WE HELP
GROW YOUR BUSINESS
With 403B Retirement Appointments
(Or IULs, Life Insurance, Roth IRAs, etc.)
✔Get unlimited appointments with teachers.
✔We manage the booking process. You just show up.
✔Try out your first batch of Pension Review Appointments today!
Two way Calendar Sync
We Help Agents Increase Business.
Welcome to our Appointment Lead Program, where we are dedicated to empowering agents and ensuring their success. We understand the importance of building strong connections with teachers and recognize the challenges they face in managing their busy schedules. Our program is designed to provide a seamless and effective solution with appointments set for you!
With our Appointment Lead Program, you can take control of your career and elevate your success to new heights. We are committed to fostering long-lasting relationships with teachers, ensuring that you can make a meaningful impact in their lives while securing your own future.
Teacher Appointment Terms of Service
We're dedicated to providing you with a positive buying experience. In our commitment to transparency and your satisfaction, we've taken the time to outline the terms that govern our transaction. This way, we're aligned in understanding, and you can rest assured that you'll receive the full value of what you invest in. Training Available for you and your agency
$50.00 Per Appointment
Min Quantity: 25
No refunds
No refunds
Be Available
Appointment delivery
No refunds
Buy 50 or 1000 appointments, get what you paid for. If changing jobs, sell appointments to a colleague. Pause your campaign, help set up your co-worker, ensuring their success. No pressure sales, purchase when ready. Take time for a thoughtful decision
Be Available
If you are not available for at least three days a week, with multiple hours per day, this program may not be suitable for you. Our goal is to schedule appointments on your behalf, and it becomes challenging if your availability is limited to specific time . We hope this clarifies the requirements.
Appointment delivery
Appointments come gradually, not all at once. You'll get 1 to 5 appointments daily, based on your package. Bigger packages, ensuring a steady flow. Note, daily count can vary due to factors.
"No Show" Policy
"No Show" Policy
State Targeting
Inactivity
"No Show" Policy
Missed appointments labeled as "No Show" won't count in your total. Access this via our app on mobile or desktop. In short, we've simplified the process for you. Rest assured, we'll reschedule missed appointments and appreciate your help for success. Together, we'll manage it efficiently.
State Targeting
Our targeting strategy focuses on specific states, allowing our clients to handle appointments remotely via Zoom and phone calls.
We refrain from local targeting, as it is not a sustainable approach and would hinder the establishment of a long-term and fruitful business relationship with you.
Inactivity
After completing your paid appointments, if you don't buy more in two weeks, your account goes inactive. To continue using our CRM at $97 monthly, note emails and texts are free while actively buying appointments. We aim for transparent communication for a smooth partnership. This info is in simple terms to ensure an uncomplicated relationship..
begin Receiving appointments now!
Unlock Your Path to Success: Get Leads Now
