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Now Accepting Annuity & IUL Partners

Exclusive annuity appointments with asset-qualified prospects.

For top-performing annuity and IUL producers, RIAs, and IMOs

Apply for a partnership See how it works
100% exclusive
Pay only when they show
TCPA + TrustedForm
Financial advisor reviewing documents with couple
Appointment Booked
Just now
Portrait
Pre-retiree · $250k+ investable
Retirement income review
Confirmed: Tue 2:00 PM (Zoom)
The Problem With Most Leads

Leads don't close.
Conversations do.

Shared leads rarely close. We hand you exclusive leads and confirmed appointments with asset-qualified prospects who are ready to talk.

Generated under our own brand. Never resold, never shared.
Confident financial advisor on a video call with affluent pre-retiree couple
HOW IT WORKS

From cold prospect to a booked, exclusive appointment.

01   /   QUALIFY

We define your ideal prospect.

Affluent pre-retirees in your licensed states, $250k+ in investable assets, looking to protect their retirement income.

02   /   GENERATE

We create the demand.

Our team runs the campaigns under our own brand and generates exclusive, in-market prospects. You never need to touch the marketing.

03   /   BOOK

They book on your calendar.

The prospect picks a Zoom time and books directly onto your calendar. Exclusive to you. All you do is show up.

Priced per showed appointment. No retainer. No lead fees. Cancel anytime.

Built for producers and IMOs who close virtual appointments.

Financial advisor presenting to clients Financial Advisor Consulting with Mature Couple Clients reviewing retirement plan

This is for you if:

  • You run an established practice or advisory firm.
  • You have a sales process that can handle steady appointment volume.
  • You judge marketing on cost per acquisition and ROI, not vanity metrics.

This is not for you if:

  • You rely entirely on referrals and word-of-mouth.
  • You have no process for consistent volume.
  • You just want the cheapest shared leads on the market.
WHAT "QUALIFIED" ACTUALLY MEANS

Confirmed prospects who are ready to talk.

We strip out the noise. Every appointment on your calendar is a real person who cleared a rigorous intake.

Pre-retiree • VERIFIED
$250k+ investable assets
Naples, FL
Retirement income · annuity review
Confirmed: Zoom
  • $250k+ in investable assets
  • Pre-retiree or retiree in your licensed states
  • Opted in with TCPA consent + a TrustedForm certificate
  • Booked and confirmed on your calendar
If they don't show, you don't pay. Simple as that.

Become a Triple Up partner.

We limit partners per market to protect exclusivity. Grab 15 minutes. We'll map your ideal prospect, states, and volume to see if it's a fit.

Apply for a partnership
Fixed & indexed annuities
IUL
Retirement income planning
FAQ

Frequently Asked Questions

What's a qualified appointment?
A pre-retiree in your licensed states with $250k+ in investable assets. Verified info. Opted in. A time is reserved on your calendar.
What if they don't show?
You don't pay. You're only billed for appointments that actually show up.
How are the appointments generated?
We run compliant campaigns across major search and social platforms under our own consumer brand to reach qualified prospects. You never touch the marketing.
What does it cost?
A flat price per showed appointment. No retainer, no lead fees, no long-term contract.
How is this different from lead vendors or aggregators?
We don't sell names. Every appointment is exclusive to you, pre-qualified on assets and intent, and placed on your calendar.
What's the commitment?
None beyond the appointments you take. Partner slots per market are limited to keep appointments exclusive.
Is it compliant?
Every prospect opts in with TCPA consent and a TrustedForm certificate on record.