Agent Desk Annuity Appointment Leads

The Agent Desk Annuity Appointment Leads package connects agents directly with federal or state employees preparing for retirement who are evaluating options for their pension or retirement accounts. These leads represent a highly valuable audience with assets positioned for rollover and an immediate need for professional guidance.

Each package includes access to our integrated CRM for streamlined lead management and weekly training sessions focused on how to structure effective rollover conversations. Agents also gain access to proprietary annuity product lines from Nationwide, Athene, and North American, enabling them to present tailored solutions that are designed to outperform standard retirement plans.

Agent Desk State Annuity Rollover Leads combine  warm referrals, professional tools, structured training, and exclusive product access—positioning agents to deliver clarity and confidence in one of the most important financial decisions their clients will make.

Agent Desk Annuity Rollover Leads Include:

• Targeted Annuity Rollover Leads – Retirement-focused individuals evaluating rollover opportunities.

• Integrated CRM Access – Centralized system for tracking, managing, and organizing outreach.

• Weekly Training Sessions – Coaching on presenting rollover strategies with confidence and compliance.

• Proprietary Carrier Access – Exclusive annuity products from Nationwide, Athene, and North American.

• Plug-and-Play Setup – Immediate access to leads, training, and tools with minimal setup required.

Agent Desk Annuity Leads

The Agent Desk Annuity Leads package provides access to individuals and households exploring retirement planning, income protection, and wealth preservation , through referrals from cultivated partnerships with state/federal HR departments generating warm leads for employees seeking assistance with retirement planning. These prospects are actively searching for ways to safeguard assets and create reliable long-term income, making them strong candidates for annuities.

Every package comes with access to our integrated CRM, keeping lead management and tracking organized in one professional system. Weekly training sessions are included to ensure agents are confident in their approach and able to position solutions clearly and compliantly.

With access to proprietary annuity product lines from Nationwide, Athene, and North American, agents can deliver advanced, differentiated retirement strategies that set them apart in the marketplace.

Agent Desk Annuity Leads Include:

• Targeted Annuity Leads – Prospects interested in retirement income, asset protection, and long-term financial security.

• Integrated CRM Access – Streamlined lead tracking and management in one professional platform.

• Weekly Training Sessions – Expert coaching for presenting annuity solutions effectively.

• Proprietary Carrier Access – Exclusive annuity products from Nationwide, Athene, and North American.

• Plug-and-Play Setup – Immediate activation with leads, CRM access, and training included
  
  
  

  Due to the exclusive and consumable nature of leads, we do not offer refunds once leads or calls have been delivered. However, if you experience any technical issues with setup or CRM access, our support team will resolve them immediately.