Transform $0 to $3M AUM in 6 months with AI-powered retirement planning. No marketing spend. No complex software. Just results.
Built by agents, for agents. No marketing budget required.
Our AI Strategy Agent qualifies clients in minutes with Retirement Strategy Analysis (RSA)
Host Income For Life workshops that generate 8+ qualified leads per event
2-meeting close process with Income For Life reports and commission tracking
Senior-friendly design meets cutting-edge AI for retirement planning
Get personalized risk analysis and income projections in seconds
Calculate guaranteed lifetime income with visual projections
Hybrid annuities with 3x long-term care benefits
Easy beneficiary management and inheritance protection
24/7 AI copilot answers all your retirement questions
Access to 13 A+ rated products from Corebridge, Athene, F&G, OneAmerica
4.9/5 from 200+ agents
"Hit $2.1M AUM in my first 5 months. The AI Strategy Agent qualifies clients faster than anything I've used."
"Workshop model is genius. I get 10+ qualified leads per event without spending a dime on marketing."
"Built a team of 12 agents in 8 months. The training system makes recruiting and onboarding effortless."