Vital Reach Automation logo Vital Reach Automation
Book a call

Qualified Annuity Leads Under $100.Booked Straight Onto
Your Calendar.

Exclusive to you and never resold. Phone numbers are OTP verified. Ten survey questions answered, $100K asset minimum. We run the ads and the follow-up. Live inside seven days.

Tap here to see the full system

Why this is not a lead list

You have bought annuity leads before.

You know how that went. Here is the same page of the story, told twice.

Everywhere else

  • $400 a lead, if they are genuinely qualified
  • Shared with four other agents, and aged
  • A form fill. No OTP, no survey, no assets confirmed
  • You dial. Eleven times.

Here

  • Under $100 a lead
  • Exclusive to you, never resold
  • OTP-verified, ten survey answers, $100K floor
  • They book themselves

What the system has produced

Every figure below is from live client campaigns.

We ran this at cost for the first ninety days. No margin, just under $20,000 of our own ad spend, and about a dozen advisors working the output, for one reason: to find out what actually moves a 62-year-old with $200K sitting in a 401(k), instead of guessing at it. Everything below came out of that period and the campaigns still running since.

33%
Of leads book themselves
No dialing and no setter. Measured across our most recent 282-lead cohort.
$1M+
Annuity premium closed
Out of a single 5-advisor cohort. Cases of $500K, $300K and roughly $200K.
$9.02M
Investable assets surfaced
From one 104-lead flight. Median household $212K, age 66.
728
Qualified leads delivered
Each one carrying ten survey answers and an OTP-verified number.
278
Appointments booked
Time picked by the lead, on the advisor's own calendar.
439
Sales calls recorded
Transcribed and scored, so we can tell you which openings close and which lose the room.

Counts are cumulative across active client campaigns. Cohort figures are labeled with the cohort they came from. Nothing here is modeled or projected.

How it works

Live inside seven days.

The engine is built and running today. Nothing here is a build project, so there is no ramp to wait through.

1
Today

Book a short call

Twenty minutes on Zoom. We walk the live numbers with you and answer everything.

2
Same day

Tell us who you are

A 10-minute onboarding form: licensing, states, calendar, headshot.

3
Us

We build your seat

Your booking page, CRM login, calendars and lead routing, wired by us and reviewed by a human before anything goes live.

4
Live

Leads start flowing

Verified prospects book directly onto your calendar. You get a text the moment each new lead arrives.

Handled for you, every time

We run the ads, not you Creative built and replaced $100k asset floor 10-question survey OTP verified Self-booked meetings Calls transcribed and analyzed Weekly reporting

Client successes

Wins on the board, right now.

A rolling snapshot from the advisors and firms running on the system. First names only, and client details withheld for privacy.

Closed + in closing
$2M+
Client assets closed or actively closing
A retirement planning firm running fully on our system has moved over $2 million in client assets to closed or actively in the closing process.
V
Partner firm
Retirement planning firm
Closed
$500K
Annuity premium closed
Paul wrote a $500K annuity case from appointments delivered in a single 5-advisor cohort.
P
Paul
Independent advisor
Closed
$300K
Annuity premium closed
David closed a $300K annuity case from delivered appointments in that same cohort.
D
David
Independent advisor
Closed
$200K
Annuity premium closed
Roughly $200K in annuity premium closed from his delivered appointments, with four more prospects actively in his closing process at last report.
C
Cornell
Independent advisor
Third meetings
$800K
Premium in play, same batch of leads
23 first appointments for a second advisor on the same batch, so it was not one lucky run. Three households at third-meeting stage, two more in second meetings, the largest a $500K case.
P
Phil
Independent advisor
On tape
$6.29M
That prospects said they intend to move
Read line by line out of 67,340 words of recorded discovery calls across one firm's pipeline. Not balances and not our estimate: money the prospect named out loud as what they plan to deploy.
V
Partner firm
Two flights of delivered leads

One batch, one advisor, ten days

What a single batch of leads looked like in practice.

70
leads delivered
→
22
first appointments
→
31%
booked themselves
→
$1.19M
premium in play
$30,000
Commission closed by that advisor, from that one batch Before the three third appointments still sitting in his pipeline pay out. His largest open case could reach $500K in premium.
"I have 1 sale lined up so far from the last batch. It will be $193k premium. I also have 3 third appointments scheduled that may result in additional sales. Two of them are in the mid $200k range and the one next month could be as much as $500k." The advisor, by email, on his first batch of leads

Delivery ran July 29 to August 7. The lead and appointment counts are ours; everything downstream of the first meeting is his. A second advisor on the same batch produced 23 first appointments and $800K in play, which is why we show both.

Before you book

The questions advisors ask us first.

Are the leads exclusive to me?
Yes. Every lead is delivered to one advisor, you, and is never resold or shared. There is no second advisor working the same name, and nothing gets recycled into another buyer's batch later.
Do I have to run ads or build a funnel?
No. We run the ads, build and replace the creative, own the landing pages and run the follow-up. You do not need an ad account, an agency, or a marketing person. What you need is a license, the states you write in, and a calendar we can book onto.
What actually makes a lead qualified?
Four gates before it reaches you. They answer ten survey questions about their retirement situation. They confirm a $100K investable asset floor. They pass age and duplicate checks. And the phone number is OTP-verified, meaning they enter a live code we text them, so you get a number that is genuinely textable and callable rather than a landline or a typo. Landlines and VOIP numbers are rejected before the code is even sent. A lead that fails any of those four never becomes your lead.
How fast can I be live?
Inside seven days. The engine is already built and running, so there is no ramp to sit through. You book a call, fill out a 10-minute onboarding form the same day, and we wire your booking page, CRM, calendars and routing. A human reviews the whole seat before a single lead is pointed at it.
How do the leads reach me?
Most of them book themselves straight onto your calendar, so the first thing you see is an appointment. You also get a text the moment each new lead lands, and every record writes into the CRM we set up for you with its full survey answers and attribution attached.
Am I locked into anything?
No contract, no retainer, and no term to run out on you. You buy leads a batch at a time, so the only thing you ever commit to is the batch in front of you. We deliver that one in full, you see what it produced, and you decide from there whether to run another. Most advisors have already made that call before their current batch finishes.

See whether it fits your practice.

Schedule a call to get a live walkthrough of the annuity lead system, ask any questions you have, and receive a full breakdown on pricing.

Tap here to see the full system