Consumers Who Chose to Talk.
Beacon operates My Annuity Doctor — a consumer education platform. Visitors complete a multi-step educational intake, voluntarily book a 15-minute call, and that appointment lands on your calendar. Opt-in. Geo-routed. Never shared.
The traditional list model is broken. Here’s what we’re doing instead.
Shared & Resold Lists
Bought-list prospects get called by five agents before lunch. By the time you dial, they’re irritated. Your dollars go to the list seller, not your pipeline.
Outbound Friction
Cold dials require pitches, gatekeepers, and rapport-building from zero. Most agents lose 40+ hours a week on conversations that go nowhere.
No Opt-In, No Trust
Consumers know when they’re being targeted. Buying a list from a list-broker creates an inherently adversarial first call.
From consumer-initiated visit to your calendar.
Consumer Arrives
A consumer searches for annuity education, lands on My Annuity Doctor, and engages with our content — articles, calculators, or an AI-assisted conversation.
Educational Intake
They complete a 60-second multi-step questionnaire — annuity audit, guaranteed income check, or market-risk check — designed to teach, not sell.
Voluntary Booking
At the end, they’re offered a free 15-minute call with a licensed Annuity Doctor. No pressure, no pitch — they self-schedule on a calendar they choose.
Geo-Routed to You
The booking is routed to a Beacon-contracted producer based on geography, carrier licensing, and product fit — never shared with another agent.
Everything you need to show up prepared.
Geo-Matched Routing
Appointments route based on the producer’s licensed states and the consumer’s location. You only see appointments you can actually write.
Pre-Call Intake Summary
Every appointment includes the consumer’s intake answers — current product type, tenure, value range, stated concern, why-now context. You walk in informed.
Calendar Integration
Appointments land on your Google Calendar (Microsoft and external URLs supported). Consumer receives confirmation + reminder messages automatically.
No-Show Mitigation
Automated reminder messages to the consumer 24 hours and 1 hour before. Show rates run materially higher than industry average for opt-in appointments.
Ready to take calls from consumers who came to you?
Contract with Beacon and join the producer roster that receives My Annuity Doctor appointments.