Exclusive Appointments with Federal and State Employees
Who Is This For?
Agencies, IMOs, and Financial Firms. Whether you run an agency, oversee a downline as an IMO, or operate an independent firm, our done-for-you appointment-setting service connects you with motivated federal and state employees looking for help with retirement, insurance, and benefits. We deliver exclusive, pre-qualified appointments so your team can focus on closing—not calling lead lists.
How It Works
We handle everything from lead generation to calendar booking so your agents never waste time chasing. Our process is designed to deliver high-quality, high-intent prospects who are ready to talk when your team picks up the phone.
Start with a 100-appointment pilot to evaluate results. You get a dedicated point of contact, and we never interact directly with your agents—your relationships stay protected.
We tap into a proprietary database of over 6 million public employees using ads, email, and automation to find those actively seeking help with benefits, retirement, and insurance.
Multi-channel marketing drives motivated prospects to book directly on your calendar. Once we book the appointment into your system, it is removed from our database and never contacted again.
We provide discovery scripts to guide the conversation. Agents identify needs like retirement planning, income gaps, insurance, or Medicare.
Agents stay in full control of products and carriers—no downlines, no restrictions. They present solutions (annuities, AUM, life insurance) and close confidently.
After the pilot, we work with you to ramp up to your desired appointment volume—whether that’s 50 a week or 500 a week—within 1 to 3 months. Our systems, staff, and targeting adjust to support sustainable, high-quality growth at your pace.
About Our Appointments
Exclusive, High-Intent Appointments with public employees who are actively seeking advice
-
Questions about pension benefits, retirement timelines, and planning options
-
Guidance on retirement rollovers, investment choices, and maximizing retirement savings
-
Clarity on expected retirement income or how much longer to work
-
Education on guaranteed income options, Social Security, Medicare, and/or life insurance
We book appointments with Fully Vetted Prospects
Each appointment is set with someone ready for a one-on-one consultation—not generic leads. All meetings are booked by the employee themselves; no cold calling, no list-chasing.
Federal Employees
We specialize in connecting with FERS and CSRS employees seeking clarity on TSP rollovers, retirement timelines, and survivor benefits.
State Employees
We generate appointments with state workers who often have complex pension systems and limited retirement planning resources or know how.
Colleges & Universities
We connect with higher education staff navigating pension choices, optional retirement plans, and supplemental retirement savings options.
Police & Firefighters
These public safety employees have unique DROP and pension benefits—we help them navigate early retirement options and long-term income strategies.
City & County Employees
We target municipal workers across a range of departments—giving your agents access to a steady flow of high-intent local government prospects.
Union Members
We reach members of trade and labor unions who value trust and transparency when planning for retirement and insurance.
50-States Covered — Fully Compliant In All 50 states
Our Results By The Numbers
220,000+
Appointments Generated
$280,500,000+
Estimated Commissions Generated
5:1
ROI Average with potential to be higher
100%
Exclusive Appointments — Never shared, never resold
Why Choose Us
Built by financial professionals who understand the financial services space, our system delivers high-intent public employee appointments at scale. We believe in transparency and empowering agencies with the tools they need to grow—backed by volume, customization, compliance, and marketing that actually drives ROI.
50-State Compliance, Nationwide Reach
Serve clients confidently with a system designed to meet regulatory standards in all 50 states.
Plug-and-Play or Fully Custom
We integrate seamlessly with your CRM and workflow. Need something custom? We’ll build a white-labeled system that runs under your brand and control.
Largest Volume Provider in the Industry
Trusted by top IMOs, agencies, and firms—we generate more public employee appointments than anyone else. Our proven system connects you with high-intent prospects, fast.
Transparent, Predictable, Scalable
No hidden fees. No gimmicks. Just exclusive appointments, consistent delivery, and a scalable system that works—whether you’ve got 10 agents or 1,000.
Maximize ROI with Expert Marketing Support
We don’t just deliver appointments—we help you squeeze more value from every campaign. Our team can optimize internal marketing, revive aged leads, and improve your ROI overall.
Real-Time Tracking & Performance Reports
Stay in control with detailed analytics and live dashboards. Track every appointment and make data-backed decisions to grow your business faster.
Meet the team
Jamie Rossi
Managing Director
Jamie oversees day-to-day operations, ensures the seamless execution of campaigns, manages key relationships, and drives the vision and overall success of the company.
Luke Audsley
Marketing Director
Luke drives the marketing strategy, managing all the advertising campaigns to generate high-quality leads and appointments across all channels.
Justin Light
Operations Director
Justin brings clarity and coordination to our complex systems. He works to align tech, data, and process giving the rest of the team access to the data they need when they need it.
Myra May
Finance Director
Myra oversees all financial operations, from budgeting and reporting to day-to-day bookkeeping. She ensures accuracy, compliance, and strategic insight across the company’s finances.
Talia Harari
Legal Counsel
Talia provides legal oversight to ensure all operations remain compliant and within regulatory guidelines. She drafts and reviews contracts and supports internal policy development to mitigate legal risk.
Remote Team
Contractors
The Appointment Setter relies on a trusted network of U.S.-based independent contractors to support operations.
Empower Your Agents with High-Quality Federal and State Employee Appointments
Give your team the one thing they actually need—qualified appointments with people who are ready to talk. No chasing, no downlines, no wasted time.
When your calendar is full of serious prospects, everything changes.