Prepared for National Brokers Group

The Verified Annuity EngineOne block price, everything included

Exclusive, verified annuity leads that book themselves onto your agents' calendars. No ad account for you to run, no media invoices, no per-appointment charges. Here is the number, what NBG makes on it, and how fast it goes live.

What it costs

One number, per 100-lead block.

We simplified this down to a single price. You pay for delivered leads, and everything it takes to produce them is already inside that price.

$2,000
Block retainer
The machine: creative built and replaced, campaign and media managed, funnel and CRM wired, nurture running, weekly reporting.
+
$50
Per delivered lead, x 100
The person: media, survey qualification, the $100k asset floor, phone verification, duplicate checks, delivered live into your CRM.
=
$7,000
Per 100-lead block
Everything included. Ad spend sits inside the price, so you never see a media bill and never manage an ad account.
$70 per lead, all in

Exclusive to your bench and never resold. Compare that to the going rate elsewhere of roughly $400 for a phone-qualified annuity lead that is sold to several advisors at once and still is not a booked meeting.

Ad spend inside the price Creative built and replaced $100k asset floor Phone verified Self-booked meetings Calls transcribed and analyzed Weekly reporting No setup fee

No per-appointment charge and no back-end billing. The block price is the whole price.

What it means for NBG

Where the money is made at every level.

You asked what a lead costs you and what you sell it to your guys for. That is the whole model, so here it is in one view.

NBG pays
$70

Per exclusive, verified, self-booked lead. One number, no variable back end, so the cost of a block is known before it starts.

NBG resells at
$100 to $125

Our recommended band to your agencies. High enough to hold real corporate margin, low enough that the agent math still works and adoption does not stall.

NBG keeps
$30 to $55

Per lead on the lead line alone, before a single case closes. Overrides on closed annuity business sit entirely on top of this.

Volume per month Leads NBG pays VRA Resale at $100 Resale at $125 NBG lead-line margin
1 block100$7,000$10,000$12,500$3,000 to $5,500
3 blocks300$21,000$30,000$37,500$9,000 to $16,500
5 blocks500$35,000$50,000$62,500$15,000 to $27,500

Lead-line margin is arithmetic on the two prices, not a projection of anything. It happens before any case closes. Override points on closed annuity business are additional and are not counted here.

What you are buying

Every figure below is from live client campaigns.

Pulled from our tracking database, current as of August 2026. We ran this system at cost, through $20,000+ in live ad spend, before ever taking margin.

728
Qualified leads delivered
Every one survey-screened and phone-verified before an agent sees them.
278
Appointments booked
Booked by the lead, on the agent's own calendar, at a time they chose.
439
Sales calls recorded and analyzed
Transcribed and scored, so your agents get objection and script insight, not just leads.
33%
Of delivered leads book themselves
Measured across our most recent 282-lead cohort, with no phone chasing required to get the booking.
$1M+
Annuity premium closed from one 5-advisor cohort
Closes of $500K, $300K and roughly $200K, plus a $193K case signing from the current batch.
$9.02M
Investable assets surfaced in a single 104-lead flight
27 leads disclosed full financials. Median household: $212K investable, age 66.

Counts are cumulative across active client campaigns. Cohort figures are labeled with the cohort they came from. Nothing here is modeled or projected.

How fast we start

Live inside seven days of a yes.

The engine is built and running today. Nothing here is a build project, so there is no ramp to wait through.

Day 1 · You

Kickoff

One call for logistics and payment, and the bench list of which agents are taking meetings.

Days 2 to 4 · Us

We wire it up

Onboarding on GoHighLevel, routing and calendars per agent, tracking and reporting live.

Days 5 to 7 · Live

Ads on, leads flowing

First appointments landing on your agents' calendars inside the first week.

After launch, adding an agent takes a day, not a cycle.

New agents onboard as fast as they submit their information, and leads start routing to them within 24 hours. Scaling from one block to five is a volume decision, not another build.

Client successes

Wins on the board, right now.

A rolling snapshot from the advisors and firms running on the system. First names only, and client details withheld for privacy.

Closed + in closing
$2M+
Client assets closed or actively closing
A retirement planning firm running fully on our system has moved over $2 million in client assets to closed or actively in the closing process.
V
Partner firm
Retirement planning firm
Closed
$500K
Annuity premium closed
Paul wrote a $500K annuity case from appointments delivered in a single 5-advisor cohort.
P
Paul
Independent advisor
Closed
$300K
Annuity premium closed
David closed a $300K annuity case from delivered appointments in that same cohort.
D
David
Independent advisor
Closed
$200K
Annuity premium closed
Roughly $200K in annuity premium closed from his delivered appointments, with four more prospects actively in his closing process at last report.
C
Cornell
Independent advisor
Third meetings
$800K
Premium in play, same batch of leads
23 first appointments for a second advisor on the same batch, so it was not one lucky run. Three households at third-meeting stage, two more in second meetings, the largest a $500K case.
P
Phil
Independent advisor
On tape
$6.29M
That prospects said they intend to move
Read line by line out of 67,340 words of recorded discovery calls across one firm's pipeline. Not balances and not our estimate: money the prospect named out loud as what they plan to deploy.
V
Partner firm
Two flights of delivered leads

One block, one advisor, ten days

What a single block looked like in practice.

70
leads delivered
22
first appointments
31%
booked themselves
$1.19M
premium in play
$30,000
Commission closed by that advisor, from one block Against a $7,000 block, before the three third appointments still in his pipeline pay out. His largest open case could reach $500K in premium.
"I have 1 sale lined up so far from the last batch. It will be $193k premium. I also have 3 third appointments scheduled that may result in additional sales. Two of them are in the mid $200k range and the one next month could be as much as $500k." The advisor, by email, on his first block of leads

Delivery ran July 29 to August 7. The lead and appointment counts are ours; everything downstream of the first meeting is his. A second advisor on the same batch produced 23 first appointments and $800K in play, which is why we show both.

Pick a start date and a block count.

That is the entire decision. The engine is built, the price is one number, and the first block can be live inside a week of a yes.

Book a call with us

Live numbers, not slides. If it is not a fit, we will tell you that too.