Buy annuity appointments that actually show up.
Exclusive to your agency. No retainer, no ad spend, no long-term contract.
Retirement prospects screened for $250k+ in investable assets and booked as Zoom meetings on your calendar. Our setters qualify new leads within minutes and call to confirm every booking. You pay per showed appointment.
From first interest to your calendar in 5 steps
We handle every step before the appointment. You handle the conversation.
- Step 1
Interest is generated
Prospects find us through our retirement education brands.
- Step 2
They take our retirement quiz
We ask their age, screen for self-reported investable assets of $250k+ and verify their phone number.
- Step 3
Our setters qualify them
New leads get a call to discuss goals, timing, savings, and decision-makers.
- Step 4
Booked on your calendar
You get the Zoom link and prospect details. We handle confirmation calls and reminders.
- Step 5
You meet them on Zoom
Discuss their retirement goals, assess fit, and lead the sales conversation.
One price. No retainer. Pay per show, not per lead.
Old way vs. VB way
The difference is simple: stop paying for hope, start paying for confirmed conversations.
A cost center built on hope
- Buy names and hope they answer
- Cold call people who forgot they opted in
- Educate from scratch on every call
- Shared lead lists sold to multiple agents
- Monthly retainers on top of ad spend
An appointment engine you can judge
- Billed per showed appointment, never per lead or click
- Setters qualify new leads and call to confirm every booking
- Prospects come through retirement planning education
- Exclusive appointments for your agency
- $1,000 per showed appointment, 5 to start
Who you meet on Zoom
Not a random internet lead. The prospect has gone through three checks before you meet them.
Screened on assets
They told us their age and investable assets on our retirement quiz, and anyone under $250,000 was screened out.
Retirement planning interest
They came through an educational retirement planning path, not a random giveaway.
Called by our setters
Our setters call new leads within minutes to confirm why they're looking, what they want their money to do, why now, their age and retirement timeline, who makes the decision and savings of $250k+ not counting the home. Every booking gets a confirmation call to check the time and the Zoom link.
Proof
Agents who made the switch
“Great service for quality appointments. We have used different lead sources before, but Virtual Blue's pay-per-show model gives us people who are actually booked, qualified, and ready to talk.”
“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.”
Questions before the setup call
Straight answers before you apply.
How much does it cost?
$1,000 per showed annuity appointment. You start with 5 showed appointments ($5,000), with no retainer and no ad spend on your side.
Who are the prospects?
High-intent, retirement-minded people who came through our retirement planning education and told our quiz their age and investable assets; anyone who reports under $250,000 is screened out. The prospects who show report an average of $1M+ in investable assets, and 7 in 10 report $500k+. New leads get a qualifying call from our setters, and every Zoom meeting on your calendar gets a confirmation call.
Are appointments exclusive?
Yes. Appointments are exclusive to your agency and are not shared with multiple agents.
How do your setters qualify and confirm prospects?
Our setters call new quiz leads within minutes for a short discovery conversation: what they want their money to do, why now, their retirement timeline, who makes the decision (a spouse is invited to join the meeting) and whether their savings, not counting the home, are $250,000 or more. Prospects who fit are booked on your calendar, and every booking gets a confirmation call from our setters. We send the prospect the Zoom link and reminders, so they arrive ready.
Are leads generated via ads, outbound calling, aged data, or resold lists?
Ads, yes: prospects come from our own ad campaigns for our retirement education brands, then take our quiz and verify their phone number. Aged data and resold lists, no: Virtual Blue does not sell aged or resold lead lists. Our setters call new quiz leads to qualify them, and call to confirm every booking.
Why start with 5 showed appointments?
One appointment is not enough to evaluate a system. Five gives both sides a cleaner starting sample and makes sure we are working with serious agents.
How quickly can I get started?
Take the 6-question fit quiz and book your setup call. Once onboarding is done, the average wait for your first booked appointment is 3 days, and half of new agents get their first booking within about a day and a half.
Do you work with agencies as well as individual agents?
Yes. Individual agents and agencies both buy Pay-Per-Show annuity appointments, and we can give your team members access to your Agent Portal, so everyone sees the same appointments and Zoom links.
What do I get after a meeting?
Our AI notetaker joins your Zoom meeting. After a shown meeting, your Agent Portal has an AI meeting report with the summary, objections, next steps and full transcript, a one-click follow-up email draft, and personal AI coaching across your meetings.
Ready to get set up?
Take the 6-question fit quiz and book your setup call. After onboarding, the average wait for your first booked appointment is 3 days.
Simple agreement, no long-term contract · Exclusive to your agency
Ready to qualify?
6-question annuity fit check