We fill your calendar with annuity buyers ready to move real money. For free
We will give you 15 free appointments and guarantee you'll make $40,000 from them. If you don't, we will keep giving you free appointments until you do.
- 15
- guaranteed appointments
- $40k
- your floor, in writing
- 8%
- commission on funds moved
The Nest Guarantee
We will give you 15 free appointments and guarantee you'll make $40,000 from them. If you don't, we will keep giving you free appointments until you do.
The system
3-Pillar System for Predictable ROI
Most annuity leads come from dinner seminars and generic retirement classes — a room full of people who wanted a free ribeye. We do the opposite.
The problem
Most annuity leads come from dinner seminars or generic retirement classes. You get a room full of people who wanted a free ribeye, and you have to educate them from scratch. This type of marketing attracts plate lickers and tire-kicking prospects.
What we do instead
We run Meta and Google ads to attract high-income prospects who are actively looking for safe-money retirement solutions. Instead of advertising a 'Free Ribeye at Flemings,' we run ads like 'How long does $1,000,000 last in retirement?' or 'Which annuity is right for you?'
Pillar 1
High Net Worth Targeting
The math
One deal covers your entire ad budget. Five deals change your year.
You run annuities at 8%. We underpromise at $250k moved and overdeliver. Here's what that looks like.
The floor
$500k moved
$40,000
8% of $500k. One closed deal. Covers your entire $10k ad budget.
The plan
$2M moved
$160,000
8% of $2M per deal. Close 5 like this and you're at $800k.
The whales
$3M moved
$240,000
Buyers with $10M+ moveable assets comfortably moving 30% into an annuity.
$10,000
your ad budget
15–30
qualified appointments delivered
~5
deals you close
$190,000
net ROI on a $10k spend
How it works
Three steps from ad budget to booked appointments.
We do the targeting and qualifying. You do what you're great at — closing.
- Step 01
We target
We put your $10k ad budget in front of one audience: people with $250k–$1M+ in moveable assets who've shown interest in annuities — plus a whale layer of $10M+ net worth buyers who can move $2M–$3M.
- Step 02
We qualify
Every lead is vetted before it touches your calendar. Assets verified, intent to deploy into a fixed index annuity confirmed. No tire-kickers, no unqualified calls — only buyers who can act.
- Step 03
You close
We hand you 15–30 booked appointments. You close ~5. At 8% on $500k moved, that's $40,000 per deal — $200,000 total — on a $10k spend. Net ROI: $190,000.
What you get
We do the free work first. You keep the upside.
On a $10k budget, expect 2–3 appointments in week one, ramping every week after. We deliver 15–30 booked appointments and prove it with results — not testimonials.
15–30 booked appointments
Qualified buyers delivered to your calendar on a $10k ad budget.
A ramp that compounds
Week one: 2–3 appointments. Each week after, more — until the calendar is full.
Results, then pricing power
We prove it with closed deals. Referrals, testimonials, and repeat business follow.
Ready for 15 appointments that pay for themselves?
Book your onboarding call and we'll start targeting qualified annuity buyers this week.