Prime Wealth LeadsRetirement appointments for annuity producersSpend more time with prospects and less time chasing a list. Each appointment is delivered to one advisor, never resold.
01 · Agree the fit.
On your call with Devon, discuss your licensed states, appointment capacity, and pilot terms.
02 · Attract and screen prospects.
Our retirement funnel asks about retirement plans, state, and self-reported movable assets. The target is prospects reporting $250K or more.
03 · Let the prospect choose a time.
Eligible prospects self-book an appointment. Each appointment goes to one advisor and is never resold.
The pilot is prepaid. Appointment eligibility, delivery timing, and no-show handling are agreed in writing before payment. Applying does not commit you to purchase.