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The Verified Annuity EngineExclusive leads. Booked meetings. One flat price.

Phone-verified annuity prospects who book themselves onto your calendar. No ad account to run, no media invoices, no per-appointment charges. Pick a package, complete a 10-minute setup, and your seat goes live inside a week.

See pricing and join

What you are buying

Every figure below is from live client campaigns.

Pulled from our tracking database, current as of August 2026. We ran this system at cost, through $20,000+ in live ad spend, before ever taking margin.

728
Qualified leads delivered
Every one survey-screened and phone-verified before an advisor sees them.
278
Appointments booked
Booked by the lead, on the advisor's own calendar, at a time they chose.
439
Sales calls recorded and analyzed
Transcribed and scored, so you get objection and script insight, not just leads.
33%
Of delivered leads book themselves
Measured across our most recent 282-lead cohort, with no phone chasing required to get the booking.
$1M+
Annuity premium closed from one 5-advisor cohort
Closes of $500K, $300K and roughly $200K, plus a $193K case signing from the current batch.
$9.02M
Investable assets surfaced in a single 104-lead flight
27 leads disclosed full financials. Median household: $212K investable, age 66.

Counts are cumulative across active client campaigns. Cohort figures are labeled with the cohort they came from. Nothing here is modeled or projected.

What it costs

Flat per-lead pricing. Everything included.

You pay for delivered leads, and everything it takes to produce them, ad spend, creative, funnel, verification, booking, sits inside that price. No setup fee, no per-appointment charge, no back-end billing.

Starter pack
$2,997
50 leads, one time
  • Requires an access or referral code
  • New advisors only, once per advisor
  • Full onboarding: booking page, CRM seat, calendars
  • Reorders are at the rate card below
50-lead block
$90 /lead
$4,500 for 50 leads
  • Exclusive to you, never resold
  • Phone-verified, $100k asset floor
  • Self-booked meetings on your calendar
  • Calls transcribed and analyzed
100-lead block · best rate
$70 /lead
$7,000 per 100 leads, flat from 100 up
  • Everything in the 50-lead block
  • The rate our partner firms pay
  • Weekly reporting on your block
  • Re-up any time at the same flat rate
Ad spend inside the price Creative built and replaced $100k asset floor Phone verified Self-booked meetings Calls transcribed and analyzed No setup fee

Compare to the going rate elsewhere of roughly $400 for a phone-qualified annuity lead that is sold to several advisors at once and still is not a booked meeting. Membership is capped; when the network is full, checkout closes until a seat opens.

How it works

Live inside seven days of checkout.

The engine is built and running today. Nothing here is a build project, so there is no ramp to wait through.

Step 1 · Today

Pick a package and pay

Secure checkout through Stripe. Your seat in the network is reserved the moment payment lands.

Step 2 · 10 minutes

Tell us how you work

A short onboarding form: your licensing, your calendar, a headshot, and how you like to work a new lead.

Step 3 · Us

We build your seat

Your booking page, CRM login, calendars and lead routing, wired by us and reviewed by a human before anything goes live.

Step 4 · Live

Leads start flowing

Verified prospects book directly onto your calendar. You get a text the moment each new lead arrives.

Your leads are yours alone.

Every lead is exclusive to you and never resold. When your block is delivered, re-up in two clicks or simply stop. No contracts, no retainers, no surprises.

Client successes

Wins on the board, right now.

A rolling snapshot from the advisors and firms running on the system. First names only, and client details withheld for privacy.

Closed + in closing
$2M+
Client assets closed or actively closing
A retirement planning firm running fully on our system has moved over $2 million in client assets to closed or actively in the closing process.
V
Partner firm
Retirement planning firm
Closed
$500K
Annuity premium closed
Paul wrote a $500K annuity case from appointments delivered in a single 5-advisor cohort.
P
Paul
Independent advisor
Closed
$300K
Annuity premium closed
David closed a $300K annuity case from delivered appointments in that same cohort.
D
David
Independent advisor
Closed
$200K
Annuity premium closed
Roughly $200K in annuity premium closed from his delivered appointments, with four more prospects actively in his closing process at last report.
C
Cornell
Independent advisor
Third meetings
$800K
Premium in play, same batch of leads
23 first appointments for a second advisor on the same batch, so it was not one lucky run. Three households at third-meeting stage, two more in second meetings, the largest a $500K case.
P
Phil
Independent advisor
On tape
$6.29M
That prospects said they intend to move
Read line by line out of 67,340 words of recorded discovery calls across one firm's pipeline. Not balances and not our estimate: money the prospect named out loud as what they plan to deploy.
V
Partner firm
Two flights of delivered leads

One block, one advisor, ten days

What a single block looked like in practice.

70
leads delivered
→
22
first appointments
→
31%
booked themselves
→
$1.19M
premium in play
$30,000
Commission closed by that advisor, from one block Against a $7,000 block, before the three third appointments still in his pipeline pay out. His largest open case could reach $500K in premium.
"I have 1 sale lined up so far from the last batch. It will be $193k premium. I also have 3 third appointments scheduled that may result in additional sales. Two of them are in the mid $200k range and the one next month could be as much as $500k." The advisor, by email, on his first block of leads

Delivery ran July 29 to August 7. The lead and appointment counts are ours; everything downstream of the first meeting is his. A second advisor on the same batch produced 23 first appointments and $800K in play, which is why we show both.

Join the network

Pick your package and go.

Checkout is handled by Stripe. The moment payment lands you get your onboarding link, and your seat is live inside a week.

Where we text you the moment a lead arrives.
If a partner sent you, their code goes here. It credits them and unlocks the starter block.

Payments processed by Stripe. We never see or store your card details.

What happens after you pay:

1

Your receipt arrives from Stripe, and your onboarding link opens immediately.

2

The 10-minute form: licensing, calendar, headshot, how you work a lead.

3

We build your booking page, CRM login and routing, and a human reviews it.

4

Your seat activates and verified prospects start booking onto your calendar.

Questions first? Write us at hello@vitalreachautomation.com and a human answers.