Qualified Annuity Prospects. On Zoom. You Only Pay When We Deliver.
We generate inbound annuity prospects, pre-qualify them for $250K+ in movable retirement assets, prepare them for the conversation, and put qualified prospects directly in front of you.
We handle the entire front end. You handle the annuity conversation.
No raw lead lists. No shared prospects. No paying for prospect no-shows.
New here? Keep scrolling.
We'll show you exactly who we target, how we qualify them, how opportunities are delivered, and how the Pay Per Show model works.
For actively licensed and properly authorized annuity producers and advisors only.
$250K+ Movable Assets
Every delivered prospect must report at least $250,000 in movable retirement or investable assets.
Pre-Qualified By Our Team
Our backend appointment setters speak directly with the prospect before the opportunity reaches you.
Prepped Before The Meeting
Prospects are walked through the process before the meeting so the advisor isn't starting the conversation completely from zero.
Pay Per Show
You pay only when a qualified opportunity is successfully delivered. If the scheduled prospect no-shows, you are not charged.
Who Is On The Other Side Of The Zoom?
Not Just Another Annuity Lead.
We aren't sending you everyone who fills out an online form.
Prospects must make it through our qualification process before they are delivered as a billable opportunity.
$250,000+
Minimum Movable Retirement / Investable Assets
The prospect must report at least $250,000 in retirement savings or other qualifying assets that can potentially be repositioned.
Real estate does not count toward the $250,000 minimum.
Examples Of Movable Assets
The qualification process is based on information collected and confirmed with the prospect.
Intent
The prospect must also be willing to have a real conversation with an annuity professional.
We're not trying to trick consumers into meetings with giveaways or unrelated offers.
They should understand why the meeting is taking place.
Compliance Note
Inbounnd is a marketing and appointment-setting company.
Our appointment setters do not recommend annuity products, provide investment advice, determine suitability, quote financial products, or perform the advisor's licensed sales responsibilities.
Product recommendations, suitability determinations, financial advice, and annuity sales discussions are handled by the appropriately licensed professional.
Qualification Requirements
What A Prospect Must Meet To Be Delivered.
We're not simply forwarding a contact record from Meta.
Our backend team works the prospect before you speak with them.
Asset Requirement
$250K+ Movable Assets
The prospect reports at least $250,000 in qualifying movable retirement or investable assets. Real estate is excluded.
Asset Type
Money That Can Potentially Be Repositioned
Examples can include: 401(k)s, 403(b)s, IRAs, brokerage accounts, CDs, savings, checking, and other qualifying movable assets.
State
Targeted To Your Licensed Markets
We generate opportunities only in states the advisor has selected and where they are properly licensed/authorized.
Interest
Understands The Purpose Of The Conversation
The prospect understands they are meeting with an annuity professional to discuss retirement and annuity-related options.
Prepped
Completes The Pre-Meeting Process Overview
Prospects receive a process overview before the scheduled Zoom.
Appointment Confirmation
Agrees To The Meeting
The prospect has agreed to the scheduled Zoom appointment or to speak through a live transfer.
The Process
How Inbounnd Pay Per Show Works
We Run The Meta Ads
We build and fund advertising campaigns designed to attract consumers interested in retirement income, protecting retirement assets, and annuity-related solutions.
The Prospect Completes The Initial Qualification
The prospect provides information that allows us to identify whether they fit the minimum criteria.
We Filter For $250K+ In Movable Assets
Prospects who do not meet our standard qualification criteria are not delivered as billable Pay Per Show opportunities.
They Complete The Process Overview
Qualified prospects are walked through what to expect and why speaking with an annuity professional may make sense for them.
Our Backend Team Calls Them
Our appointment-setting team speaks directly with the prospect, confirms the required information, answers process-related questions, and prepares them for the next conversation.
We Attempt A Live Transfer First
If the advisor is available and the prospect is ready to speak, our first goal is to connect the two immediately.
If We Can't Transfer Them, We Book Zoom
Our team schedules the qualified prospect directly onto the advisor's Zoom calendar based on the availability provided during onboarding.
You Receive The Qualification Information
For scheduled Zoom appointments, the advisor receives the qualification notes through their private Slack channel before the meeting.
You Run Your Normal Sales Process
Once the prospect is in front of you, the advisor handles the annuity conversation using their own normal sales process.
Inbounnd does not dictate:
- How long the Zoom lasts
- Your presentation
- Your carrier selection
- Your recommendations
- Your close
- Your post-appointment follow-up
You Pay When We Deliver
You pay only when a qualified opportunity is successfully delivered.
If the scheduled prospect no-shows, you are not charged.
We only bill for delivered opportunities: a shown qualified Zoom appointment or an accepted live transfer.
Pre-Qualification Process
What Happens Before The Appointment Reaches You.
Initial Qualification Response Reviewed
We review the information the prospect provided to see whether they meet the basic criteria for the program.
$250K+ Movable Asset Filter Applied
Prospects who do not report at least $250,000 in qualifying movable retirement or investable assets are not delivered.
Process Overview Completed
Qualified prospects are walked through what to expect and confirm they understand the purpose of speaking with an annuity professional.
Backend Setter Confirms The Meeting
Our appointment setters speak directly with the prospect, confirm the required details, and secure agreement for the live transfer or Zoom appointment.
Speed Matters
We Try To Put The Prospect On The Phone With You First.
When our setter has a qualified annuity prospect ready to speak, our first goal is a live transfer.
This lets the advisor speak with the prospect while the conversation is still fresh.
If Connected
Speak With The Qualified Prospect Now
Accepted live transfers count as successfully delivered opportunities.
If A Live Transfer Doesn't Happen
We Book The Qualified Prospect On Zoom
You are only billed if the qualified prospect actually shows.
If the live transfer is not accepted, our team works to schedule the prospect instead.
Qualification Notes / Slack Delivery
Everything You Need Before The Zoom.
During Onboarding, The Advisor Provides
- Target states
- Availability
- Calendar information
- Live-transfer phone number
- Card authorization
- Other required account information
We connect our booking system to the advisor's availability.
When A Zoom Appointment Is Booked
- It appears on the advisor's calendar
- The advisor is notified
- Qualification notes are sent into the private Slack channel
- The advisor knows who they are speaking with before the appointment
Qualification Notes Can Include
For live transfers: the setter gives the advisor a verbal qualification rundown before connecting the prospect.
Communication
Slack is mandatory.
Your Account Manager is available:
Monday-Friday, 9:00 AM-7:00 PM EST
Our advertising and appointment-setting operations continue:
7 Days Per Week
Volume & Scaling
We Scale With Advisors Who Perform.
We do not immediately flood a brand-new advisor's calendar.
Most advisors begin around:
1-3 Qualified Opportunities Per Day
This gives both Inbounnd and the advisor time to build a working relationship and establish a consistent fulfillment rhythm.
Because Inbounnd is funding the advertising and handling the front-end fulfillment, we want to allocate increasing volume to professionals who consistently:
As The Relationship Develops, We Can Allocate More Volume.
Run Your Own Numbers
Annuity Revenue Calculator
Enter your own numbers to see what a consistent flow of shown appointments could look like in your practice. These are your assumptions, not our projections.
Your Numbers
Adjust the sliders to match your business.
Your Projected Revenue
Based on the inputs you selected.
Illustrative Annual Revenue
$864,000
Commission Per Case
$500,000 × 6%
$30,000
Cases Per Month
12 appts × 20%
2.4
Monthly Revenue
$30,000 × 2.4
$72,000
This calculator is for illustrative purposes only. It reflects the numbers you entered and is not an income claim, earnings projection, or guarantee of results. Inbounnd does not guarantee sales, close rates, commission amounts, or any specific outcome. Actual results vary by market, licensing, experience, effort, and other factors.
Campaign Warm-Up
Give Us About 7 Days To Warm Up Your Campaign.
Annuity prospect acquisition is not something we want to rush blindly.
After onboarding, allow approximately:
7 Days
for campaign setup and warm-up.
During this period, our team begins:
Campaign performance and exact delivery timing can vary by market and other factors.
Who This Is For
Built For Annuity Producers Who Want More Qualified Conversations.
Good Fit
- Actively licensed and authorized to sell annuity products
- Licensed in the states you want targeted
- Actively writing annuity business
- Comfortable meeting prospects virtually
- Available for live transfers
- Shows up for scheduled Zoom meetings
- Has a real sales process
- Follows up with prospects
- Can handle 1-3+ new opportunities per day
- Wants the ability to scale volume
Not A Fit
- Unlicensed or unauthorized individuals
- People looking for raw lead lists
- Advisors looking for guaranteed sales
- Advisors who regularly miss opportunities
- Advisors who do not follow up
- People who expect Inbounnd setters to sell annuities for them
- Advisors unwilling to use Zoom
FAQ
Frequently Asked Questions
Everything you need to know about Inbounnd's Pay Per Show Annuity Appointment Program.
Lead Generation & Qualification
Live Transfers & Zoom Appointments
Volume & Availability
Licensing & Campaign Requirements
Account Management & Communication
Pausing, Cancellation & Policies
Pricing & Billing
Simple Pay Per Show Pricing
Pay For Delivered Opportunities. Not No-Shows.
You are not buying a spreadsheet of annuity leads. Our team handles the advertising, prospect generation, qualification, follow-up, live-transfer attempts, and Zoom appointment scheduling.
$600
Per Shown Qualified Zoom Appointment
or
$600
Per Accepted Live Transfer
Prospect No-Show
$0
If the qualified prospect does not show for their scheduled Zoom appointment, you are not charged.
What's Included
Important Advisor No-Show Rule
If the qualified prospect shows for the scheduled Zoom appointment and the advisor fails to attend, the opportunity charge still applies.
The opportunity was successfully generated, qualified, scheduled, and delivered.
Campaign Enrollment
A one-time enrollment fee is required before your campaign is activated. Enrollment pricing and onboarding details will be reviewed during your call with our team.
For actively licensed and appropriately authorized annuity professionals.
Ready To Put Qualified Annuity Prospects On Your Calendar?
We handle the advertising, qualification, backend follow-up, live-transfer attempts, and Zoom appointment setting. You focus on the annuity conversation.
A one-time enrollment is required to activate your campaign.