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First Annuity Source
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Introduction: First Annuity Source, founded in 2005, prides itself on being one of the premier appointment setting companies for financial advisors across the United States.
Today, 6 years later, appointment setters still arrive at the office early and work late, driven by a passion not often seen in todays world.
Lead generating companies come and go, and once-famous industry names have disappeared. Only one premier appointment setting company is still run by the men and women who recognize the importance of establishing personal relationships with each financial advisor or insurance agent they represent.
As a financial advisor, time is your most valuable asset. First Annuity Source not only understands that value; we built a business around it.
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Reviews
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Jared B.
Oct 23, 2012
I have been in the business for over 25 years, and I was looking for a source that can provide me with fresh prospects. This is the hardest part for me to do with my existing business. I do not want to simply rely on referrals, rather I want to continue growing. I have been with them for over 8 months now, and I have been averaging my normal closing ratio. My appointment setter has been averaging about 3 of 4 panning out, but I like the fact that I am able to dispute the one that didn't work out without being charged. Thanks and I look forward to another great year
Carolyn W.
Feb 12, 2013
I started using First Annuity Source 11 months ago, and they have added to my success in several ways. For one, my appointment setter strives for quality not quantity of the leads. The online account is extremely simple and user friendly, and the customer service has been exceptional. I would highly recommend First Annuity Source to anyone owner who is looking to grow their business.