Our Company

Quality Fresh Leads:
Our Leads are generated though a number of different sources. Which then are screened by our staff to determine the prospect's needs. Our staff will update the assets, account balances (if possible), financial goals and confirm if the prospect has an IRA or 401K which are in need of review.

Quality of Appointment:
We confirm all appointments one day in advance. Your name and the company you represent is given to the prospect. We determine their correct date of birth, and make sure all the buying elements are present when you arrive at the door.

Appointment Setters:
We train our Appointment Setting Staff to work closely with the agent, they're assigned to. You will receive a call from your Appointment Setter, which will give you both the opportunity to get acquainted. Our Appointment Setters are constantly kept abreast of all changes within the Insurance Industry to better service you.

Re-Sign Rate:
Most of our clients re-sign, and write between 250 to 500K in Annuity premium, every month. It's our goal to make sure you succeed, and the best way to achieve this is daily Appointments with seniors that have Movable Money for you to manage

Replacement Policy/Customer Service:
We offer the best replacement policy in the country.
We pride ourselves in having the best Customer Service in the industry.