Pay Only for Local Millionaires Who Show Up

We book you Zoom calls with self-reported $1M+ net worth prospects in your local market.

They’re looking for help with AUM, annuities, retirement income, or making their money last throughout retirement.

You give us your territory. We run the ads, generate the prospects, and book the appointments.

You Only Pay If They Show Up

No paying for leads.

No paying for booked appointments that never happen.

You only pay when a qualified $1M+ net worth prospect actually shows up to the Zoom call.

Who We Target

The strategy is built around getting you into the same room with affluent prospects.

  • $1M+ self-reported household net worth

  • Interested in AUM and/or annuities

  • Located in your local market

  • Looking for retirement or wealth management help

  • Concerned about making their money last in retirement

We Run the Ads → We Book the Zoom → Millionaire Shows Up → You Pay

Turn Zoom Calls Into Local Clients

The Zoom call is the introduction. From there, you can qualify the prospect and move the relationship toward an in-person meeting.

BOOK YOUR CALL

Five quick questions. Takes under a minute.

Can Your Local Territory Cover At Least 5 Million People?

Are You 100% Good With This Model?

To confirm:

You pay approximately $300 per self-reported millionaire lead in your local market.

We recommend planning conservatively around 1 close per 20 leads, a 2–3 month sales cycle, and a $250,000 average annuity case.

You are responsible for calling, verifying, qualifying, following up, and ultimately meeting appropriate prospects face-to-face.