Exclusive annuity, IUL & retirement appointments — booked on your calendar.
A done-for-you system that puts qualified, exclusive appointments on your calendar with prospects who actually want to talk about annuities, IULs and retirement planning — without paying per shared lead.
Trusted by advisors across the US
What this is
A done-for-you machine that books exclusive appointments directly with you.
One complete system, installed in around 30 days, then running on autopilot — feeding your calendar with qualified annuity, IUL and retirement prospects week after week.
Exclusive & direct
Prospects book directly with you — never resold to other advisors, never handed off by a third party.
Annuity, IUL & retirement intent
Targeting and creative built around the products you actually sell — not generic 'insurance' leads.
Installed in ~30 days
We build, launch and optimise the system end to end, then keep it running on autopilot.
Where most advisors are stuck
You're probably doing one of these.
They all kind of work — but none of them give you a calendar you can count on, or economics that improve over time.
Paying per shared lead
Vendors mark leads up 5–10x what they cost — and sell that same person to 3–5 other advisors dialling at the same time.
Seminars & dinners
Expensive, time-consuming, plate-lickers — and you're stuck running the same thing every month just to keep the calendar full.
Relying on referrals
Unpredictable. Goes quiet for weeks at a time. Impossible to plan around when you actually want to grow.
Cold calling & door-knocking
Slow, low conversion, and every appointment costs hours of your week instead of hours of ad spend.
We replace all of the above with one owned system that books exclusive appointments directly with you — on tap.
The difference
Shared leads vs. your own system.
Most advisors are paying $50–$200 per lead — a 5–10x markup over what those leads actually cost the vendor — for the same prospect three other agents are calling. There's a better way.
Pay-per-lead vendors
Renting other people's leads
- Same lead sold to 3–5 advisors — you're racing the competition
- Marked up 5–10x over what the lead actually cost the vendor
- Cold, tire-kicker prospects with no idea who you are
- You're positioned as a commodity, not the expert they chose
- Stop paying and the pipeline dries up overnight
Blueprint Labs system
Owning your acquisition
- 100% exclusive appointments — yours only, never resold
- Prospects book directly with you, not a third party who hands them off
- Appointments come in at cost — economics get better at scale
- You're positioned as the expert before the call even starts
- An owned asset that compounds — system stays with you
How it works
How we book appointments for you.
One simple system, installed in around 30 days, then running on autopilot.
We install the system
Around 30 days to build and launch the entire appointment-booking machine — ads, page, calendar, follow-up — wired into your practice.
We turn on traffic
Targeted Meta ads find people in your area actively thinking about annuities, IULs or retirement — the kind of prospects who actually want to talk.
They book directly with you
Interested prospects book straight into your calendar. No third-party hand-off, no other advisor in the middle — they came to speak with you.
We optimise until it works
We tune the funnel and creative until per-appointment cost is dialled in and the calendar is filling with qualified prospects, not tire-kickers.
It runs on autopilot
Once dialled in, the machine keeps booking exclusive appointments week after week. You focus on closing — we keep it running.
See what this looks like for your practice.
What you get
What working with us actually delivers.
We're not a lead vendor. We install an owned appointment machine — exclusive, direct, predictable.
Exclusive appointments
Booked directly with you, 100% yours, never resold to another advisor.
Annuity, IUL & retirement intent
Built around the products you actually sell — not generic 'insurance' leads.
Live in around 30 days
We install the whole system end to end, then optimise it until the economics work.
Appointments at cost
No 5–10x markup. As we optimise, your per-appointment cost drops below what any lead vendor can offer.
You're the expert, not a commodity
Prospects show up warm — they've seen your message and chose to book with you specifically.
Runs on autopilot
Once dialled in, the machine keeps feeding your calendar week after week without you touching it.
FAQ
Questions, answered.
Let's talk
Ready to fill your calendar?
On the call we'll learn about your practice and the products you sell, then show you exactly what installing the appointment machine would look like — and what kind of numbers to expect.
- 1
Book a call
30-min discovery to learn about your practice, products and goals.
- 2
Tailored walkthrough
We map the appointment system specifically for your offer — what it'll look like, expected economics, timeline.
- 3
Live in ~30 days
If it's a fit, we install your appointment machine and start booking exclusive prospects on your calendar.
About the founder
Built by someone who understands your numbers.
Blueprint Labs is led by Siki, who spent the early part of his career in finance — Investment Banking at Barclays and a decade in real estate private equity at Brookfield and Apollo, closing over $5bn in deals — before moving into marketing and founding Blueprint Labs.
That mix matters for advisors. Commission structures, AUM economics, lifetime client value, the difference between a real prospect and a plate-licker — these are numbers Siki has lived with for years, not concepts he picked up from a marketing course.
Blueprint Labs is built specifically for advice-led businesses — by someone who actually understands the economics of what you sell.
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