Annuity appointments.Less chasing.More conversation.
Pre-qualified retirement households with $250,000+ in investable retirement savings. Our team speaks to them and books a video appointment into a slot you opened.
See how it works ↓$1,500 per appointment · Completed appointments and agent no-shows are billed.
No charge when you attend and the prospect doesn’t.
Illustrative appointment card
Your published slot
Date & time confirmed when booked
30 min · video · Google Meet
Contact details unlock after completion and charge.
Appointments, not a lead list
A booked video meeting, not a contact record you have to chase.
Qualified by a person
A Ringelo setter speaks to every prospect before they reach your calendar.
Your availability comes first
Appointments only fill slots you have published.
One appointment. One agent.
Your appointment is not shared or resold.
How it works
From interest to an appointment.
They ask for a review.
We run advertising to US retirement households with $250,000+ in investable retirement savings.
Our team speaks to them.
A Ringelo setter calls the prospect, qualifies them and answers their questions.
Your availability. Your slot.
Our setters book a slot you opened, up to about a week ahead, with a minimum notice window.
Sit down together.
Join a 30-minute Google Meet that Ringelo hosts and records.
Clear attendance terms.
$1,500 for a completed appointment or agent no-show. No charge if you attend and the prospect does not.
They ask for a review.
We run advertising to US retirement households with $250,000+ in investable retirement savings.
Our team speaks to them.
A Ringelo setter calls the prospect, qualifies them and answers their questions.
Your availability. Your slot.
Our setters book a slot you opened, up to about a week ahead, with a minimum notice window.
Sit down together.
Join a 30-minute Google Meet that Ringelo hosts and records.
Clear attendance terms.
$1,500 for a completed appointment or agent no-show. No charge if you attend and the prospect does not.
Annuity appointment pricing
A clear price. Clear terms.
$1,500
/ appointment · launch price
Per appointment held · agent no-show charges apply
If you attend and the prospect does not, you are not charged. That prospect returns to our setters for re-booking.
30-minute video appointments, exclusively assigned to one agent. Not shared or resold.
Only slots you publish can be booked. Weekly availability rules and date overrides stay in your control.
Fund your balance by wire or ACH. Each upcoming appointment reserves its cost. No cards.
You’re charged when
- 1You and the prospect both attend the meeting.
- 2You miss the appointment, whether or not the prospect attends.
If both parties are absent, the agent no-show charge still applies. A prospect who misses a meeting you attend goes back to our setters for re-booking, with no charge to you.
Use “Can’t make it” to release an appointment for reassignment. The opening funding commitment and applicable terms are confirmed before appointments are booked.
After the appointment
The conversation, kept in context.
The recording
Every appointment is recorded and available in your dashboard.
The transcript
A transcript of the appointment, alongside its recording.
Notes and a summary
Meeting notes and a written summary delivered after the appointment.
The setter’s conversation
The recording and qualification answers from our team’s conversation with the prospect before you met.
Contact details unlock on the appointment card once the appointment is complete and charged.
Built for established annuity producers
Is this the right fit?
A fit
- Licensed and contracted to sell annuities — able to write a policy today.
- Primarily writing fixed index annuities, or annuities alongside managed money / AUM.
- At least $1 million in annuity premium written in the last 12 months.
- Capacity to take appointments every week.
Not a fit yet
- Not yet licensed or contracted for annuities.
- Primarily selling other insurance products rather than annuities.
- Under $1 million in annuity premium over the last 12 months.
We confirm your production, capacity and availability during onboarding before getting started.
Frequently asked
Annuity appointments, explained.
Ringelo books video appointments with pre-qualified retirement prospects onto a licensed annuity agent's own calendar. We run the advertising, our own team calls and qualifies each prospect, and the appointment takes place on a video call Ringelo hosts and records. Appointments are exclusive to one agent, with attendance-based billing and agent no-show charges.
$1,500 per appointment at launch. Completed appointments and agent no-shows are charged, including when both parties are absent. If you attend and the prospect does not, you are not charged. The opening funding commitment and terms are confirmed before appointments are booked.
If you attend and the prospect does not, you are not charged. The prospect goes back to our setters to be contacted and re-booked. If you also miss the appointment, the agent no-show charge applies.
You are charged $1,500 if you miss the appointment, including when both you and the prospect are absent. You can use “Can’t make it” to release an appointment for reassignment; confirm the applicable terms before appointments are booked.
US retirement households who answered a questionnaire on our own advertising and asked for a free annuity review. The floor is $250,000 in investable retirement savings — anyone below it never reaches an agent's calendar. Qualification is not underwriting approval and not a promise of a sale.
You set your weekly availability and any date overrides in Ringelo. Our setters can only book slots you have opened, up to about a week ahead and with a minimum notice window. Nothing lands on your calendar that you did not publish, and you can release an appointment for reassignment if something comes up.
On a Google Meet that Ringelo hosts. You connect your Google account once so you can join as a co-host, and you get a calendar invite plus a Join button in your Ringelo dashboard.
Yes. Every appointment is recorded and transcribed, with meeting notes and a written summary in your dashboard afterwards — along with the recording and qualification answers from our own call with the prospect.
Once the appointment is complete and charged. The prospect's name and the appointment time are visible from the moment it's booked; the contact details unlock afterwards.
You fund a balance by wire or ACH before appointments are booked, and each upcoming appointment reserves its cost against that balance — so an appointment can never be booked against money that isn't there. Cards are not used on the annuity side.
Yes. Each appointment belongs to one agent. Prospects are not sold to several agents at once.
Complete the agent application at annuity.ringelo.com. Your production, capacity, availability and terms are confirmed before any appointment is booked.
Start with your application
Make room for your next appointment.
Complete the agent application on our annuity site. Production, capacity, availability, coverage and terms are confirmed before any appointment is booked.
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Ringelo is not an insurance carrier or a broker-dealer, and qualification is not a promise of a sale.