★★★★★ Managed $3.4M+ in ad spend · 100+ organizations served

Your first 30 days of management. On us.

See if you qualify to have The Annuity Agency fill your calendar with qualified appointments, at zero management cost, for your first month. If it doesn't work, walk away with no fee.

2-minute overview · watch this before starting the qualifier
Start the 2-Minute Qualifier → 6 questions. No credit card. See on-screen if you're a fit.
$3.4M+
Ad spend managed
100+
Organizations served
1
Producer per territory
0
Long-term contracts
Who Qualifies

Not every producer is a fit.

We only take on producers we can move the needle for. The qualifier below tells you honestly, on-screen, in 2 minutes.

You're likely qualified if

  • You're an independent annuity producer
  • You wrote $3M+ in premium last year
  • You've been actively writing annuities 3+ years
  • Your typical case size is $50k+
  • You want to start within 60 days
  • Your territory is currently open in our roster

Probably not a fit yet if

  • You're captive with a carrier that restricts your marketing
  • You're brand new (under 3 years actively writing)
  • You wrote under $1M in premium last year
  • You're "just exploring" with no timeline to start
  • Your territory already has a partnered producer
How It Works

Five steps to a full calendar.

One flat fee (first month waived). We handle the ads and the qualification. You show up and close.

01

Strategy Call

We map your licensed states and the territory we'll own for you exclusively.

02

We Build the Engine

Custom ad funnel, branded to you. You don't lift a finger.

03

We Generate & Qualify

We run ads, screen prospects on age and assets, phone-verify.

04

We Book Your Calendar

Qualified appointments land with a Zoom link. Reminders included.

05

You Close. We Optimize.

You do what you're great at. We tighten the funnel.

The Offer

Your first 30 days of management, free.

Here's how it works. You cover your own ad spend (billed directly to your card by Meta or Google, so it never runs through us). We waive our management retainer for the first 30 days.

During that 30 days, we build your funnel, run your ads, qualify your prospects, and start booking appointments on your calendar. You get a full look at exactly what we do and exactly what it produces for you.

At day 30, if the calendar isn't moving your production the way you want, cancel with zero owed to us. If it is, month two begins on the normal flat-fee retainer we'll agree to on our call.

No long-term contract. No per-lead billing. No pressure. This is the offer because we're confident in what the first month will show you.

Ready?

See if you qualify.

6 questions. 2 minutes. You'll get a real answer on-screen: qualified path (book a call) or not-a-fit path (with useful resources either way).

Start the Qualifier →