The best appointment system for licensed agents and advisors

Get booked appointments delivered to your calendar with individuals that have questions about their retirement or other financial planning options. Get opportunities ranging from IUL, Annuities, AUM, Life, Term, or LTC. Getting in front of prospective clients has never been easier.

Schedule a Call

Program Overview

Get appointments directly on your calendar

There are 2 major challenges for financial services professionals. The first is getting qualified appointments and the second is closing them. The Elite Advisor Prospects Appointment system solves these problems by getting prospects employed in the Federal, State, University and K-12 Industries, directly on your calendar and providing you with expert training showing you exactly how to close them.

Who This Program is For

Perfect for advisors, agents and planners

The Elite Advisor Prospects Appointment program currently services a wide-range of financial professionals from Financial Advisors, Financial Planners, Retirement Planners, and Life Insurance Agents. Experience a system designed to grow your client-base and get you in front of the right people.

Financial Advisors

Provide guidance on investments, savings, and overall financial planning.

Video Library

Help people with strategies for managing their finances and achieving long-term goals.

Retirement Planners

Assist with strategies for saving and investing to ensure financial security in prospects' later years.

Life Insurance Agents

Help clients choose policies to provide financial security for loved ones in case of loss.

About The Service

The best source for appointments

Speak with prospects who have questions regarding their retirement planning and additional opportunities. These prospects are requesting to speak with an independent agent or advisors to get their questions answered and then educate them on the product that best helps them meet their financial and retirement goals.

We replace 100% of cancellations by the prospects.

Average assets of $150k-$250k in 403b, 457, 401k, TSP, etc.

IUL, Term, LTC, Annuity, AUM and more opportunities

Why Choose Us

Fill your calendar with booked appointments

Elite Advisor Prospects gets you in front of people who have expressed interest in your services and have agreed to an actual appointment. This is miles ahead of cold-calling a list of name who may or may not be interested. Increase your efficiency and spend more time talking to people who need and want your services and who can be closed.

State Selection

We offer state specific and nationwide appointments.

Training System

Get exact training on how to be successful with these appointments.

Calendar Control

You're in control of your availability.

Dedicated Support

Each client is assigned a dedicated customer succes manager.

Essential Training

Master your

appointments

The Elite Advisor Prospects training will teach you how to succeed with preset financial services appointments. Give yourself the edge and get more closes with vital information, in-depth coaching, and more.

Video Library

Access to all 40 + training videos with many more coming.

Interactive Lessons

Explore interactive lessons that ensure you grasp the key concepts.

Weekly Mentor Call

Connect with mentors and other agents to discuss best-pratices.

Objection Handlings

Get access to an in-depth list of handlings for common objections.

Appointment Options

Connecting with state, federal and higher-education employees allows you to offer tailored advice on a wide range of financial products, including unique retirement plans, Indexed Universal Life (IUL) insurance, Long-Term Care (LTC) insurance, Life Insurance, Annuities, and more. Understanding the unique financial needs of these employees positions you as a specialist, appealing to prospects seeking tailored advice.

Near-Retirees

Usually W-2 wage earners, could include self-employed and full time investors. Nationwide or specific states.

Business Owners

Business owners nationwide, or in a state you select.

What to Expect

Onboarding and appointment expectations

Once you sign up our customer success team will reach out to schedule your onboarding call. They will provide you access to our training platform, connect you to our scheduling system and make sure you are set up to start your appointment campaign.

First Appointments

Your appointments will come in within the first two weeks after your onboarding call.

Demographic Information

You will be speaking with people of all ages and various opportunities who have indicated they are interested in working with an independent agent or advisor regarding their financial future. Opportunities include but are not limited to, IUL, Rollovers, LTC, AUM, Life Insurance, etc.

Disclaimer Statement

Please understand that not all of the appointments will be 100% qualified prospects, however you will speak to qualified prospects, with an average closing rate of 10% - 30%.

Reviews from advisors, planners, and agents like you

Check out reviews from agents, advisors and planners who utilize the Elite Advisor Prospects Appointment system.

380+ appointments

“After years of burning money on leads I found
Elite Advisor Prospects which has been a tremendous opportunity.”

Judy Chun

Chun Financial Services

650+ appointments

“Elite Advisor Prospectsis an excellent resource and delivers some of the best value for anyone's marketing dollars!”

Rich Osterhoudt

Symmetry Financial Group

70+ appointments

“You need to invest in yourself and your business. Finding reliable partners is a vital part and Revenex definitely holds up their end of the bargain.”

Russell Houle

BFP

Pricing

We offer competitive pricing. Select from the three appointment options below to see specific pricing.

State & Higher-Ed Appointments

Nationwide Federal Appointments

State-Specified Federal Appointments

The difference between Nationwide and State-Specified Federal Appointments

Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, whereas the State-Specified plan allows you to select specific states the federal employees reside in.