A Performance Firm for Annuity Producers

A Calendar Full of Qualified Annuity Appointments. Without Prospecting.

The Annuity Agency runs the ads, screens the prospects, and books qualified annuity appointments straight onto your calendar. One flat monthly fee. No more buying recycled leads that get sold to five other agents and never pick up the phone.

"You're already a great closer. The only thing capping your production is who's sitting across from you next week."
Book a Call See How It Works
Territory exclusive Asset qualified Phone verified Calendar booked
Calendar
November 2026
SUN
MON
TUE
WED
THU
FRI
SAT
1
2
10a Martin
2p $400K
3
9a Lewis
11a Young
3p Green
4
1p $200K
5
10a Davis
2p $180K
6
3p $300K
7
8
9
10a White
1p $250K
10
9a $180K
2p Anderson
11
11a $220K
3p Wright
12
10a Clark
2p $275K
13
1p Green
3p $500K
14
15
16
10a Wright
17
9a $275K
2p $350K
18
11a $500K
2p Johnson
19
10a Brown
1p Taylor
20
2p Moore
21
22
23
10a Johnson
2p Smith
24
9a Taylor
11a Thomas
25
26
27
28
29
30
10a Harris
2p Lewis
3p Young
1
11a Wilson
2p $300K
2
10a Martin
1p $400K
3
9a Lewis
3p Young
4
2p $200K
5
Booked, verified, ready ↑ Full calendar
The Problem

You Didn't Get Licensed to Become a Cold-Caller.

But somewhere along the way, that became the job. Dialing recycled lists. Buying "exclusive" leads that five other agents already called. Dropping $6,000 on a dinner seminar where three people show up and two leave before dessert. You can close, you've proven that. What you can't do is manufacture more hours to hunt for people to close.

Here's the truth nobody in this business says out loud: your worst month didn't start with a bad sales call. It started 60 days earlier, with an empty calendar you didn't fill. Production isn't a closing problem. It's a calendar problem.
A great producer with an empty calendar makes less than a mediocre one with a full one.
How It Works

A Full Calendar in Weeks. Not Another Lead List.

One flat fee. No long-term lock-in. We handle everything from the ad to the booked appointment. You just show up and write business.

1
Strategy Call
We map your licensed states, your ideal case size, and the territory we'll own for you exclusively.
2
We Build Your Engine
Custom ad funnel and quiz, branded and built to attract retirees with money in motion. You don't lift a finger.
3
We Generate & Qualify
We run the ads and screen every prospect on age and investable assets, then phone-verify them so the number is real and the person is interested.
4
We Book Your Calendar
Qualified appointments land directly on your calendar with a Zoom link. We send the reminders and confirmations that get them to actually show.
5
You Close. We Optimize.
You do what you're great at. We keep tightening the funnel and report exactly what's working.
What You Get

We Don't Sell Leads. We Fill Your Calendar.

PILLAR I

Exclusive to You

We never sell the same prospect twice. Your territory is yours alone. We don't run two producers in the same market.

PILLAR II

Qualified & Verified

Every appointment is screened for age and investable assets, and phone-verified before it hits your calendar. No tire-kickers, no dead numbers.

PILLAR III

One Flat Fee

Stop gambling $300 to $500 a pop on leads that ghost you. You pay one predictable monthly fee and we keep your calendar full.

Results

Real Producers. Full Calendars.

What a Full Calendar Is Worth

A producer who closes 20 to 30% of qualified appointments and writes $150k to $250k per case turns a handful of monthly shows into six figures of new premium.

The math isn't the hard part. The calendar is.

(Illustrative. Not a guarantee of results.)
Who It's For

Built for Producers Who'd Rather Close Than Cold-Call.

This is for you if

  • You're an independent annuity producer writing $3M+ in premium a year.
  • You're licensed and ready to take qualified appointments in your state(s).
  • You're a strong closer who's tired of being your own prospecting department.
  • You're done buying recycled leads and want appointments that actually show.

This isn't for you if

  • You're brand new and can't yet close a qualified prospect.
  • You're looking for a magic button instead of a full calendar.
  • You expect guaranteed closes from anyone who claims to provide them.

Also a fit: FIA and retirement-income specialists, and IMOs/FMOs looking to feed appointments to their downline.

The Bar

What Your Appointment Partner Should Actually Deliver.

If your current lead source isn't doing everything on this list, they're selling you the same recycled list as everyone else.

✓Prospects exclusive to you. Never resold.
✓One producer per territory. We won't run your competitor down the street.
✓Screened for age and investable assets before booking
✓Phone-verified so the number is real and they're expecting the call
✓Booked directly on your calendar with a Zoom link
✓Reminder and confirmation sequence to maximize show rate
✓Every call recorded and tracked. Full transparency.
✓One flat monthly fee. No per-lead roulette.
✓No "exclusive" leads that quietly get sold three times
✓Clear monthly reporting on what's working
✓No long-term lock-in
About

Meet the Founder.

Logan Mastrianna, founder
Logan Mastrianna
Founder & Managing Partner
10+Years in digital marketing
★Founder of a Google Certified Partner agency
100+Organizations served across multiple verticals

I built The Annuity Agency because annuity producers are some of the best closers in any industry. Most of them are stuck doing their own prospecting with recycled leads that don't work. I run the ads, qualify the prospects, and put real appointments on your calendar, so you can spend your time where you actually make money: in front of qualified people.

Book a Call With Logan More About Logan →
FAQ

Frequently Asked Questions.

How does pricing work?
One flat monthly retainer for the management. We build, run, and optimize the entire appointment engine. You fund your own ad spend separately (billed directly to your card by the ad platform, so it never runs through us). We'll cover exact numbers on the call.
Do I pay per lead or per appointment?
Neither. You pay one predictable monthly fee. No per-lead gambling, no surprise charges.
Are the appointments exclusive?
Completely. We never resell a prospect, and we only work with one producer per territory. We won't run your competitor in the same market.
What states can you generate appointments in?
Wherever you're licensed. We target your licensed states and route every prospect to you accordingly.
Do you guarantee I'll close?
No, and you should be skeptical of anyone who does. We deliver qualified, verified appointments who actually show up. The closing is your job, and if you're writing $3M+ a year, you've already proven you're good at it.
Is there a long-term contract?
No long-term lock-in. We earn the relationship every month.
What makes an appointment "qualified"?
The prospect is the right age, has investable assets (money in motion), is genuinely interested, and is phone-verified before the appointment is booked.
How fast will I see appointments?
We're typically generating qualified appointments within the first few weeks of launch.
Let's Talk

Let's Fill Your Calendar.

Book a call. Tell us about your business and where you're licensed. We'll show you exactly what a full calendar of qualified annuity appointments could do for your production.

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