People + Technology + Opportunity
The Operating Platform for Annuity Growth.
Build demand. Prepare producers. Book qualified conversations. Support cases. Measure what matters.
More Conversations
Qualified opportunities
Higher Placement Rates
With better preparation
Stronger Businesses
Built for what's next
Production Calculator
Model the Economics of Growth
See how lead flow, follow-up, sales readiness and case support can translate into modeled annuity production.
Production
$3.60M
Gross Commission
$252K
Investment
$22K
Modeled Profit
$230K
ROI
1053%
Scenario
Model
01
Lead flow & booking
AI Chatbot
Improves appointments
Adds +6.0 booked appointments / +$31K gross commission
- Effective booking rate
- 40%
- Booked appointments / qtr
- 48.0
02
Closing & execution
AI Sales Readiness
Supports more closed cases
Adds +2.4 modeled cases / +$84K gross commission
Case & Production + Compliance Support
Supports closing, execution, and compliance workflows
Adds +2.4 modeled cases / +$84K gross commission
- Effective close rate
- 15%
- Closed cases / qtr
- 7.2
03
Case economics
7% FIA street-level opportunity available through eligible contracting relationships. Agency compensation may be available at higher rates depending on structure and eligibility.
Explore Contracting Opportunities- Marketing fee / qtr
- $10,000
- Media spend / qtr
- $9,000
- Active technology / qtr
- $2,847
04 — Quarterly economics
Full TFC active.
New Production
$3,600,000
Modeled Profit
$230,153
Gross Commission
$252,000
Modeled Investment
$21,847
ROI
1053%
Revenue Multiple
11.5×
Illustrative business-planning tool only. Booking lifts, close-rate lifts, case sizes, production values, commissions, costs, profit and ROI are modeled assumptions and are not guarantees. Actual results vary.
Execution
Case & Production + Compliance Support
- Allocation support
- Case design
- Replacement analysis
- Illustrations
- Documentation workflow
- Submission support
- Compliance support
05 — Submit
Your Production Model
Save these assumptions and have TFC review the opportunity with you.
Review contracting, marketing capacity, technology stack, and implementation fit.
A strategic system for growth
From opportunity to impact
01
Lead
Generate qualified annuity opportunities.
02
Engage
Follow up, book, and connect.
03
Prepare
Build annuity sales proficiency.
04
Produce
Move qualified cases toward submission.
05
Support
From case design through placement.
06
Measure
Track what works.
Program economics
Built around submitted premium.
The first $500K in submitted premium is intended to establish the initial program economics. Production above that level creates additional upside.
Build Your Annuity Pipeline$10,000 / Quarter
Annuity Leads program fee
$3,000 / Month
Recommended ad spend — separate campaign media budget
From $199 / Month
AI Chatbot — usage-based plans available
Custom
AI Sales Readiness and Case & Production System
$500K Submitted Premium
Initial production goal — first 4–6 weeks.
$35,000 Gross Commission
Illustrative, at a 7% street-level commission.
Average appointment represents approximately $1M in retirement assets. Performance objectives are targets, not guarantees. Actual lead volume, submitted premium, issued premium, commissions, conversion rates, timing, and advertising performance vary.