Annuity Pre-Set Appointments Program

Atlantic Financial has partnered with a direct marketing company to provide pre-set annuity presentations for our contracted agents.

Our partner, founded in 2005, prides itself on being the premier appointment setting company for financial advisors across the United States.

As a financial advisor, time is your most valuable asset. Our partner not only understands that value, they built a business around it.

As an appointment setting company, they understand the true value in a quality lead. Leads are generated by a 3rd party vendor with whom they've done business since their inception. Leads are generated in real-time directly to your appointment setter.

For State Availability and Pricing please input your information and one of our marketing consultants will contact you.