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
Inquiries through our own consumer brand.
- 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
A 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.
A considered partnership
Your next stage of growth
starts with a conversation.
See whether your business and our appointment process are a fit.