book gets the attention they deserve.
A good fit if you
- Are contracted to sell annuities today
- Write $3M or more in annuity production a year
- Have room in your week to take every appointment
- Want exclusive appointments, not a shared list
Not a fit if you
- Aren't contracted to sell annuities yet
- Want a list of leads to call yourself
- Don't have time for new appointments right now
- Expect a guaranteed number of sales
Who's Behind Peak
Most lead companies hand you a phone number and move on. They don't check whether the retiree has the assets, whether they understand what an annuity is, or whether they'll actually turn up. Some sell the same lead to five agents at once.
A lot of them automate everything to cut costs. In the process, they've forgotten the most basic rule in sales:
People buy from people.
I've built and run sales teams for years. Peak combines targeted ads with a real sales process. We use technology for speed: instant replies, reminders and follow up. But a real person calls every retiree, confirms their assets and books them in. And you only pay when they show up, because that's the only thing that matters.
Ben WheelerFounder, Peak Agent Partners
Frequently Asked Questions
What can I expect on the call?
We'll go through your current production, your licensed states and your goals, then walk you through how pay per show works and what it costs. If it's a fit, we'll show you how we'd launch in your states. If it's not, we'll tell you straight. No obligation.
How do you charge?
A flat fee for each qualified retiree who shows up. Ad spend is included. There's no retainer, no setup fee and no long contract. We'll go through the exact pricing on the call.
Is there a guarantee?
Yes. Our first 5 producers get our Founding Client Guarantee. One: every show meets the standard, or we replace it. Two: any shows we haven't delivered are refundable. Ask at any time and we'll refund the unused balance. Three: if your first 2 shows aren't the quality we promised, we'll refund the rest of your pack. No argument. We don't guarantee sales. We guarantee the part we control: qualified retirees on your calendar.
What counts as a qualified show?
A retiree who joins your Zoom call and stays at least 10 minutes, has $250K or more in investable assets confirmed on our call, lives in a state you're licensed in, and isn't already working with another agent on that money. If an appointment doesn't meet all of that, you don't pay for it.
How is this different from buying leads?
A lead is a phone number you have to chase, and it's often sold to several agents. We find the retiree, educate them, verify their assets on a call and book them onto your calendar. Every appointment is exclusive to you, and you only pay when they show.
Aren't Facebook leads low quality?
Some are. That's why every retiree goes through our education videos and a verification call with a real person before anything reaches your calendar, and why you only pay for the ones who show. If a retiree isn't serious, that costs us, not you.
Who talks to the retirees?
A real person on our team. They confirm the retiree's assets and timeline and book the meeting. They never give insurance or investment advice. That stays with you and your license.
Am I locked into a contract?
No. You start with a pack of shows and decide what's next once it's delivered. Any shows we haven't delivered are refundable at any time.
Why do you ask about my production?
We work with producers writing $3M or more a year. That's where the numbers work best for you, and it means you've got the experience to make the most of every retiree we book.
I also manage assets. Can I still apply?
Yes. Appointments are for insurance and annuity products. If you're also an investment adviser representative, check with your firm's compliance team before you start, and we'll cover it on the call.
Ready For Retirees Who Actually Show Up?
Apply in about 2 minutes and book a free strategy call to see if pay per show is right for your practice.
Start Your ApplicationResults vary by market and individual effort. Peak Agent Partners provides marketing and appointment setting services and doesn't provide insurance or investment advice.