FIA specialist: $1.2M in premium from 8 appointments
Seasoned FIA producer had been running dinner seminars at roughly $4,500 per event. Response rate trending down year over year.
Digital-lead vendors offered annuity leads, but most were aged, shared, or age-matched without an asset filter — book of business didn't grow.
Goal: pre-retirees with real investable assets, on the calendar, matched to license state.
Exclusive annuity appointment flow with asset-range filter (>$100K investable). Phone-verification gate before any appointment confirmed.
Geo-targeted around zip-code wealth bands. Campaigns focused on guaranteed income + principal protection — no variable or speculative product framing.
Leads synced into the agent's CRM with Interest:Annuity tag and asset-band custom field.
8 exclusive FIA appointments delivered in month one.
Average cost per appointment: $485.
3 cases closed. Average ticket: $400K. Total premium: $1.2M.
Dinner seminars retired. Lead spend replaced $18K/month of seminar cost with a repeatable, scale-up-or-down digital channel.
8 exclusive FIA appointments delivered in month one. FIA Specialist (case study pending publication approval) Independent annuity producer · multi-state