Are you currently licensed to sell annuities?

Pay-per-show annuity appointments are for agents who are already licensed and able to sell annuities now.

Yes, I sell annuities now No

Roughly how much annuity premium do you write monthly?

Approximate is fine. We use this to calibrate appointment volume to your current capacity and conversion rhythm.

Not currently writing annuities Under $50k/mo $50k–$150k/mo $150k–$500k/mo $500k+/mo

The first order is 5 showed appointments for $5,000 total. Is that within your current acquisition budget?

We are upfront so the economics are clear before the setup call.

Yes Possibly, depending on the setup No

How many annuity appointments are you looking for per month?

This helps us match volume to your real capacity rather than overload your calendar.

5 or fewer 6–10 11–20 21+ Not sure yet

What is the biggest obstacle to growing your annuity business right now?

Knowing the obstacle helps us focus the setup conversation on what will actually move the needle.

I’m not getting enough prospective clients My prospects aren’t a good fit for annuities Too many prospects miss their appointments Following up and booking appointments takes too much time I’m getting appointments, but struggling to close Something else

How soon would you want to start?

This helps us understand your timing.

Immediately Within 2 weeks Within 30 days Just researching

Can you offer annuities from more than one insurance carrier to clients in the states you serve?

Bedrock works with advisors who can consider multiple carrier options for their clients.

Yes, I can offer options from multiple carriers No, I’m limited to one carrier I’m not sure

One last step.

Add your contact details so we can discuss your appointment needs and whether Bedrock's program is a good fit.

First Name Last Name Email Address Phone

We use your details to review this application and contact you about Bedrock's annuity appointment program. Submitting does not create an obligation.

One last step.

Looks like a fit. Choose a time to talk.

Thanks. We’ll review your answers and reach out.