Your 15-minute fit call

Watch this first. Then pick a time.

Eight minutes on exactly how the system fills your calendar with qualified pre-retirees — and what the fit call does and doesn't cover.

Billy, founder — 8 minutes, no pitch deck.

Pick a time

We'll hold your territory while we talk.

Fifteen minutes, straight answers both ways. If the fit's real and your market is open, you'll leave the call knowing exactly what the program is, what it costs, and what's guaranteed in writing.

Whether your territory is open — one planner per 25-mile market
How live phone qualification and double confirmation work for your practice
The three guarantees, and what happens across your first 90 days
Terms, plainly and in full — before you decide anything

Not for captive or wirehouse advisors, or practices under $500k in annual revenue — we'll say so on the call rather than waste your time.

Choose your fit call15 MIN · GOOGLE MEET

In writing

Three guarantees. No asterisks.

Closing is your craft. Filling the chair across from you is ours — and we put it in the agreement.

First sitdown in 14 days

The clock starts the day compliance approves your campaigns.

45 sitdowns in 90 days — or we work free

Fifteen a month on average, or we continue at our own expense.

Below the bracket costs nothing

Unbilled and replaced. Quality stays on us, permanently.

One planner per market

Your territory only gets sold once.

Fifteen minutes tells you whether it's open and whether the fit is real. Straight answers, both ways.

Pick Your Time