Lead Inbox
Every matched client appears in one queue with their stated intent and verified contact details. Review the ones you want to act on and dismiss the rest. Dismissed matches are not billed.
For licensed annuity professionals
Ready-to-meet clients matched to you.
AnnuityMatch matches you with households actively researching annuities and retirement income. You pay only when a meeting is booked. No subscription, no monthly platform fee.
Verified against NIPR · About 3 minutes · No subscription
Every Licensed Professional on AnnuityMatch is license-verified.
Checked against NIPR
Verification is automatic and encrypted. We confirm your license only. We never post, file, or transact with your regulator on your behalf.
From application to first match
Verified in about three minutes.
- 1
Create your account
Name, email, password. That's the whole form.
- 2
Verify your license
We check your NPN number against NIPR instantly. Encrypted end-to-end and read-only — we never post to your regulator.
- 3
Build your profile
Drop in your LinkedIn or résumé PDF. The system extracts your bio, credentials, and specializations for you to review. Profiles with a bio and firm details get 3× more matches.
- 4
Start receiving matched clients
Connect Calendly or Google Calendar. Once your availability is synced, matched clients begin appearing in your lead inbox.
No setup fee. No subscription. You're charged only when a match converts.
The professional dashboard
Tools for managing matched demand
Calendar sync
Connect Calendly or Google Calendar and the matching engine reads your real availability. With no open slots you are not matched, so you are never booked into a meeting you cannot take.
Wallet
A prepaid balance funded through Stripe, with an itemized ledger. Every charge is tied to the exact match it paid for, so spend is auditable at any time.
Disputes
If a matched lead does not meet the stated criteria, file a dispute within 48 hours. Approved disputes are credited back to your wallet balance.
AI profile enrichment
Upload a PDF and the system drafts your bio, credentials, and specializations for review. A more complete profile improves match rank and frequency.
Lead quality and matching
How matching and lead quality work
AnnuityMatch doesn't sell you a list. A consumer comes to us, tells us what they need, and verifies their phone number with a one-time code before they ever reach you. Our algorithm matches them to the professionals who actually fit — on specialization, location, and real calendar availability — and ranks on demonstrated outcomes and profile quality, not on who pays the most. So a household near retirement researching annuities reaches a professional who specializes in income planning and has open availability — not whoever bid highest.
no public bidding war, no race to the bottom on price or quality.
Built so the deal stays fair
How your money, data, and commitments are protected
48-hour dispute window
If a matched lead does not meet the stated criteria, you have 48 hours to file a dispute. Approved disputes are credited back to your wallet.
Encrypted PII vault
Consumer contact details and your license number are encrypted at rest and access-controlled. The platform retains only the data required to make and bill a match.
Read-only license verification
Verification only reads your record at NIPR. The platform never posts, files, or transacts with NIPR on your behalf.
No lock-in
There is no subscription, contract, or minimum spend. To pause, clear your calendar availability; with no open slots you receive no matches and no charges.
Pricing
You pay when it works.
That's the entire model.
No subscription. No setup fee. No charge for a profile or a match you dismiss. You pay the rate-card fee when a meeting is booked.
AnnuityMatch wallet activity
Under $250,000−$150
$250,000 – $1,000,000−$300
$1,000,000 – $5,000,000−$500
$5,000,000+−$800
PA, TN, WV capped at $25
NC capped at $50
IA, OH flat $250
VA, WI excluded
Charged only on results
From $150 to $800 per booked appointment, by investable assets.
Dismissed matches are not billed. Leads disputed successfully within 48 hours are refunded. You only ever pay for demand that reached you.
1,800+
Licensed Professionals
91%
Match-to-booking rate
<90s
Avg. time to first match
The households that reach me are already researching income, so the first call starts with a real planning conversation rather than qualification.
FAQ
Common questions before applying
Are these shared or recycled leads?
No. A matched client is routed to the professional who fit, not distributed to a list. The same consumer is not resold across a pool of professionals to see who closes first.
What does "qualified" actually mean?
The consumer came to us, described what they need, and verified their phone with a one-time code before reaching you. Intent is stated and the contact is real.
What happens if a match is not legitimate?
File a dispute within 48 hours. If approved, the charge refunds straight to your wallet, so you do not absorb the cost of an invalid match.
Is there a subscription or contract?
No. There is no subscription, no setup fee, no minimum, no contract. You are charged when a meeting is booked, at the rate on this page for that client.
What if I'm slow to respond, or get too busy?
Matching follows your real calendar. No open slots means no matches and no charges. Faster responses improve match rank, but a slow response is never charged a fee.
Do you contact or report to my regulator?
No. License verification is read-only against NIPR. The platform confirms your NPN number and does not post, file, or transact on your behalf.
How soon can I start receiving matches?
Verification takes about three minutes. Once your profile is live and your calendar is synced, matched clients typically appear within minutes.
Which lines does this cover?
AnnuityMatch matches on annuity and retirement-income intent, and matches reflect the specializations listed on your profile.
Apply once.
Get matched for years.
Join the Licensed Professionals on AnnuityMatch. About three minutes to verify. No subscription. You pay only when it works.
Verified against NIPR · About 3 minutes · No subscription