Retirement prospects screened for $250k+ in investable assets and booked as Zoom meetings on your calendar, with our setters on the phone qualifying new leads and confirming bookings.
10:00 AM · Susan P.
Annuity Consultation · Zoom
4:00 PM · Robert M.
Annuity Consultation · Zoom
11:30 AM · Margaret E.
Annuity Consultation · Zoom
Open slot — next prospect lands here
2:00 PM · Frank N.
Annuity Consultation · Zoom
Retirement prospects come through our retirement-planning education and are screened for $250k+ in investable assets before they ever reach you.
New leads get a call from our setters within minutes to discuss goals, timing, savings, and decision-makers. Our setters also call to confirm each Zoom meeting.
You meet the prospect on Zoom and sell. An AI notetaker joins and documents the meeting — summary, objections, and next steps in your portal.
You are billed per showed appointment, never per lead, click or form. No retainer and no ad spend on your side.
Your appointments, Zoom links, prospect briefings, AI reports and coaching in one place — no spreadsheets, no guessing what happened in a meeting.
Upcoming meetings with prospect details and the Zoom link one click away — synced automatically.
Every appointment is a Zoom video meeting. Prospects get the link and reminders from us, and our AI notetaker joins to document the conversation.
Summary, objections, agreed next steps and the full transcript of every shown meeting, plus a one-click follow-up email draft.
Patterns from your own meeting reports: the coaching points that come up most and the objections prospects raise, so you know exactly what to sharpen.
Before the Zoom, read the prospect's own quiz answers and any notes from our setters, so you walk in prepared.
Every show itemized on a clear ledger, with your balance and each purchase in one place.
Today · 4:00 PM
Robert M. — Annuity Consultation
Confirmed by setter · $750k–$1M investable
AI Meeting Report
"Wants lifetime income; concerned about fees. Agreed to a follow-up Thursday at 10 AM with his wife on the Zoom…"
✓ Shown
AI report ready
Just booked
Fri · 2:00 PM · Frank N.
Agents and agencies already running on Virtual Blue appointments
"Great team that produces great leads and appointments that convert. These guys are very easy to work with. I highly recommend using Virtual Blue Agency if you want to write crazy business."
Ready for a calendar full of confirmed appointments?
Join the agents and agencies using Virtual Blue for setter-confirmed annuity appointments.
View Pay-Per-Show→Validation, filtering and risk scoring run on every quiz before a prospect is booked.
Names, emails and phone numbers are format-checked the moment a prospect enters them.
Restricts interactions to US regions, neutralizing high-risk traffic.
Automatically filters wrong-fit, duplicate, and low-quality submissions.
Deep risk scans verify carrier type (Mobile vs VOIP) and fraud scores.
Precision tracking optimizes for qualified conversations, not just lead count.
Prospects confirm their phone number with a one-time code before their quiz goes through.
One simple model: you pay per showed annuity appointment, never per lead or click.
Setter-confirmed retirement prospects booked straight onto your calendar. No retainers and no ad spend on your side — you're billed per showed appointment.
Straight answers about Pay-Per-Show annuity appointments
Retirement prospects come through our retirement-planning education and are screened for $250k+ in investable assets. New leads get a qualifying call from our setters within minutes, and every Zoom meeting on your calendar gets a confirmation call. You meet them on Zoom, our AI notetaker documents the conversation, and you're billed per showed appointment, never per lead.
Still have questions?
See how Pay-Per-Show works, or talk to our team and we'll walk you through it.
Guides and strategies for annuity producers
You can sell annuities over Zoom. What changes on video: the license you need, the best-interest file, recording consent, e-signatures and the meeting itself.
Preset annuity appointments range from low-cost worksite presets to asset-qualified Zoom meetings. How to tell them apart, and what to ask before you buy.
A 200-seat annuity dinner seminar runs $8,000–$14,000 all in. Here's the honest funnel math — mailers, buying units, show rate, appointments, closes — and the break-even that decides whether seminars beat booked appointments for you.