1-On-1 Appointment Setter

One-on-one pre-booked, qualified, appointments in your office.

How It Works:

Choose your mailer: Annuities or Life

We gather all pertinent information and pull our target list counts for your area. We use layered filters to ensure you are receiving qualified clients.

When the order goes out, you will receive appointments within 10 days

Clients call in to our 24/7 highly trained appointment setting call center, and they schedule your appointments directly into your calendar using Calendly

You will receive an email for every appointment that is set

Program One: Annuity Prospects

This program targets working to middle class clients whose net worth typically ranges between $5oo,ooo-$1,000,000 depending on the area the mailers are sent. We have tested and identified this niche to be the best to target when it comes to annuity sales. These sales are the bread and butter, and typically have a smaller time to close.

NFI Solutions Operations team will track your application from submission to issuance, so you only have to focus on your clients.


More About The Carriers We Work With

Program Two: High Society

This program targets clients with assets that exceed $3,000,000. This demographics is suited for a more advanced advisor, and those comfortable with AUM/wealth transfer clients. These prospects can have a complex sales process, and take longer to close.


Learn more about Premium Financing with High Net Worth Clients


Get more leads to keep your pipeline full and your calendar booked with appointments risk-free!
Discounts offered

All Done For You So You Can:

• Save money with performance-based pricing. We only charge for leads that attend

• Avoid the headache with end-to-end concierge services

• Generate more business from your leads

Our Done-For-You, performance-based seminars allow you to focus on what you do best, advising your clients and promoting financial wellbeing.

When you use Done-For-You Lead Generation seminar solutions, we:

• Book and manage your venue
• Provide all advertising and marketing
• Carry out reminder calls, texts, and emails
• Give live support to registrants

Work with NFI