Fill Your CalendarWith Qualified Retirees

Speak With Wealthy Retirees Who Want Your Advice.Over 300 Exclusive Appointments Booked Every Month.

This week’s calendar

MR

Margaret R., 64

$420K in 401(k) · watched pre-call video

Confirmed
DC

Dennis and Carol T., 67

$610K across CDs and IRA · wants an income plan

Confirmed
JH

James H., 59

$280K rollover · setter qualified

Booked

Avg. investable assets per opportunity

$200K

Your Pipeline

Sample prospects shown for illustration. Names and figures are not real clients.

Retirement only

Built for advisors who serve retirees

100% exclusive

Leads are never resold or shared

In-house setters

Our team calls, qualifies and books

Your ad account

Spend on your card, full visibility

Who we book

Fill Your Calendar With Real Retirement Conversations.

Not shared leads. Not cold lists. Not a seminar room.

$200K+

Investable household assets

55+

Retirees and pre-retirees

10+ min

Phone or video consultation

Intent

Actively planning retirement

Every appointment meets this standard before it reaches you, and we tailor the criteria to your practice during onboarding.

Your Practice Is Ready To Grow. The Old Playbook Isn’t.

Shared Lead VendorsYou’re racing four other advisors

The same prospect sold to multiple advisors. No filtering, no context, no idea who you are. You win on dial speed, and every dollar builds someone else’s brand.

Seminars and DinnersYour growth is capped by the room

Venue costs, mailers, and a two-week lag before anyone sits down with you. It works in one zip code and stalls the moment you try to scale it.

Running Ads YourselfThe channel isn’t the problem

Meta works for retirement advisors. What breaks is the creative, the compliance, the follow-up, and the hours. Leads come in and nobody calls them in the first five minutes.

Our Method

Firm Accelerator

The system that consistently turns ad spend into qualified consultations.

01

Retirement Ads

Compliant, retirement-focused creative on Meta, built under your brand.

  • 55+
  • $200K+ assets
02

Qualifying Funnel

Prospects self-select before they ever give a phone number.

  • Asset screen
  • Intent screen
03

Setter Call

Our in-house team calls fast, qualifies, and books.

  • Speed to lead
  • Verified fit
04

Pre-Call Video

A short video that introduces you and how you plan retirement.

  • Educates
  • Lifts show rate
05

Your Consultation

An informed retiree, on your calendar, ready to talk.

  • Exclusive
  • Confirmed

By the time they meet you, they understand how you help and know your name.

No pitching cold prospects. Just advising.

What we’ve tracked

A Few Numbers

~$200K

average investable assets per opportunity

3 to 4

meetings over 4 to 6 weeks to a decision

100%

of leads owned by you, even after we part ways

Illustrative examples across appointments we’ve tracked. Results vary significantly based on the advisor, sales process, and follow-up. We don’t promise a particular number of appointments, clients, or revenue.

What We Handle

Meta Advertising

Retirement campaigns on Facebook and Instagram, built and managed by our team.

Creative and Compliance

Hooks, scripts and ads written for retirees and pre-retirees, without the hype that gets accounts flagged.

Funnels

Landing pages built to screen for assets, age and intent before anyone reaches you.

Appointment Setting

In-house setters call every lead, qualify them, and book directly onto your calendar.

Pre-Call Video

Prospects learn who you are and how you plan retirement before the first conversation.

CRM and Follow-Up

A configured pipeline with confirmations and reminders, so fewer appointments slip.

Reviews

Hear From Our Clients

“A1Media exceeded all of my expectations. Closed my first annuity within a few weeks, two more are being funded, and a lot more in process so it is for real. I would definitely recommend them!”

DE

David Eisen

Verified Advisor
Aug 19, 2026

Insurance Advisor, Retirement Guard

“My experience with A1Media, Enzo and his team has been great. Enzo is constantly checking in, evaluating his systems, and the consistency of his leads. They have become a big time resource for my business and myself, from top of the line annuity leads to support from connecting me to other professionals in the business, to being there as a colleague to bounce ideas off of, and help find solutions to some of my daily challenges. It is a great feeling when you get a lead that is already interested in annuities and have an idea of what they are looking for. There is no more playing the word game, their advertisements are straight forward, accurate and catch people’s attention. The A1–Media team and system have been able to provide me with 5-10 quality appointments weekly, with a high show rate. I am excited to see what Enzo has lined up next that I can take advantage of to continue to grow in this profession.”

RP

Rick Prescott

Verified Advisor
Aug 7, 2026

Life / Annuities Broker, Forged Culture Financial

“I can’t recommend A1 and the team enough. It’s been a partnership I value and appreciate so greatly over the past year and a half. They think of things to help improve my business that I didn’t know existed nor have the time to mettle with. What’s most important is having consistent access to qualify clients to talk to you every day. I’m grateful to have found these guys and I’m holding on tight.”

LG

Lauren Garza

Verified Advisor
Aug 7, 2026

Life / Annuities broker, FFL

“The leads I receive from A1Media have been exactly the quality I was looking for. Very happy with the results.”

AW

Angie Welsh

Verified Advisor
Aug 6, 2026

Annuity Agent, My Annuity Agents

“A1Media is a great program to generate good clients that you could help all over the country”

KO

Kenneth Olshein

Verified Advisor
Aug 7, 2026

Retirement Planner, Stress Free Retirement

“Had a great experience and the leads worked.”

DB

Dino Berri

Verified Advisor
Sep 25, 2026

Wealth advisor, Oakridge Private wealth

Engagements

Two Ways To Work With Us

All pricing is custom to your markets, goals and capacity. Engagements start at $3,000.

Build-out

We build it. Your team runs it.

A complete acquisition system handed to your team, ready to operate.

  • Retirement ad campaigns
  • Qualifying funnel
  • Pre-call video
  • CRM pipeline and automations

Management

We build it and run it with you.

The full Consult Engine, operated and optimized by our team.

  • Everything in the build-out
  • Ongoing campaign management
  • In-house appointment setting
  • Reporting at every stage

Accountability

We Own The System. You Own The Room.

We own

  • Your ads and creative
  • The qualifying funnel
  • Speed to lead and setter qualification
  • Confirmations and reminders
  • The pre-call video

You own

  • Showing up prepared
  • Running a great consultation
  • Following up after the meeting

Our Commitment

If your management campaigns aren’t producing the appointment volume we agreed on, we keep optimizing at no additional management fee until they do.

Ad spend continues during that time. Specific terms are in your service agreement.

FAQ

Frequently Asked Questions

All of our pricing is custom. It depends on your markets, your goals, and the scope of work.

An engagement with A1Media starts at $3,000 and ranges up to $15,000. We'll give you exact pricing on your strategy call once we understand your practice.

We offer two types of engagements:

  • Build-out. We build your ad campaigns, qualifying funnel, pre-call video, and CRM pipeline, then hand the system to your team to run.
  • Management. We build the system and then run it with you, including campaign management, optimization, and appointment setting.

On your strategy call, we'll recommend the option that fits your capacity and goals.

Depending on your engagement, A1Media can build and run:

  • Retirement-focused Meta ad campaigns on Facebook and Instagram
  • Landing pages and funnels built to qualify retirees and pre-retirees
  • A pre-call video that introduces you and explains what to expect from the consultation
  • A CRM pipeline with automated confirmations, reminders, and follow-up
  • A setter team that calls, qualifies, and books prospects directly onto your calendar
  • Reporting so you can see what's working at every stage

Ad spend is separate from our fees. It's paid directly to the ad platforms from your own payment method, so you always see exactly where your budget goes.

We never exceed your approved ad budget without your sign-off.

We generate consumer demand directly through Meta advertising on Facebook and Instagram and through our retirement brand website. We don't buy data from third-party companies.

Prospects respond to retirement-focused advertising before entering our qualification and appointment-setting process. From there, prospects are followed up with, qualified, and scheduled directly onto your calendar.

You do. Every lead generated through your campaigns belongs to you, including after our engagement ends.

We don't sell, resell, or share your leads with other advisors or firms.

Our standard qualification criteria are:

  • Aged 55+
  • At least $200,000 in investable household assets
  • Actively planning for retirement
  • Understands why they're meeting with you
  • Scheduled for a 10+ minute phone or video conversation

We can tailor these criteria to your practice during onboarding.

Prospects know the conversation is about retirement planning before they're scheduled.

Prospects who book also receive a short pre-call video that introduces their advisor and explains what to expect from the meeting, so they show up informed instead of confused.

No, and you should be careful with anyone who does. What we commit to is the work: the campaigns, the qualification standard, and continued optimization until your management engagement hits the agreed appointment volume.

What happens in the consultation is yours.

On management engagements, if your campaigns aren't producing the appointment volume we agreed on, we keep working on them at no additional management fee until they do.

Your ad spend continues during that time, and the specific terms are spelled out in your service agreement.

As an illustrative example, the average opportunity has been around $200,000 in investable household assets, and prospects typically take 3 to 4 meetings over 4 to 6 weeks to reach a decision.

Illustrative examples across appointments we've tracked. Results vary significantly based on the advisor, sales process, and follow-up. We don't promise a particular number of appointments, clients, or revenue.

Absolutely. We're happy to connect qualified prospective clients with advisors currently working with A1Media so you can hear about their experience directly.

Ready For Inbound Prospects You Don’t Have to Chase?

Book a strategy call. We’ll map out what a build-out or management engagement looks like for your practice.

Booking a time on the calendar does not guarantee acceptance into our program or a spot on our calendar. Availability is limited and subject to qualification.

© 2026 A1Media. Results shown are illustrative examples and not a promise of future performance.