Relevant retirement interest.
The prospect has expressed interest in discussing retirement needs and whether an annuity deserves consideration.
For experienced annuity advisors
We’re so confident in our appointment system,your first 5 are on us.
Five qualified, attended retirement appointments.
You don’t pay a cent for them.
Subject to approval. We review each advisor’s experience, client fit, and availability before accepting them into the program.
For eligible advisors. No obligation to continue.
Any paid continuation is optional, with terms agreed separately.
Your first five. Completely covered.
$0Appointment fees
$0Setup fees
$0Ad spend
NoDeposit required
NoObligation to continue
$250K+ reported assetsScreened acquisition criterion
Assigned to one advisor or agencyAn exclusive introduction
Five qualified, attended appointmentsCompletely on us
The question you’re probably asking
Why would we cover
your first five?
Because we’re confident in the system. And we want you to experience the appointments for yourself.
See the screening, the introductions, and the retirement conversations in your own practice. AMO covers appointment fees, setup, and ad spend for your first five qualified, attended appointments.
After those five, you decide whether to continue. There’s no required paid commitment.
Apply for My 5 Free AppointmentsSubject to approval. We review each advisor’s experience, client fit, and availability before accepting them into the program.
A clear appointment standard
Know who you’re meeting.
Know why they’re there.
“Qualified” should mean something specific before an appointment reaches your calendar.
$250K+ in reported assets.
Screening starts at $250,000 in potentially available liquid investable assets, based on what the prospect reports.
A practical meeting fit.
AMO checks service-state fit, coordinates availability, introduces your firm, and explains the meeting.
Reported assets are self-reported, not independently verified. Screening is an acquisition standard, not a recommendation to allocate assets or a determination of product suitability.
The work before the meeting
You have a sales process.
Give it more conversations.
Spend your time understanding retirement needs. AMO coordinates the introduction, from the first inquiry to the scheduled Zoom conversation.
See if we’re a fit-
01
Attract interested prospects.
AMO generates inquiries through its own consumer brand.
-
02
Screen against clear criteria.
Interest, reported assets, and service-state fit are checked before coordination.
-
03
Prepare the introduction.
Your firm is introduced and the purpose of the appointment is explained.
-
04
Meet and lead the conversation.
You bring the advice, your discovery process, and the professional judgment.
Built for an established practice
Your expertise is
the other half of this.
This offer is designed for experienced annuity professionals who already know how to run a retirement conversation and follow through with a prospect.
A strong fit looks like this:
- You have an established annuity or retirement sales process.
- You can serve the agreed states and evaluate suitability independently.
- You have room on your calendar and a clear follow-up process.
- You want to experience the appointments before deciding whether to continue with paid service.
Before you apply
Clear expectations.
Better decisions.
What exactly is included in the first five?
The offer covers five qualified retirement appointments that the prospect attends. AMO handles prospect acquisition, screening, and appointment coordination, and covers appointment fees, setup, and ad spend for those first five. Eligibility, qualification, and attendance rules are reviewed before you start.
Is there really nothing to pay for the first five?
Yes. Appointment fees, setup, and ad spend for the first five qualified, attended appointments are covered by AMO. There is no required deposit and no obligation to continue with paid service. This free offer applies to the first five appointments only.
What happens after the first five?
You decide whether to continue. There is no obligation or required paid commitment. If you choose to continue, ongoing appointment service is paid, with pricing, service scope, and any commitment agreed separately before paid service starts. Applying does not enroll you in paid service.
Does a no-show count toward the five?
No. The introductory offer is based on qualified appointments the prospect attends, rather than calendar bookings alone. The attendance standard and how appointments are counted are defined before service begins.
Are the appointments exclusive?
AMO’s appointment process assigns an introduction to one advisor or agency. Confirm the service scope and available states during the fit review.
Do these appointments guarantee sales?
No. An appointment creates an opportunity for a conversation. It does not guarantee suitability, a sale, asset movement, or a client relationship. You remain responsible for your advice and sales process.
What happens when I apply?
AMO reviews your practice, the states you serve, and your appointment capacity. If there is a fit and service is available, the next step is a conversation about criteria, offer terms, and getting started.
Start with the conversation
Our confidence.
Your first 5 appointments.
Completely on us.
Five qualified, attended retirement appointments. No appointment fees, setup fees, ad spend, or deposit for those first five.
Apply for My 5 Free Appointments
Subject to approval. We review each advisor’s experience, client fit, and availability before accepting them into the program.
Eligibility and availability reviewed first. No obligation to continue. Any paid continuation is optional and agreed separately.