How We Generated Annuity Appointments for Under $35, Resulting in $1,000,000+ in Premium Placed

Cost Per Appointment

Under $35

Show Rate

79%

Annuity Premium Placed

$1,000,000+

Industry

Financial Services (Annuities)

Like many financial advisors, this client relied heavily on referrals and inconsistent lead sources to generate annuity business.

  • Dealing with low quality leads

  • Seeing inconsistent appointment flow

  • Spending money on different lead vendors that delivered leads with little transparency

  • Lacking a predictable system to generate high-intent prospects

They needed a reliable way to consistently book qualified annuity appointments without relying on outdated lead vendors.

The Strategy

We built a simple but highly effective system focused on intent, speed, and consistency.

Education Based Meta Ads

We avoided generic “book a call” ads and instead used:

  • “Tax-Free vs Tax-Deferred” messaging

  • Retirement-focused education angles

  • Clear, curiosity-driven hooks

This attracted higher-quality prospects already thinking about retirement planning.

Direct to Calendar Funnel

Instead of long forms, we sent prospects directly to a booking page:

  • High Intent Prospects

  • Faster Conversions

  • Booked appointments, no need to chase leads

Instant Follow-Up Automation

As soon as someone booked:

  • SMS confirmation sent instantly

  • Calendar reminders delivered automatically

  • Automated nurturing related to annuity

  • Easy rescheduling options

This played a major role in achieving a 79% show rate.

Optimized Targeting & Testing

We continuously tested:

  • Creative variation

  • Audience segments

  • Messaging angles

This allowed us to consistently keep cost per appointment under $35

The Funnel

Ads

Landing Page

Calendar Booking

Confirmation

SMS / Email Follow-Up

Why This Worked

  • Education first approach builds trust

  • Low friction booking increases conversions

  • Instant and Fast follow-up improves show rates

  • Consistent testing keeps cost low

  • Targeting aligns with high-intent prospects

What This Means For You

If you're an advisor or firm looking to:

  • Generate consistent annuity appointments

  • Lower your cost per booked call

  • Increase show rates

  • Build a predictable pipeline

Want to see if this would work for you?

Book a discovery call below

Disclaimer: Results may vary based on market, offer, ad spend, and sales process. This case study reflects results achieved with one client under specific conditions.