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The problem isn't your channel. It's the intent behind it.

The “Anti-Seminar” System for Growth-Focused Advisors

We install a predictable pipeline of 8–12 pre-qualified annuity appointments that actually show — from 30–40 exclusive, intent-qualified leads a month. No cold calling. No dinner plates.

100% done-for-you: we build the ads, funnel, and AI follow-up — every appointment is exclusively yours.

“This system booked 14 qualified annuity appointments my first month.”

— Mark T., Financial Advisor, TX

80% avg show rate•$275K avg annuity sale•$1.25M avg assets / prospect

Built by operators Joseph Gissy & Jim Vitalie, who've managed $619M+ in AUM — using this exact system to generate $7M in annuity sales in a single year ($1.6M in one month).

Strategies used by top producers at

LPL FinancialRaymond JamesNorthwestern MutualEdward JonesMerrill

Is Annuity AI Right For You?

We are not a lead vendor. We are a growth partner. This system is engineered for a specific type of advisor.

Who This Is NOT For

  • Anyone not licensed to sell annuities
  • Advisors looking for $20 shared leads
  • Those unwilling to invest in their business
  • Advisors who don't have a sales process

Who This IS For

  • Advisors ready to handle 10+ new appointments/mo
  • Producers willing to invest $3k+ into marketing
  • Those tired of the 'dinner seminar' grind
  • Advisors who want a predictable, scalable system

The “Inbound-Only” Ecosystem

Stop chasing. Start attracting. Here is how we fill your calendar.

1. High-Intent Targeting

We target high-net-worth individuals (55+) actively searching for “retirement income,” “tax reduction,” and “wealth protection” on platforms they trust.

2. The Education Funnel

Prospects watch a 15-minute educational VSL that frames YOU as the authority. They must pass a qualification quiz before they can even see your calendar.

3. Exclusive Appointments

You wake up to booked appointments. No chasing. No shared leads. Just qualified prospects who know who you are and want your help.

Results That Speak For Themselves

Join the top 1% of advisors scaling with Annuity AI

Hear It From Real Advisors

Real results from financial advisors using the system

David Swanson

David Swanson

President & CEO, Quantum Financial Group

“These are among the highest intent leads that I have ever encountered, period.”

Literally it’s like already having done your discovery call the first time you speak with them. Average case size is typically 2–3× what other vendors do.

43 years in finance~1.5 years with Annuity AI2–3× avg case size
Eddy Gifford

Eddy Gifford

Financial Advisor, Tactive Financial

“We’ve already written $500K this year with another $2M in the pipeline.”

Client shows — at least four out of five. Most prospects have one, two, three million in assets. I don’t have to educate like crazy — I just clarify and get something done.

80% show rate$500K closed YTD$2M+ pipeline
Verified
“Unlike other vendors, these people have taken a great deal of time filling out an extensive intake form. You know all about them. It’s like having already done your discovery call.”
David Swanson

David Swanson

President & CEO

Verified
“We completely overhauled our process to lead with the annuity first. Results exploded — $500K written, $2M in the pipeline, and we’re targeting $3–5M this year.”
Eddy Gifford

Eddy Gifford

Financial Advisor

Verified
“Generated 55 qualified prospects in just 3 weeks with a 25% booking rate. I have over $7.2M in investable assets in my pipeline.”
Joseph Gissy

Joseph Gissy

Founder & Advisor

Frequently Asked Questions

Are these leads shared with other advisors?
Absolutely not. Every lead is generated under your brand (or a generic brand we build for you) and booked directly onto your calendar. You own the data exclusively.
Do I need to be tech-savvy?
No. We build the entire system for you. We set up the ads, the landing pages, the automations, and the calendar. You just show up to the appointments.
Is there a long-term contract?
We operate on a 6-month initial agreement because building a pipeline takes time. However, we have performance guarantees in place to ensure you're protected.
What is the cost?
The investment varies based on your market and ad spend capacity. We recommend a minimum marketing budget of $3k/mo (paid to Facebook/Google) plus our management fee. Take the assessment to see if you qualify.

See If Your Practice Qualifies

Take the 2-minute assessment to see if Annuity AI is the right fit for your practice.