Library
Guides for annuity agents and financial advisors
Practical pages on buying leads and appointments, comparing vendors, exclusive inventory, appointment setting and running the meeting. Written for licensed professionals.
Start with leads vs appointments if you are choosing a model, or the vendor checklist if you already buy. Each guide links to how SeatedX works and to signup when you want seated appointments at $1,000 per show.
Guides
Buying & comparing
- Annuity leads vs appointments — Leads, transfers, booked and pay-per-show compared.
- How much annuity appointments cost — Published pricing models and how to compare them.
- How to choose a vendor — Checklist of questions before you buy.
- Best annuity lead companies — Fair comparison using public vendor facts.
- Pay-per-show vs pay-per-lead — Which model fits your time and risk.
- Exclusive annuity leads — What exclusive must mean in the contract.
Guides
Getting clients
- How to get annuity leads — Sources and how advisors get clients.
- Financial advisor leads — Lead generation for retirement-income practices.
- Annuity leads for financial advisors — Advisor-specific filters and formats.
- 401(k) and IRA rollover leads — Agent-side rollover intent buying guide.
- Appointment setting for advisors — Setters, pay-per-book and pay-per-show.
- Annuity seminar alternatives — What to use when dinner seminars stall.
Want seated annuity appointments at $1,000 each?
Apply to receive SeatedX appointments, or book a short call.