We'll Book Clients With $250K to $5M in Investable Assets Onto Your CalendarYou Only Pay for the Ones Who Show Up
Every person is called by our team and confirmed at $250K+ before they're booked. Every appointment is yours alone, never shared or resold.
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What Happens After You Apply
You'll know within one call whether this is a fit for your practice.
Apply
Answer 7 quick questions about your production, your products and your goals.
Strategy Call
Pick a 45 minute time. We'll go through your numbers, your states and exactly how it works.
Your First Shows
If it's a fit, you're live within 7 days and we start booking appointments onto your calendar. If it's not, we'll tell you straight.
Everything Between The Ad And Your Calendar
We handle the ads, the education, the confirmation call and the booking, so you can focus on what you do best: sitting down with clients and closing cases.
Targeted Ads In Your State
Meta ads aimed at people who are actively looking into annuities, run only in the states you're licensed in.
Education Before The Call
Every client watches short videos on how annuities work, so you spend the meeting on their plan, not the basics.
Asset Confirmation Call
Every lead gets a fast call to confirm $250K+ in investable assets, their timeline and that they know they're meeting a licensed agent.
Booked On Your Calendar
Qualified clients are booked straight onto your calendar for a video meeting with you. No lists, no chasing.
Confirmation And Reminders
Text and email reminders, plus a personal confirmation from our team before the day, so you know exactly who's coming.
Only Pay For Shows
You never pay for leads. If an appointment doesn't show, or doesn't meet the standard, you don't pay for it.
Exclusive To You
Every appointment goes to you only. We never resell an appointment or share it with another agent.
Your Ad Account, Your Data
Your ads run from your own ad account, so you see every dollar of spend. We build and manage the campaigns for you.
Clear Show Tracking
See every appointment booked and shown, so you always know exactly where you stand.
Is Peak Right For You?
We work with a small number of advisors so every appointment we book gets the attention they deserve.
A good fit if you
- Are contracted to sell annuities today
- Already write annuity business every month
- Have room in your week to take every appointment
- Want exclusive appointments, not a shared list
Not a fit if you
- Aren't contracted to sell annuities yet
- Want a list of leads to call yourself
- Don't have time for new appointments right now
- Expect a guaranteed number of sales
Who's Behind Peak
Most lead companies hand you a phone number and move on. They don't check whether the client has the assets, whether they understand what an annuity is, or whether they'll actually turn up. Some sell the same lead to five agents at once.
A lot of them automate everything to cut costs. In the process, they've forgotten the most basic rule in sales:
People buy from people.
For the last 4 years I've run an agency in financial services, with over $3M in ad spend and over $10M generated for our clients. Peak combines targeted ads with a real sales process. We use technology for speed: instant replies, reminders and follow up. And a real person on our team confirms every appointment before it reaches your calendar. What you pay for is qualified people showing up, because that's the only thing that matters.
Ben WheelerFounder, Peak Agent Partners
Frequently Asked Questions
What can I expect on the call?
We'll go through your current production, your licensed states and your goals, then walk you through exactly how it works and what it costs. If it's a fit, we'll show you how we'd launch in your states. If it's not, we'll tell you straight. No obligation.
How do you charge?
You only pay for qualified appointments that show up. No setup fee, no monthly fee, and you never pay for leads or no-shows. Your ad spend is separate and paid straight to Meta from your own ad account. We'll go through the exact numbers on the call.
What if an appointment doesn't meet the standard?
Flag it within 24 hours and tell us why. We review our call recording, and if they didn't meet the standard, you don't pay for it. We don't guarantee sales. We make sure the people on your calendar are qualified and turn up.
What counts as a qualified show?
A qualified show is someone who joins your Zoom and stays at least 10 minutes, has $250,000 or more in investable assets (not counting their home) confirmed on our call, lives in a state you're licensed in, isn't already your client or working with another agent on that money, has their decision-making spouse on the call if they booked together, and knows why they're meeting you and can make their own financial decisions. If an appointment misses any of these, you don't pay for it.
How is this different from buying leads?
A lead is a phone number you have to chase, and it's often sold to several agents. We find the client, educate them, confirm their assets on a call and book them onto your calendar. Every appointment is exclusive to you, and you only pay for the qualified ones who show up.
Aren't Facebook leads low quality?
Some are. That's why every client goes through our education videos and a confirmation call before anything reaches your calendar, and why you only pay for qualified shows. If a client isn't serious, that costs us, not you.
Who talks to the clients?
Every lead gets a fast call so nobody waits, and our team confirms the client's assets and timeline, books the meeting and confirms it personally. We never give insurance or investment advice. That stays with you and your license.
Am I locked into a contract?
No. It's month to month with 7 days' notice. No setup fee, no monthly fee, no lock-in.
Why do you ask about my production?
It tells us how many appointments you can handle and whether the numbers will work for you. We only take on advisors we're confident we can get results for.
I also manage assets. Can I still apply?
Yes. Appointments are for insurance and annuity products. If you're also an investment adviser representative, check with your firm's compliance team before you start, and we'll cover it on the call.
Ready For Appointments That Actually Show Up?
Apply in about 2 minutes and book a free strategy call. You only pay for the appointments that show up.
Start Your Application No thanks, I'll keep paying for no-shows.Results vary by market and individual effort. Peak Agent Partners provides marketing and appointment setting services and doesn't provide insurance or investment advice.