They show up and qualify
You meet a prospect who meets the criteria. That’s a seated appointment, and it’s the only thing you pay for.
How SeatedX annuity appointments work
You show up. We handle everything else.
We find retirement savers, a setter calls every one of them and records the call on video, and our own software books and reminds them. You join the meeting. If it isn’t seated, you don’t pay.
[Video: overview of how SeatedX works — Tony to record]
The model
What “pay per seated appointment” means
They don’t show
Not seated, so no charge. The prospect goes back to our team to re-book, and we work to replace the appointment as set out in your agreement.
They don’t qualify
If they turn out to be under $250K, pension-only or just researching, the appointment isn’t billable and is reviewed for a replacement.
Who you’ll meet
Who’s on the other side of the meeting?
Not a cold lead, and not someone who came for a free dinner. Every prospect has:
- $250K+ in movable retirement assets, such as a 401(k), IRA, TSP, brokerage account, CDs or an existing annuity.
- Aged 55–75 and retired or within about 5 years of retiring.
- Spoken to a SeatedX setter on a call recorded on video, and confirmed their details.
- Chosen the time and been reminded to attend by our software.
Asset levels, all at $1,000
- CORE$250K–$499K
- PLUS$500K–$999K
- PREMIER$1M+
[Verified stat: average assets per seated appointment, coming soon]
The process
How we get booked annuity appointments onto your calendar
Six steps. We do the first five.
-
Step 1
We run the video ads
We run video ads aimed at people approaching or in retirement who are thinking about their savings and retirement income. The ads lead to education, not hard selling, so the people who respond are already curious.
[Video: step 1, example SeatedX video ads — Tony to record] -
Step 2
They answer a short survey
Interested savers complete a short qualification survey covering assets, age, retirement timeline and plans. They confirm their phone number and opt in to be contacted. Anyone under $250K in movable assets is filtered out at this point.
[Video: step 2, the qualification survey walkthrough — Tony to record] -
Step 3
They learn the basics first
Where possible, qualified prospects watch short retirement-income education videos before the meeting. They arrive understanding the basics, so you don’t have to start from scratch.
[Video: step 3, sample prospect education video — Tony to record] -
Step 4
A setter calls every lead, on video
A SeatedX setter calls every single lead. They confirm assets, age, timeline and intent, answer questions and explain who they’ll be meeting. The call is recorded on video, so qualification is documented and the prospect has committed to showing up. You get that recording for every appointment, so you can watch it before you meet.
[Video: step 4, sample recorded setter call — Tony to record] -
Step 5
Our software books, reminds and tracks
The appointment is booked into a time you’ve made available, using SeatedX’s own internal software. It sends reminders and confirmations and tracks every appointment from booking to show. You don’t need to set up or update a CRM.
[Video: step 5, SeatedX booking and reminder software demo — Tony to record] -
Step 6 · your part
You show up
That’s your only job. Join the meeting with a prospect who qualifies, has been called by a person and has been reminded to attend. You pay $1,000 only if the appointment is seated.
[Video: step 6, what the agent sees when the meeting starts — Tony to record]
Your numbers
Run your own numbers
Enter your own figures to see what seated appointments could cost and return at $1,000 each. We don’t fill in any numbers for you.
The difference
The old way vs the SeatedX way
Old waySeatedX way
Buy leads and dial them yourself
Our setters call every lead
Take the form’s word for their assets
Watch the recorded setter call yourself
Chase confirmations and reschedules
Our software books, reminds and tracks
Keep your CRM up to date
No CRM work for you
Pay even when they don’t turn up
$0 unless the appointment is seated
FAQ
How it works: annuity appointment FAQs
How much does each annuity appointment cost?
$1,000 per seated appointment, the same for CORE, PLUS and PREMIER. No-shows and prospects who don’t qualify cost $0.
What do I have to do?
Show up to the meeting. We handle the ads, survey, setter calls, booking, reminders and tracking. You don’t dial, chase or update a CRM.
Why do you record the setter call on video?
It documents that the prospect was spoken to and confirmed they qualify, and it gets a clear commitment to attend. It’s also what our quality team reviews if an appointment is ever disputed.
Do I get to see the recording?
Yes. Every appointment includes the video recording of the setter’s call, so you know what the prospect said before you meet them.
What software do I need?
None of your own. SeatedX runs its own internal software for booking, reminders and tracking. You just tell us when you’re available.
Are the appointments exclusive?
Yes. Each appointment goes to one agent and is never shared or resold.
What if a prospect doesn’t show?
You pay nothing. The prospect goes back to our team to re-book, and we work to replace the appointment as set out in your agreement.
Do you guarantee sales?
No. We seat qualified appointments; the conversation and the result are yours. Results vary.
From agents
What agents say
[Testimonial coming soon]
[Testimonial coming soon]
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Ready to just show up?
Book a short call. We’ll check you’re a fit and walk you through the whole process.
Book a call$1,000 per seated appointment$0 for no-showsYou get every setter-call recording