His First Webinar Generated $160K in Annuities | AOA Advisor Case Study
Annuity Lead Hackers
53 views
Can financial advisors actually generate qualified annuity appointments through webinars?
Jamie joined the AOA System roughly two months before recording this case study. Coming from traditional lead buying and in-person seminars, he wanted to test a different approach to generating annuity opportunities.
Here’s what happened:
✅ First webinar: approximately $650 in ad spend
✅ Around 40 registrations
✅ 16 live attendees
✅ 2 appointments booked
✅ $160,000 in annuities written from one of those initial appointments
✅ Second webinar: approximately 70 registrations
✅ Around 25 live attendees
✅ 5 additional appointments booked
✅ Roughly $200 cost per booked appointment at the time of this interview
But Jamie’s biggest takeaway wasn’t simply the numbers.
It was learning how to sell the appointment, personally follow up, improve show rates, and consistently work the system.
In this conversation, Jamie shares:
• Why he moved away from relying exclusively on purchased leads and in-person seminars
• What surprised him about webinar-generated prospects
• Why he considers these prospects higher intent
• How he gets booked appointments to actually show up
• His experience with AOA coaching, office hours, tech support, and community
• Why he recommends starting small and scaling once you understand your numbers
• What he would tell another annuity producer considering the system
Want to see how the AOA System works?
👉 Register for our upcoming webinar:
https://aoasystem.com/webinar
AOA helps financial advisors and insurance professionals build webinar-driven client acquisition systems designed to generate retirement and annuity appointments.
Important: This video documents one advisor’s individual experience. Results are not guaranteed and will vary based on factors including market, advertising spend, execution, experience, follow-up, sales ability, and other circumstances. References to assets, appointments, production, advertising costs, or results are historical examples from this individual and should not be interpreted as a promise or guarantee of future results.
His First Webinar Generated $160K in Annuities | AOA Advisor Case Study
Annuity Lead Hackers
53 views
Can financial advisors actually generate qualified annuity appointments through webinars?
Jamie joined the AOA System roughly two months before recording this case study. Coming from traditional lead buying and in-person seminars, he wanted to test a different approach to generating annuity opportunities.
Here’s what happened:
✅ First webinar: approximately $650 in ad spend
✅ Around 40 registrations
✅ 16 live attendees
✅ 2 appointments booked
✅ $160,000 in annuities written from one of those initial appointments
✅ Second webinar: approximately 70 registrations
✅ Around 25 live attendees
✅ 5 additional appointments booked
✅ Roughly $200 cost per booked appointment at the time of this interview
But Jamie’s biggest takeaway wasn’t simply the numbers.
It was learning how to sell the appointment, personally follow up, improve show rates, and consistently work the system.
In this conversation, Jamie shares:
• Why he moved away from relying exclusively on purchased leads and in-person seminars
• What surprised him about webinar-generated prospects
• Why he considers these prospects higher intent
• How he gets booked appointments to actually show up
• His experience with AOA coaching, office hours, tech support, and community
• Why he recommends starting small and scaling once you understand your numbers
• What he would tell another annuity producer considering the system
Want to see how the AOA System works?
👉 Register for our upcoming webinar:
https://aoasystem.com/webinar
AOA helps financial advisors and insurance professionals build webinar-driven client acquisition systems designed to generate retirement and annuity appointments.
Important: This video documents one advisor’s individual experience. Results are not guaranteed and will vary based on factors including market, advertising spend, execution, experience, follow-up, sales ability, and other circumstances. References to assets, appointments, production, advertising costs, or results are historical examples from this individual and should not be interpreted as a promise or guarantee of future results.