Setters call every lead, on video
A SeatedX setter speaks to every prospect before they reach you and records the call on video. That confirms they qualify and sets them up to show. You get the recording for every appointment.
For annuity & retirement-income agents and advisors
Qualified annuity appointments, booked for you. Only pay when they’re seated.
Our setters call every lead and record the call on video to confirm they qualify. Our own software books them onto your calendar and keeps them reminded until they show. Your only job is to show up. $1,000 per seated appointment, and nothing if it isn’t seated.
- No dialling, no chasing, no CRM
- Every qualifying call recorded on video
- $1,000 flat per seated appointment
Your week
Illustrative
- TUE10:00 AM · Retirement income reviewRetired · Age 64 · 401(k) rolloverPLUS
- WED2:30 PM · Annuity conversationRetiring in 3 yrs · Age 59 · IRA + brokeragePREMIER
- THU11:00 AM · Retirement income reviewRetired · Age 68 · CDs + existing annuityCORE
- FRIOpen slotNext qualified prospect lands here
Seated = showed up and met the criteria. That’s the only thing you pay for.
- $250K+investable asset floor
- 55–75prospect age range
- $1,000flat, per seated appointment
- $0for appointments that aren’t seated
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What is SeatedX?
SeatedX is a pay-per-seated annuity appointment service for licensed annuity producers and retirement-income advisors. We book qualified retirement savers onto your calendar. Each one has $250K+ in investable or rollover assets, is aged 55–75, and is retired or within about 5 years of retiring. You pay a flat $1,000 only when the prospect shows up and qualifies. A SeatedX setter calls every lead and records the call on video, and you get the recording. Booking, reminders and tracking run on SeatedX’s own software, so your only job is to show up.
New to this? Read annuity leads vs annuity appointments.
Done for you
We do the work. You show up.
Our own software runs the calendar
SeatedX built and runs its own internal software for booking, reminders and tracking. It handles confirmations and follow-ups, and tracks every appointment from booking to show.
Your only job: show up
No dialling. No chasing. No CRM work. Open the meeting, have the conversation and do what you do best.
Annuity leads vs appointments
You’re paying for annuity leads. You wanted conversations.
Most lead vendors get paid the moment a form is filled in. Everything after that is your problem.
Hours spent dialling
Wrong numbers, voicemails and “I don’t remember filling that in.” Your best selling hours go on chasing people who never pick up.
Prospects who don’t qualify
Too little in savings, pension-only, or just browsing. You find out 20 minutes into the call, after you’ve already paid for the lead.
No-shows you still pay for
You block the time, prepare, and wait on an empty video call. The vendor still sends the invoice.
How it works
How booked annuity appointments work: three steps, and only the last one is yours
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1
We find them
Video ads and retirement-income education attract savers who ask to speak with a professional. They then answer a short qualification survey.
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2
We call, record and book
A setter calls every lead and records the call on video to confirm assets, age, timeline and intent. Our software books them into your calendar and sends reminders until the meeting.
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3
You show up
That’s your whole job. No dialling, chasing or CRM updates. You pay $1,000 only when the appointment is seated.
The definition
What counts as a seated appointment
An appointment is seated when the prospect shows up and meets every default qualification below. If either part is missing, it isn’t billable.
See it on a callCounts as seated
- $250K+ in investable or rollover assets. For example 401(k), 403(b), TSP, IRA, brokerage, CDs and savings, or an existing annuity.
- Aged 55–75.
- Retired, or within about 5 years of retiring.
- Considering a move within about 6 months, with genuine intent rather than just research.
- Shows up to the appointment.
Doesn’t count
- Prospect no-shows
- Under $250K in movable assets
- Pension-only or research-only
- Invalid information or outside your agreed criteria
Pricing
Annuity appointment pricing: one flat price at every asset level
The same price whether the household has $250K or $2M. You pay only when the appointment is seated.
Per seated appointment
$1,000
Flat across all three asset levels. $0 for no-shows and prospects who don’t qualify.
Book a callIncluded asset levels
- CORE$250K–$499K
- PLUS$500K–$999K
- PREMIER$1M+
Every appointment includes
- A setter call with the prospect, recorded on video, and you get the recording
- Booking, reminders and tracking on SeatedX software
- Prospects aged 55–75, retired or within ~5 years of retiring
- Exclusive to you, never shared or resold
The difference
SeatedX vs typical annuity lead vendors
| Feature | SeatedX | Typical lead vendor |
|---|---|---|
| What you pay for | Seated appointments, $1,000 flat | Leads and contact details |
| Who calls the lead | Our setters call every lead | You do |
| Proof of qualification | Setter call recorded on video | A form the prospect filled in |
| Before the meeting | You get the recording of the setter call | A name and a phone number |
| Booking, reminders, tracking | SeatedX’s own software | Your CRM, your time |
| Prospect no-shows | $0 | Usually still billed |
| Your job | Show up | Dial, chase, update the CRM, then sell |
Comparing your options? Read our guide: annuity leads vs annuity appointments.
From agents
What agents say
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FAQ
Annuity appointment FAQs
What exactly is a “seated” appointment?
A seated appointment is one where the prospect shows up and meets the qualification criteria: $250K+ in investable or rollover assets, aged 55–75, and retired or within about 5 years of retiring. You only pay for those.
How much do annuity appointments cost with SeatedX?
$1,000 per seated appointment, the same flat price for CORE ($250K–$499K), PLUS ($500K–$999K) and PREMIER ($1M+). No-shows and prospects who don’t qualify cost $0. There are no lead fees and no charge for appointments that aren’t seated.
What’s the difference between annuity leads and annuity appointments?
An annuity lead is contact information. You still have to call the prospect, qualify them and book the meeting. An annuity appointment has already been booked for you. With SeatedX, the prospect has also been called by a setter, qualified on a recorded video call and reminded to attend, and you only pay if they show up and qualify.
Are pay-per-show annuity appointments worth it?
It depends on your own close rate, case size and commission, and on how much your prospecting time is worth. Pay-per-show moves the cost of no-shows from you to the vendor. They tend to suit licensed producers who are actively writing annuities and can take appointments every week. You can test it with your own figures using the calculator on our how-it-works page.
How are SeatedX appointments qualified?
Prospects first answer a short qualification survey. A SeatedX setter then calls every lead and confirms on a video-recorded call that they have $250K+ in investable or rollover assets, are aged 55–75, are retired or within about 5 years of retiring, and genuinely intend to act. Anyone who fails the criteria isn’t booked onto your calendar as a billable appointment.
Are appointments exclusive to me?
Yes. Each appointment is assigned to one agent only. We don’t share it, resell it or send the same booking to another agent.
What happens if the prospect doesn’t show up?
You aren’t charged. A no-show isn’t a seated appointment, so you pay nothing for it. The prospect goes back to our team, who work to re-book them or arrange a replacement appointment as set out in your agreement.
What if the prospect shows up but doesn’t qualify?
If a prospect turns out not to meet the criteria (for example under $250K in movable assets, pension-only, research-only, or outside your agreed filters), the appointment isn’t billable. It’s reviewed by our quality team and routed for a replacement as set out in your agreement.
What do I actually have to do?
Show up. Our setters call and qualify every lead, recording each call on video, and our own software handles booking, reminders and tracking. You don’t dial, chase or update a CRM.
Can I watch the setter’s call before the meeting?
Yes. Every appointment comes with the video recording of the setter’s call with the prospect, so you can see exactly what they said and walk in prepared.
Where do the prospects come from?
From our own video ads and retirement-income education. Prospects ask to speak with a professional, then a SeatedX setter calls each one, records the call on video and confirms they qualify before booking.
Who is SeatedX for?
Licensed annuity and retirement-income agents and advisors who want more conversations with qualified retirement savers and less time prospecting. We’ll confirm fit, capacity and availability on your call.
Do you guarantee sales?
No. We qualify and seat the appointment; the conversation and the outcome are yours. Results vary from agent to agent.
Fill your calendar with seated annuity appointments
Book a short call. We’ll check you’re a fit, walk you through how we qualify and book prospects, and get you started at $1,000 per seated appointment.
- $1,000 flat across CORE, PLUS and PREMIER
- Hear how exclusivity, no-shows and replacements work
- Get your questions answered