The Only Practical Way to Get High-Value Retirement Clients
Launch proven Annuity & Retirement Planning Webinars in 3 steps that attract high-value qualified prospects, educate them, and fill your calendar.
Watch The Annuities on Autopilot Demo
If you're serious about growing your advisory business, you NEED to see this. Our software is like having a marketing team, webinars, CRM, and lead-gen powerhouse all in one. Watch the demo and see exactly how advisors uncover $2M–$10M+ in investable assets within their first 60 days.
Annuities on Autopilot is Used By
Generate Leads in 3 Steps
Quickly generate exclusive retirement leads with our simple, 3-step webinar process—no experience needed.
"I booked 11 appointments and uncovered $2M in assets in just 2 weeks."
Joshua Walker, Independent Advisor
Save on Marketing Costs
Cut out the middle man! Never use a lead generation company or pay for overpriced dinner seminars again. Get exclusive, high-quality leads at wholesale cost & save thousands of dollars in service fees.
"I closed $150K in annuities and uncovered $400K+ in pipeline by my second webinar."
David Evans, Evans Retirement Planning
Text & Email Nurture Campaigns
Increase your production with less effort. Annuities on Autopilot automatically follows up with your retirement leads before and after your webinars to increase show rates and book more calls.
“This system handles all my follow-up automatically. I just focus on the calls — everything else runs itself.”
David Torres, Think Big Legacy & Wealth
Latest Blog Posts
5 Tips to Streamline Your Sales Process and Close More Deals with AOA
Discover five practical ways annuity brokers can streamline their sales process, boost team efficiency, and close more deals using AOA’s CRM, automations, and communication tools — without adding more... ...more
Education
November 14, 2025•4 min read
The Freedom Shift: How AOA Helps You Lead Smarter, Not Harder
Most brokers think scaling means doing more—but real growth comes from leading smarter. This post shows how AOA helps annuity brokers reclaim their time, reduce chaos, and build freedom through automa... ...more
Sales
October 24, 2025•3 min read
The Mindset Shift That Helps Brokers Close More Deals
Top brokers don’t scale by doing more—they scale by focusing on what matters most. This post reveals the mindset shift that helps annuity brokers close more deals, reclaim their time, and let AOA’s au... ...more
Nurture
October 10, 2025•2 min read
