For Independent Annuity Advisors Looking To Scale
Book a free 30-minute funnel review and discover the #1 lever to attract bigger annuity cases that are ready to move forward now so you can get your time back.
Review My Funnel100% Free. No Obligation.
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ExclusiveLeaky funnels bring in leads who never book, calls with prospects who aren't ready to move money now, and cases smaller than the ones you want to work on.
More leads won't fix that. Finding the leak will.
That's why we start with a diagnosis, not a pitch. On a free 30-minute funnel review, we look at your client acquisition systems and find the one change with the biggest impact on case size and workload.
Then we pull that lever, measure it, and move to the next. That's how William Rapp from Exclusive Annuities went from $75 per lead to $36 per lead while doubling his minimum case size from $250,000 to $500,000, without filming a single ad himself.
Exclusive AnnuitiesFounderWilliam Rapp
Went from
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Get your free 30-minute funnel review and discover the #1 lever to attract bigger annuity cases that are ready to move forward now so you can get your time back.
100% Free. No Obligation.
01
Offers, targeting, and positioning built to attract retirees with bigger case sizes ready to move money now, so your revenue grows instead of your call count.
02
When every call is a bigger case, you stop filling up your calendar with calls that go nowhere. You start to enjoy the empty slots on your calendar more.
03
When ads are the lever, your AI clone appears in every ad in your face and voice. You're off the content treadmill for good, and leads still show up knowing, liking and trusting you.
04
Leads have already seen and heard you, so calls start warm and move faster toward a decision.
100% Free. No Obligation.
See Their Brand And Results Before They Worked With Us, And After
Step 1
Choose a 30-minute slot that works around your calendar. No application, no prep work and nothing to buy. If you know your cost per lead, show-up rate and average case size, bring them. If not, we'll work them out with you on the call. That's all it takes.
Step 2
You tell us how your practice runs today. We show you the one spot where your funnel is holding back your case size most and costing you time on calls that go nowhere. Once you see it, it's hard to unsee, and even harder to keep ignoring.
Step 3
Whether we work together or not, you leave with one clear lever to pull: the change that would bring you bigger annuity cases ready to move forward now so you can get more of your time back. Specific to your practice, and yours to keep, whatever you decide next.
100% Free. No Obligation.
| Question | Scale Annuities | Lead Vendors | Generic Agencies |
|---|---|---|---|
| How Working Together Actually Starts | ✓Free 30-minute call | ✗Buy lead package | ✗Sales pitch |
| What You Walk Away With First | ✓Your #1 lever | ✗A lead list | ✗A contract |
| What Actually Gets Changed In Your Funnel | ✓Only what's needed | ✗Nothing | ✗Everything |
| Your Commitment Before You See Value | ✓None | ✗Pay per lead | ✗Monthly retainer |
100% Free. No Obligation.
01
You're already doing $40K or more a month, and you know the next level won't come from working harder. You only want to work on $500K+ cases, not accept $250K cases or lower just because you feel like you have to. You're closer than you think. Often it's one lever: the offer, the targeting, the positioning, or the follow-up. We find that lever in 30 minutes and show you exactly what to change.
02
You didn't become an advisor to chase no-shows, film ads or babysit a funnel. You want the hours you do work spent with big annuity case prospects who are ready to move forward, and the rest of the day free to do what you want, how you want it. When more booked retirees show up and each case is bigger, you need fewer calls to hit your number. That's the time freedom we help you get back.
03
The biggest enemy of great is good. Most advisors with a working annuity funnel think they're doing well because their monthly numbers say so, without knowing what great actually looks like: how much it could take off your plate, and how much more revenue it could bring in. The biggest lever to close that gap is exactly what you'll find out on the review call.
100% Free. No Obligation.
See where your funnel is costing you the most time where it shouldn't, and where it's quietly capping your case size.
One 30-minute call, no prep and nothing to buy. You leave knowing your #1 lever, not a vague to-do list or a sales pitch.
Make the change yourself, or let us build it for you. Either way, we point you to the lever that matters most first.
100% Free. No Obligation.
The funnel review is free. If you decide to work with us afterward, it's a one-time investment per lever. With commissions on a single $500K case, one extra closed case can cover it.
You'll know your #1 lever by the end of the 30-minute call. If we build it for you, your new campaign is typically live within 7 days, and we track your numbers from day one. For William Rapp from Exclusive Annuities, one of the new leads became a $3 million annuity case he was working on within 2 weeks of launch. Results from one client, not typical or guaranteed.
It's built for independent annuity advisors already running ads and doing $40K or more a month. If your calendar is full but your case size is stuck, and you want your time back, you're a fit.
Most agencies sell the same package to every advisor. We diagnose first, then pull only the lever your funnel needs. And when ads are the lever, they feature your own AI clone so that your prospects show up warm to the call, already knowing, liking, and trusting you.
There's no money-back guarantee, but there is a promise: you leave the review with at least one specific step you can act on. If we work together, we measure every change before pulling the next lever.
That's usually because of what was tried. Third-person AI ads bring leads who show up cold, and generic offers attract researchers. Your own AI clone and a second-opinion offer attract retirees ready to move money.
You don't need any. When ads are the lever, your AI clone films every ad, so you never learn a script. We build the offer, pages and follow-up, and track the numbers. You show up for calls with retirees who show up and are ready to move forward now.
The market is there: U.S. retail annuity sales hit a record $464.1 billion in 2025, per LIMRA. And William Rapp of Exclusive Annuities doubled his minimum case from $250K to $500K after changing his offer, targeting and positioning, and is getting new leads every single day.
You get a confirmation email with the time, date and how to join, plus reminders before the call. On the call we analyze your funnel together, getting an overall understanding of the moving parts in your business so we can find exactly where the leak is. You leave knowing your #1 lever: make the change yourself, or let us build it for you. Either way, it's yours to keep.
Pick a time for your free funnel review. Thirty minutes, and you will know the one lever that brings you bigger annuity cases and your time back.
