Pre-Booked Retiree AppointmentsOnly Pay for the Ones That Show
Retirees with $250K+ in verified assets, educated on annuities and booked straight onto your calendar on Zoom.
No retainers. No lead fees. Ad spend covered.
Stop prospecting. Start closing.
We find the retirees, educate them, verify their assets and book them onto your calendar. You show up on Zoom and do what you do best.
Retiree Ads in Your States
We run ads to retirees actively looking into annuities, only in the states you're licensed in. Ad spend is on us.
Pre-Educated Retirees
Every retiree watches short videos on how annuities work before the call, so you skip the basics and go straight to their situation.
Assets Verified First
Our team confirms $250K+ in investable assets, age and timeline on a call before anything is booked.
AI + Human Appointment Setting
AI replies to every retiree in seconds. Real people call, qualify and book the ones who meet your standard.
Positioned as the Expert
We edify you before the appointment, including a short intro video from you, so they already know and trust you when they join.
Booked on Your Calendar
Appointments go straight onto your calendar as Zoom calls, at the times you choose.
Confirmed on the Day
Text, email and call reminders, plus a confirmation call on the day, so you know exactly who's coming.
No-Shows Replaced Free
If a retiree doesn't show, or doesn't meet the standard, you don't pay. We replace them at no cost.
A Clear Record
A live record of every appointment owed, delivered and credited, so you always know where you stand.
How It Works
You're live within a week of your kickoff call.
Apply
Tell us about your production, your licensed states and your capacity. It takes two minutes.
Strategy Call
A short Zoom call to confirm you're a fit, walk through the pricing and set your appointment standard.
Kickoff
We set up your calendar, record your intro video and launch retiree ads in your states.
Take Appointments
Qualified retirees show up on your Zoom. You only pay for the ones that do.
Why Producers Choose Peak
Lead vendors sell you a name and a phone number. Seminars cost thousands before anyone sits down. We only get paid when a qualified retiree is actually in front of you.
- $250K+ in investable assets, verified before booking
- Educated on annuities before the first call
- Exclusive to you, never shared or resold
- No dialing, no seminars, no chasing
- Radical transparency on every appointment
How You Pay
Simple terms.
Who's Behind Peak
I'm Ben Wheeler, founder of Peak Agent Partners. I've spent my career building and running sales teams, and the problem was always the same: not enough good appointments.
Most lead companies hand you a list and move on. They don't check whether the leads are any good or whether anyone follows them up. Some sell the same lead to three other agents.
And now that everyone's automating everything with AI, a lot of companies have forgotten the most basic rule in sales:
People buy from people.
When a retiree is deciding what to do with their life savings, they need to talk to a real person they trust. Most companies won't go that far, because it costs them more, and most are run by marketers, not salespeople.
So we use AI for speed, with instant replies and reminders, but a real person calls every retiree, verifies their assets and books them with you. We only get paid when a qualified retiree shows up, which keeps us focused on the only thing that matters to you.
Ben WheelerFounder, Peak Agent Partners
Frequently Asked Questions
Who is this for?
Licensed annuity producers and firms writing $3M or more a year, who can take Zoom appointments and want more qualified conversations without prospecting.
What counts as a qualified appointment?
A retiree in one of your licensed states with $250K or more in investable assets, confirmed on a call before booking, who's looking at a decision in the near term and shows up to the Zoom appointment. If they don't meet the standard, you don't pay for them.
What happens if someone doesn't show?
You don't pay for it. We replace every no-show at no cost.
Are the appointments shared with other agents?
No. Every appointment is booked for you and only you. We never share or resell them.
Who pays for the ads?
We do. Ad spend is included. You only pay for qualified appointments that show.
Who calls the retirees?
A real person on our team. They confirm assets, age and timeline, book the qualified ones onto your calendar and confirm every appointment on the day. They never give product advice. That stays with you and your license. AI handles the instant replies and reminders, so nobody waits.
Do I have to sign a long contract?
No. You start with a small first package of appointments so you can see the quality for yourself, then decide whether to keep going.
What can I expect on the strategy call?
We'll look at your production, your states and your capacity, walk you through exactly how it works and the pricing, and tell you straight if it's not a fit. No obligation.
See If You Qualify
Book a short call to see if Peak is a fit for your practice. We only take on a small number of producers at a time.