Exclusive by default
One appointment, one agency. Booked prospects leave our database permanently.
We never take a cut of your commission
Exclusive appointments with teachers and public employees who are ready to talk retirement.
Every appointment is set by the prospect themselves, booked straight onto your calendar, and sold to exactly one agency, yours. No shared leads, no resold names, and no backend commission split. You keep 100% of what you write.
- Available in all 50 states
- 100% exclusive appointments
- No downlines, no product restrictions
Built for
- IMOs & upline organizations
- Independent agencies
- Financial advisory firms
- Solo producers
- Carriers
What we do
We fill your calendar. You keep the case.
Our team runs the outreach, the qualification, and the follow-up so your agents spend their day in front of people instead of on a dialer. Then we get out of the way. We never touch your agents, your carriers, or your commission.
No commission split
Flat cost per appointment. No overrides, no downline, no carrier restrictions.
They book themselves
Prospects pick the time on your calendar, so nobody on your team is cold calling.
Compliant in 50 states
Outreach, disclosures, and data handling built for regulated financial services.
How it works
Six steps from pilot to predictable volume.
Start small, verify the quality with your own agents, then scale at whatever pace your team can absorb.
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1
You start a pilot
Begin with a 50-appointment block and a dedicated point of contact. We work with you, never around you. We never contact your agents directly.
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2
We generate demand
Ads, email, and automation reach public employee audiences who are actively looking for help with pensions, rollovers, and retirement income.
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3
They book the meeting
Interested employees choose a slot on your calendar and tell us what they want to discuss. Then they come off our list for good.
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4
Your agents run it
We hand over discovery scripts built for pension conversations so the first ten minutes are structured instead of improvised.
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5
Your agents close it
You choose the products and carriers. Annuities, life, AUM, Medicare. The case is yours end to end, and so is the commission.
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6
We scale together
Once quality is proven, we ramp to your target volume over one to three months, adjusting targeting and staffing as you grow.
Who we reach
Public employees with real pension decisions in front of them.
These are people who raised their hand: they want help understanding a pension election, a rollover, a DROP window, or how much longer they need to work.
Teachers & education
STRS, TRS, and 403(b)/457 decisions, plus service credit and early-retirement math.
Federal employees
FERS and CSRS staff weighing TSP rollovers, survivor benefits, and retirement dates.
State employees
Complex state pension systems with little in-house planning support available.
Police & firefighters
DROP windows, early retirement, and long-horizon income strategies.
City & county
Municipal workers across departments, a steady flow of local government prospects.
Colleges & universities
Higher-ed staff choosing between pension and optional retirement plans.
Union members
Trade and labor members who value transparency above all in planning.
Nurses & healthcare
Public hospital and district staff with mixed pension and 457 arrangements.
What they want to talk about
Every appointment arrives with the prospect's stated reason for meeting, so your agent opens with context instead of a cold discovery.
- Pension benefit questions, retirement timelines, and election options
- Rollover guidance, investment choices, and maximizing retirement savings
- Clarity on expected retirement income, and how much longer to work
- Guaranteed income, Social Security timing, Medicare, and life insurance
The numbers that matter
What every partner agency gets, regardless of size or market.- 0%
- Backend commission
- 50
- States covered
- 100%
- Exclusive appointments
- 50
- Appointment pilot
No override, no split, no downline requirement
Compliant outreach and disclosures nationwide
Never shared, never resold, never recontacted
The starting block for every new partner
The pilot
Buy the appointments. Keep the commission.
Most appointment programs in this space want a piece of what you write: an override, a split, a downline requirement. We don't. You pay a flat price per appointment and every dollar of production stays with your agency.
01
Flat price per appointment
You know your cost per appointment before you commit, and it does not change based on what you write.
02
Zero backend participation
We hold no contracts with your carriers and take no override on your production. Ever.
03
50-appointment pilot
Enough volume to judge quality honestly, small enough to be a low-risk first step.
04
Capped onboarding
We limit how many agencies we take per market so appointment quality stays predictable.
Request pricing
Tell us the shape of your team and we'll send per-appointment pricing plus current pilot availability.
Thanks, pricing is on its way. We'll follow up within one business day.
FAQ
Questions we get on the first call.
No. That is the core of how we operate. You pay a flat, disclosed price per appointment and every dollar of first-year and renewal commission stays with your agency. There is no override, no split, no downline requirement, and no carrier we push you toward.
Always. Once a prospect books onto your calendar, they are removed from our database and never contacted or sold again. No shared leads, no resale after 30 days, no second agency calling the same teacher.
Multi-channel outreach: paid ads, email, and follow-up automation aimed at public employee audiences. Interested employees choose their own time slot on your calendar, which is why show rates are high and the conversation starts warm.
A 50-appointment pilot is the honest way to judge us. It is enough volume for your agents to see a pattern rather than a lucky week, and it gives us enough data to tune targeting before we scale.
Most partners move from pilot to their target volume within one to three months. We cap onboarding on purpose. We would rather supply fewer agencies well than overcrowd a market and hand you thin appointments.
Yes. We book directly into your existing calendar and pipeline, and we can white-label the outreach so prospects only ever see your brand.
When the calendar is full of serious prospects, everything changes.
Give your agents the one thing they actually need: a booked half hour with a public employee who asked for the meeting.
Request pricing
No obligation, no contract to see pricing.