A form submission is only the beginning. Our appointment offer adds education, follow-up and a setting call before the prospect meets you.
The offer
Pay for the conversation. Not the no-show.
They attend.
You pay for the qualified appointment they attend.
Attended appointment
They don’t show.
No appointment charge. We replace the no-show.
Replacement included
They cancel.
No appointment charge. We arrange a replacement.
Replacement included
Who you meet
Retirement goals. Assets. Annuity interest.
$250k+ investable assets.
Self-reported in the qualification form. Phone verification does not verify financial balances.
Looking at retirement income.
Pre-retirees and retirees exploring annuities and their income options.
Expecting a conversation.
They express interest in speaking to a licensed professional, then our team follows up to book.
01
Ads start the conversation.
We create the video ads that bring retirement and annuity enquiries into the funnel.
Retirement incomeLong-form videoA retirement storyLong-form video
02
Understand who’s enquiring.
The qualification questions capture their retirement goals, assets, background and interest in speaking with an advisor.
● ● ● Retirement Scientist
Retirement Scientist ANNUITY MATCHING
For Pre-Retirees & Retirees With $250,000+
Get Your Personalized Retirement Income Strategy
Answer a few quick questions and we’ll find the best annuity options for you.
QUESTION 1 OF 12
Are you currently retired?
THE QUALIFICATION PROCESS
Goals. Assets. Ready for a call.
01 / 12Intent & qualification
Retirement goals & background
$250k self-reported asset gate
Expectation of an advisor call
Phone-code verification
0 questions answered
03
Keep the conversation warm.
Education and follow-up continue after the enquiry. Prospects hear from us before they hear from you.
Videos and emails give prospects context for the appointment. Follow-up keeps the next step clear without leaving you to start from a cold phone number.
Retirement and annuity education
A clear expectation of an advisor conversation
Follow-up around the booked meeting
Retirement income, explained.Video education
Questions worth asking your advisor.Email education
Your appointment is coming up.Meeting reminders
Education and reminder sequence overview.
04
Our team makes the setting call.
We follow up with the prospect, discuss the next step and arrange an appointment with you.
Follow up on their enquiry
Set expectations for the advisor meeting
Agree a time for the appointment
The setting callBlueprint Labs · 1 min 55 sec
Sample setting-call recording supplied by Blueprint Labs.
05
You take the meeting.
A booked conversation with context. Your role is to understand their needs, discuss suitable options and decide the next step together.
Know the background.
Review the prospect’s answers and retirement goals before the call.
Have the conversation.
Spend your time on advice and suitability, not introducing the enquiry from scratch.
Keep us in the loop.
Share attendance, notes and outcomes so we can improve the process together.
Your economics
Run your own numbers.
PROJECTED MONTHLY GROSS COMMISSION$150,000
Estimated sales / month
4
Commission / sale
$37,500
Annual gross commission
$1,800,000
Planning assumptions, not historical results or a guarantee. Gross commission excludes appointment fees, ad spend and other costs; it is not profit or ROI. Case size is the amount placed in an annuity, not total investable assets.
Leads vs appointments
Less chasing. More conversations.
Buying contact detailsBlueprint Labs appointments
A name and a number
Qualification answers and retirement goals
You chase the enquiry
Our team follows up and sets the appointment
You introduce everything from scratch
Video and email education before the meeting
A lead charge, even without a meeting
Pay for attended appointments; no-shows replaced
Behind the appointment
The enquiry. And the details.
Supplied lead records · Recreated notification viewRecreated email · Supplied form answers
Frequently asked questions
What advisors ask us.
What happens if someone doesn’t show up?
You don’t pay for an appointment that doesn’t happen. No-shows are replaced, and we track attendance with you.
What if they cancel?
Cancelled appointments are replaced. Let us know about changes so we can follow up and arrange the next meeting.
Who are the prospects?
Pre-retirees and retirees interested in retirement income and annuities. The form requires at least $250,000 in self-reported investable assets; targeting is agreed around your states and licences.
Are the appointments exclusive to me?
Yes. The prospect is introduced to you, not sold to multiple advisors.
What do prospects see before the meeting?
Video ads, qualification questions, retirement and annuity education, plus email follow-up and meeting reminders. Our team then calls to arrange the appointment.
Who makes the setting call?
Our team follows up on the enquiry, explains the next step and agrees an appointment time. You can hear the supplied setting-call recording above.
How many appointments can I get?
We agree volume based on your states, criteria and calendar availability. There is no universal monthly volume promised on this page.
What do I need to do?
Provide your licences, target states, available appointment times and delivery preferences. Take the meetings and share attendance, notes and outcomes.
What if the prospect doesn’t buy?
An attended appointment is not a guaranteed sale. You assess suitability, advise the prospect and manage your sales process. A non-sale alone does not make an attended appointment a no-show.
What are the costs and contract terms?
We discuss the appointment package, ad-spend responsibilities and agreement directly before launch. No price or minimum commitment is assumed here.
Next step
Let’s plan your first appointments.
States. Prospect criteria. Calendar availability. Reply to the person who sent you this page and we’ll agree the setup together.
