Fill Your CalendarWith Qualified Retirees
Speak With Wealthy Retirees Who Want Your Advice.Over 300 Exclusive Appointments Booked Every Month.
This week’s calendar
Margaret R., 64
$420K in 401(k) · watched pre-call video
Dennis and Carol T., 67
$610K across CDs and IRA · wants an income plan
James H., 59
$280K rollover · setter qualified
Avg. investable assets per opportunity
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.
Retirement Ads
Compliant, retirement-focused creative on Meta, built under your brand.
- 55+
- $200K+ assets
Qualifying Funnel
Prospects self-select before they ever give a phone number.
- Asset screen
- Intent screen
Setter Call
Our in-house team calls fast, qualifies, and books.
- Speed to lead
- Verified fit
Pre-Call Video
A short video that introduces you and how you plan retirement.
- Educates
- Lifts show rate
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!”
David Eisen
Verified AdvisorInsurance 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.”
Rick Prescott
Verified AdvisorLife / 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.”
Lauren Garza
Verified AdvisorLife / Annuities broker, FFL
“The leads I receive from A1Media have been exactly the quality I was looking for. Very happy with the results.”
Angie Welsh
Verified AdvisorAnnuity Agent, My Annuity Agents
“A1Media is a great program to generate good clients that you could help all over the country”
Kenneth Olshein
Verified AdvisorRetirement Planner, Stress Free Retirement
“Had a great experience and the leads worked.”
Dino Berri
Verified AdvisorWealth 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.