The best appointment system for licensed agents and advisors
Get booked appointments delivered to your calendar with individuals that have questions about their retirement or other financial planning options. Get opportunities ranging from IUL, Annuities, AUM, Life, Term, or LTC. Getting in front of prospective clients has never been easier.
Get appointments directly on your calendar
There are 2 major challenges for financial services professionals. The first is getting qualified appointments and the second is closing them. The Revenx Appointment system solves these problems by getting prospects employed in the Federal, State, University and K-12 Industries, directly on your calendar and providing you with expert training showing you exactly how to close them.
Perfect for advisors, agents and planners
The Revenx Appointment program currently services a wide-range of financial professionals from Financial Advisors, Financial Planners, Retirement Planners, and Life Insurance Agents. Experience a system designed to grow your client-base and get you in front of the right people.
Financial Advisors
Provide guidance on investments, savings, and overall financial planning.
Financial Planners
Help people with strategies for managing their finances and achieving long-term goals.
Retirement Planners
Assist with strategies for saving and investing to ensure financial security in prospects' later years.
Life Insurance Agents
Help clients choose policies to provide financial security for loved ones in case of loss.
The best source for appointments
Speak with prospects employed in the Federal, State, University and K-12 Industries, who have questions regarding their retirement planning and additional opportunities. These prospects are requesting to speak with an independent agent or advisors to get their questions answered and then educate them on the product that best helps them meet their financial and retirement goals.
We replace 100% of cancellations by the prospects.
Average assets of $150k-$250k in 403b, 457, 401k, TSP, etc.
IUL, Term, LTC, Annuity, AUM and more opportunities
Fill your calendar with booked appointments
Revenx gets you in front of people who have expressed interest in your services and have agreed to an actual appointment. This is miles ahead of cold-calling a list of name who may or may not be interested. Increase your efficiency and spend more time talking to people who need and want your services and who can be closed.
State Selection
We offer state specific and nationwide appointments.
Training System
Get exact training on how to be successful with these appointments.
Calendar Control
You're in control of your availability.
Dedicated Support
Each client is assigned a dedicated customer succes manager.
Master your appointments
The Revenx training will teach you how to succeed with preset financial services appointments. Give yourself the edge and get more closes with vital information, in-depth coaching, and more.
Video Library
Access to all 40 + training videos with many more coming.
Interactive Lessons
Explore interactive lessons that ensure you grasp the key concepts.
Weekly Mentor Call
Connect with mentors and other agents to discuss best-pratices.
Objection Handlings
Get access to an in-depth list of handlings for common objections.
Appointment options
Connecting with state, federal and higher-education employees allows you to offer tailored advice on a wide range of financial products, including unique retirement plans, Indexed Universal Life (IUL) insurance, Long-Term Care (LTC) insurance, Life Insurance, Annuities, and more. Understanding the unique financial needs of these employees positions you as a specialist, appealing to prospects seeking tailored advice.
State Government & Higher Education Employees
Employees of the State Government, Universities and Colleges within a state you've selected.
Federal Government Employees
Employees of the Federal Government, nationwide or within a state(s) you've selected.
Onboarding and appointment expectations
Once you sign up our customer success team will reach out to schedule your onboarding call. They will provide you access to our training platform, connect you to our scheduling system and make sure you are set up to start your appointment campaign.
First Appointments
Your appointments will come in within the first two weeks after your onboarding call.
Demographic Information
You will be speaking with people of all ages and various opportunities who have indicated they are interested in working with an independent agent or advisor regarding their financial future. Opportunities include but are not limited to, IUL, Rollovers, LTC, AUM, Life Insurance, etc.
Disclaimer Statement
Please understand that not all of the appointments will be 100% qualified prospects, however you will speak to qualified prospects, with an average closing rate of 10% - 40%.
Reviews from advisors, planners, and agents like you
Check out reviews from agents, advisors and planners who utilize the Revenx Appointment system.
Judy Chun
Chun Financial Services
Rich Osterhoudt
Symmetry Financial Group
Russell Houle
BFP
Bob Vowell
CL Wealth Services
Michael Kellough
Kellough Advisor
Jennifer Parkhurst
1st State Brokerage
Ian Lahde
Independent Advisor
Patrick Casey
Life Plan & Retirement
Alex Beckwith
Merrill Lynch
Rick Bates
Retirement Income Source
Stuart Hunsicker
Purpose Driven Financial
Mark Heinrich
GRF Capital
Pricing
We offer competitive pricing. Select from the three appointment options below to see specific pricing.
Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, whereas the State-Specified plan allows you to select specific states the federal employees reside in.
Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, where as the State-Specified plan allows you to select specific states the federal employees reside in.