Bedrock Business Solutions Apply

Annuity Appointments
that actually show up.

Pre-qualified appointments, called by our setter team, booked into your calendar. You only pay when the appointment happens.

See if your market is available See the process
THE BEDROCK STANDARD 3 CHECKPOINTS
  1. 01
    QualifiedRight market. Right criteria.
  2. 02
    ConfirmedReal interest. Human-verified.
  3. 03
    On your calendarA meeting with an annuity prospect.

You pay only
when they show.

How it works

Only qualified annuity appointments reach your calendar.

  1. 01

    Generate real interest

    Prospects enter through retirement-planning education and targeted outreach.

  2. 02

    Screen for fit

    We check the agreed geography, age, investable assets, and planning intent before an appointment moves forward.

  3. 03

    Speak with every prospect

    A human setter verifies their information, explains the purpose of the meeting, and confirms genuine interest.

  4. 04

    Book directly to your calendar

    You receive the appointment details and useful context in the workflow you already use.

  5. 05

    Count the conversations that happen

    A qualified appointment becomes billable only after the prospect attends.

Clear standards

What counts as a qualified appointment

A showed appointment counts when

  • The prospect attends the scheduled conversation
  • They are in a market you approved
  • They match the agreed age and asset criteria
  • A Bedrock setter spoke with and confirmed them
  • They understand it is an annuity-related conversation

You are not charged for

  • No-shows or cancellations before the meeting
  • Duplicate or previously delivered contacts
  • Prospects outside approved states
  • Invalid contact details
  • People outside the agreed qualification filters

Simple pay-per-show pricing

One clear price.
No retainer.

Per qualified showed appointment $1,000

No-shows do not count or incur a charge.

Starting order 5 showed appointments

$5,000 total commitment

Planning calculator

Pressure-test the economics before you scale.

Use your own assumptions. This is a planning tool—not a promise of results.

Bedrock cost per showed appointment$1,000
Projected monthly gross commission $30,000
Estimated cases / month2.0Monthly appointment spend$10,000Projected return after appointment cost$20,000
Illustrative only. Actual results depend on suitability, products, market conditions, your sales process, client fit, and effort.

A better foundation

Replace activity metrics with accountable conversations.

Traditional lead buying

Pay first. Chase later.

  • Shared names sold to multiple advisors
  • Hours spent dialing unresponsive prospects
  • Retainers disconnected from attendance
  • Qualification happens on your time
The Bedrock model

Confirm first. Pay for the show.

  • Exclusive appointments for your practice
  • Human-confirmed before calendar delivery
  • Spend tied to attended conversations
  • Qualification happens before your meeting

Is your practice ready?

Start with fit, not a contract.

Answer a few quick questions about your annuity business, appointment goals, and timing.

Start the questionnaire

About a minute. No obligation.

Straight answers

What advisors usually ask first.

What counts as a showed appointment?

A prospect must attend the scheduled meeting and match the state, age, asset, and intent filters agreed to before launch. Those standards should be written down before the first appointment is delivered.

Do I pay for no-shows?

No. A prospect who does not attend is not counted as a showed appointment.

Are appointments exclusive?

Yes. Each appointment is delivered to one advisor or practice and is not resold as a shared lead.

Who books the appointment?

Bedrock's setter team speaks with the prospect, verifies the agreed qualification points, explains the meeting, and books it to your calendar.

Are sales guaranteed?

No. Bedrock is accountable for delivering appointments that meet the agreed standard and attend. Advice, suitability, recommendations, and sales outcomes remain with the licensed advisor.

How much does the program cost?

Each qualified showed appointment is $1,000. The minimum starting order is five showed appointments, for a total initial commitment of $5,000. No-shows do not count.

Why start with five showed appointments?

Five creates enough volume to evaluate the process without forcing a long commitment. The $5,000 starting order gives both sides useful feedback on market fit, calendar flow, and appointment quality.

Build on bedrock

More qualified conversations.
Less chasing.

Start the questionnaire