Relevant interest
The prospect has expressed an interest in discussing retirement needs and whether an annuity deserves consideration.
For experienced annuity professionals
Your expertise.
More time for the
right conversations.
You know how to sell annuities. AMO handles prospect acquisition, screening, and appointment coordination—so more of your time can go toward advising.
Exclusive appointments. Clear standards. Consumer care.
THE WORK BEFORE THE MEETING
- 01
Attract
Retirement inquiries through RetireSavor.
- 02
Screen
Interest, reported assets, and service-state fit.
- 03
Prepare
Your firm introduced. The meeting explained.
- 04
Meet
A Zoom conversation with context.
You bring the advice. We coordinate the introduction.
Built for established sales processesAssigned to one advisor or agencyDesigned around attended appointments
The partnership
You have a sales process.
Give it more of your attention.
Calling inquiries, sorting interest, scheduling, and confirming all take time. AMO coordinates that work before the advisor conversation.
We work with professionals who understand their own close rate, follow-through, and capacity. People who evaluate marketing as a business investment and know that a calendar booking is only one part of acquiring a client.
If you have tried different marketing channels, the next conversation should be about the process behind the appointment—and how it fits yours.
See who we work withA defined standard
The right introduction starts
with the right questions.
Reported assets
Our acquisition criterion starts at $250,000 in potentially available liquid investable assets. This is not an allocation recommendation.
A practical fit
We check service-state fit and coordinate the meeting around the participating professional’s availability.
The advisor handoff
Walk into the meeting
with context.
Know why the prospect wanted to talk, what they reported, and which questions matter to them.
The introduction should prepare both sides for a useful first conversation. It does not replace your discovery, fact-finding, or suitability process.
Explore the handoffIllustrative appointment briefSample
Context before the conversation.
- Reason for the conversation
- Retiring in two years; exploring ways to cover monthly expenses.
- Reported qualifying assets
- $250,000–$499,999
- Questions to discuss
- Income timing, access to savings, and how alternatives compare.
- Introduction & confirmation
- Advisor and firm introduced. Zoom meeting time acknowledged.
Fictional example, not an actual prospect. Reported assets are not independently audited or a recommended annuity allocation.
Our consumer-facing brand
Meet RetireSavor.
Consumers encounter education and retirement questions through RetireSavor. AMO manages the advisor partnership and appointment process. Before a meeting, the participating advisor and firm are introduced by name.
Visit RetireSavorBuilt by an operator
Growth deserves a process
you can understand.
Conor Lawrence founded AMO with the perspective of someone who has built, scaled, and sold businesses.
The same operating discipline shapes AMO: clear expectations, an understandable process, and attention to what happens after an inquiry becomes a conversation.
Meet the founderA considered partnership
Your next stage of growth
starts with a conversation.
See whether your practice and our appointment process are a fit.