Qualified retirement appointments, booked on your calendar.
We capture pre-retirees at the most important financial moment of their lives and book showed, qualified appointments straight onto your calendar. You pay per appointment — never per lead.
This month
On track18
Appointments booked
14
Showed & qualified
78%
Show rate
$6,750
Monthly spend
How it works
We own the whole pipeline — you just show up to qualified appointments.
We capture pre-retirees
Meta & Google ads capture people at the single most important financial moment of their lives — planning retirement.
We qualify & book
Our team calls every lead, qualifies them against your criteria, and books showed appointments straight onto your calendar.
You close
You spend your time with qualified prospects, not chasing leads. You only pay for appointments that actually show.
$1M+
Monthly appointments booked
15+
Setters qualifying your leads
24/7
AI-powered client support
Qualified, not raw leads
Every appointment is matched to your criteria and shows up — or you don't pay.
On your calendar
Appointments book directly into your availability. No manual scheduling.
Scale on results
No cap and no flat retainer. Increase volume whenever you're ready to close more.
Full nurture handled
We handle reminders, re-booking, and follow-up. You focus on the close.
Already a client?
Your portal has your live appointment numbers, a full help center, and a 24/7 AI assistant that can see your account — with your dedicated rep one click away.