The offer
Many of the federal employees we talk with are ready to meet a specialist. We would rather send every live lead and booked appointment to one firm we trust than spread them around.
Volume starts modest and grows over time. For now, compensation is simple: pay per lead or appointment as they come in. As volume increases, we revisit the structure together. The goal is to become the engine behind your appointment calendar.
How it works
A short path from introduction to booked conversations with federal employees.
We talk
You tell us about your firm, your federal retirement focus, and the appointments you want.
We align on exclusivity
We choose one firm as the exclusive partner for our leads and booked appointments.
You receive appointments
Pre-qualified federal-employee appointments and live leads come to you. You pay only for what is delivered.
What a firm gets
Built for financial firms, advisors, and agencies that want booked appointments with federal employees near retirement.
Exclusive partnership
One firm only. We do not farm the same appointments out to multiple partners.
Pre-qualified federal employees
Conversations with people who are already planning retirement and asking for specialist help.
Pay per lead or appointment
Simple pricing as volume starts. We adjust together if demand grows.
Start a conversation
If your firm specializes in federal retirement planning, we would like to talk.