Exclusive, real-time annuity cases from people actively seeking guaranteed retirement income and principal protection — fixed indexed, MYGA, immediate income, and 401(k)/IRA rollover intent. Whether you write solo or run a team, every case is delivered to one agent by territory.
No contracts. No minimums. No setup fees.
Every case is delivered to one agent only. No sharing, no competing. When your agent calls, they're the first and only voice the prospect hears.
Cases delivered within minutes of the prospect submitting their information. They just requested annuity info — they're expecting a call right now.
Every case comes from the territory you work. Solo agents stay local; agencies assign cases to the agent who covers each territory, so they can meet in person or call locally.
Whether you're a solo agent building your book or an agency keeping a team of producers busy, a steady flow of exclusive retirement-money cases keeps the calendar full and the contracts coming.
Intent-driven + exclusive + real-time = the prospect picks up the phone. You spend time presenting illustrations, not chasing dead numbers.
Annuity cases come from savers with real retirement money to move. Filter on investable assets so you talk to prospects who can fund six-figure contracts.
Start with 10 cases a week as a solo agent. Scale to 500 across a full team. Add volume whenever you're ready — no long-term contracts, no minimums.
Stop wondering where the next case comes from. A steady stream of exclusive cases means you — or every agent on your team — always has someone to call.
| Feature | Annuity Scale | Shared Case Aggregators | Telemarketed Cases | Aged Data / Case Lists |
|---|---|---|---|---|
| Case Exclusivity | 100% Exclusive | Sold to 3-5 agents | Sold to 3-8 agents | Sold to 10+ agents |
| Case Source | Inbound intent forms | Mixed / Unknown | Cold calls / robocalls | Recycled databases |
| Case Freshness | Real-time (minutes) | Same day | 1-7 days | 30-180 days old |
| Contact Rate | 40-60% | 15-25% | 10-20% | 5-10% |
| Asset / Product Filtering | Investable assets + product intent | Rarely | None | None |
| Geo-Targeting | By territory | By state | By state | Limited |
| Prospect Intent | Actively requested info | Varies | Interrupted / cold | Unknown / stale |
| Contracts Required | None | Sometimes | Sometimes | None |
People aged 55-72 who want market-linked growth with zero downside — principal protection plus guaranteed lifetime income riders. Your highest-commission product, funded from real retirement savings.
Savers aged 55-75 tired of low CD rates and market risk, looking for a safe, guaranteed multi-year rate. Simple to present, easy to close, and a natural first annuity for cautious prospects.
Retirees who want to turn a lump sum into guaranteed lifetime income starting now. High-intent, clear need, and a straightforward conversation about monthly paychecks for life.
Pre-retirees and retirees ready to move 401(k) or IRA savings out of market risk and into a protected annuity. Large balances, real urgency, and premium worth writing.
Everything you need to call, present, and close — no missing data, no incomplete records.
First and last name of the person who requested information about annuities and retirement income.
Direct phone number — confirmed reachable. The prospect is expecting a call.
For follow-up sequences, sending illustrations, and scheduling follow-ups.
Know exactly what product and income timeline to present before you pick up the phone.
Pre-qualify retirement savings and premium size before the first conversation.
Assigned to the territory you work. Solo agents stay local; agencies assign by location automatically.
What case types (FIA, MYGA, income, rollover, or a mix), what minimum investable assets, whether it's just you or a full team, and what territory you cover. We build your pipeline around how you sell.
Real people see our ads, express interest in guaranteed retirement income, and fill out a form. We verify the info and deliver the case to you — or the right agent on your team — in real-time.
Fresh, exclusive cases hit your pipeline. Call, present illustrations, and write contracts. We handle case flow — you handle production.
Fly solo or run a floor of producers — Annuity Scale fits either way. Same exclusive cases, delivered to match the way you work.
No team, no in-house marketing, no ad budget to manage. Just a steady flow of exclusive, in-market prospects so you always have someone to call and a full pipeline.
Route cases by territory, match case type to each agent's skill level, and keep every producer's calendar full. New recruits get cases their first week instead of quitting to silence.
Simpler MYGA and income cases for newer agents learning to present. FIA and large-rollover cases for experienced closers chasing bigger premium. Right case, right agent.
One agent this month, five the next — we ramp your case volume to match. No contracts lock you in, no minimums hold you back.
Half the annuity vendors we'd been using were selling 6-month-old data with disconnected numbers and no idea whether the person had a dollar to move. Annuity Scale cases come in same-day, the prospect actually remembers requesting the info, and the asset filter means my agents aren't wasting dials on tire-kickers. Our written premium is up roughly 3x on the same headcount.
Appointment-set rate is the only metric I track for my team. We sit at 38-42% set rate on these cases. With the old shared aggregator we were at 12-15% and most of the rest had already been called by three other agents. Same callers, same scripts, completely different conversation.
I write fixed indexed annuities almost exclusively and I want prospects with real rollover money, not people kicking the tires on a $5k CD. Annuity Scale is the first source that lets me filter to FIA-intent cases with $250k+ in investable assets. My average case runs about $180k and my close rate sits north of 30% on first-appointment sits. The math works.
Apply for a test batch — first cases delivered within 48 hours. Tell us how you sell (solo or a full team), what annuity products you write, your investable-asset minimum, and the areas you cover. We'll set up a sample so you can see the quality before committing.
Apply for a Test Batch →