Marketing Services — Preset Appointments
Stop cold-calling. We connect you with retirement-age prospects via scheduled virtual meetings — confirmed times, pre-qualified financials, and a reason to listen. No windshield time. No no-shows.
Most appointment-setting services deliver unqualified names — people who barely remember opting in, have no real assets to allocate, or simply agreed to get off the phone. The result is wasted time and a calendar full of no-shows.
Beacon's preset virtual appointment program pre-screens every prospect for retirement timeline, investable assets, and genuine interest in income planning. When you join the call, the prospect is expecting you and already understands the conversation topic. That changes everything.
And here's the best part: this is a production-based program, provided to our producers at no cost. We invest in your success because when you grow, we grow. No upfront fees, no monthly minimums — just qualified appointments on your calendar.
Our team identifies retirement-age homeowners in your target area using financial, demographic, and behavioral data.
Trained appointment setters contact prospects by phone. The conversation is educational — focused on retirement income planning, not sales.
Prospects who express interest are pre-qualified on age, timeline, and assets. Virtual appointments are confirmed with date, time, and a video meeting link.
You receive a complete prospect brief: name, age, financial snapshot, reason for interest, and a confirmed virtual meeting link. Log on and do what you do best.
I spent 15 years doing dinner seminars. The ROI was getting worse every year. Preset appointments cut my marketing spend in half and my close rate went up. I wish I'd switched five years ago.
Robert K., Independent Producer, Arizona
The prospect brief is the game-changer. Joining a virtual meeting already knowing the client's age, assets, and what triggered their interest — that changes the entire dynamic. I close more in the first meeting now.
Sarah M., Annuity Specialist, Ohio
Contract with Beacon and get access to our preset virtual appointment program — at no cost to you.
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