Compound Scale · Insurance & Annuity Producers

Fill your calendar with annuity appointments you actually own.

Start pooled from $2,000/mo all in, or run your own dedicated campaign, fed by education-first funnels. No shared leads, no salesman act, no markup on your spend.

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Manage assets instead? Switch to the wealth side.

$100 to $150
Per booked appointment
70 to 75%
Show rate
365 DAYS
Proprietary tracking
100%
Of leads yours alone
Our system's proven numbers from the retirement side. Annuity funnels run the same engine. Individual results vary.
The education wedge

Every other annuity pitch starts with a salesman. Yours starts with a teacher.

Consumers researching annuities get ambushed: shared internet leads, pushy calls, the same pitch from five different agents. Nobody leads with education. That's the opening.

Our consumer brand, Annuities Explained, teaches first. Prospects work through plain-English education, profile what they're actually looking for, and then connect to you. They arrive pre-qualified, with their quiz profile and the exact product spread they explored in hand.

The system behind it was built by an advisor who handed agencies $250,000 for results nobody could measure, then spent $165,000 building the machine he wished existed. NAIC and state-regulation aware, education-first, and every lead is yours alone.

The Founder · Compound Scale
2
Ways in: pooled entry or your own dedicated campaign
3
Things each lead arrives with: profile, product spread, timing
100%
Of leads and booked calls yours alone
Pricing

Two ways in. Every lead yours alone.

$2,000/MO ALL IN

Pooled entry from $2,000/mo all in: a $1,000 pool retainer plus $1,000, $1,500, or $2,000 in ad spend. You own every lead and every booked call, and the tracking engine stays in-house working for you.

Month to monthNo setup feeNo media buying feeEvery lead yours

The lowest-cost start. Pooled producers share ad spend with no media buying fee, so the pool does better together. Ad platforms give their best delivery to campaigns spending about $100 a day or more, and the pool clears that bar from day one.

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$2,000/MO

Dedicated campaign: flat retainer, plus your ad spend at cost. Above $2,000 in monthly ad spend, your campaign is dedicated. Every lead and every booked call is yours alone.

Month to monthNo setup feeUnlimited ad spendYou own everything

Choose your own ad spend, starting at $1,000 per month. Most producers start around $3,000. We never mark up your media.

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Sign up, pay, and answer one setup questionnaire. We build, you approve, you're live. A call is optional at every step.

The annuity math

Run your own numbers

A hypothetical model, every assumption editable. We use $125 per booked appointment and a 72% show rate, our system's proven numbers from the retirement side.

24
Booked appointments / mo
17
Held meetings / mo (72%)
3.5
New clients / mo
$250,000
Annuity premium / client
$15,000
Commission / client
$5,000
Total monthly cost (retainer + spend)
$51,840
Est. monthly commission
10.4x
Return per dollar in

Hypothetical illustration only, not a projection or a guarantee. Annuity funnels are new: appointment cost and show rate come from the retirement side of our system. Commissions vary by product, carrier, term, and state; fixed index annuities typically pay 4 to 8%, other products less, so we model a 6% blend. Adjust every input to your book.

Want the annuity walkthrough by email?
How the education funnel works, what a lead looks like, and what the first 30 days deliver.
Questions

Asked and answered

How is this different from buying annuity leads?
Lead vendors sell the same name to five agents and wish you luck. Here, prospects are educated by Annuities Explained first, profile what they want, and book with you alone. You own the lead, the data, and the retargeting audience.
Do you have annuity-specific results?
Straight answer: the annuity funnels are new. The numbers you see here are our system's proven results from the retirement side, and the annuity track runs the same engine. We'd rather tell you that plainly than invent case studies.
What does the $2,000 cover?
Everything in the engine: your dedicated campaign, the education funnels, proprietary tracking you own, nurture, no-show recovery, CRM and reporting. Ad spend is separate, billed at cost with zero markup.
Is it compliant?
Built NAIC and state-regulation aware, education-first, with disclosures baked into every ad, page, and email. B2B only: we make no consumer product claims, and nothing runs until you approve it.
Can this market IUL and life insurance, or just annuities?
The annuity track is built for the full protection book: annuities, IUL, and life. Your campaign gets its own dedicated creative and its own value proposition, not a retirement pitch with an annuity label on it.
How do you keep unqualified prospects off my calendar?
Gating. Campaigns filter on the liquid-asset floor you set, and prospects profile themselves through the education funnel before they can ever book. You spend your time on people who can actually move, not tire kickers.
How many appointments will my spend produce?
Our system's proven cost from the retirement side is $100 to $150 per booked appointment, and the annuity track runs the same engine. Real monthly ranges so far: $1,000 in ad spend books 7 to 12 appointments, $2,000 books 17 to 25, and $3,000 books 22 to 37, spanning our worst month to our best. Run your own assumptions in the calculator above.
Can I pause instead of canceling?
Yes. Pause the campaign whenever you need to, and pick it back up when you are ready. Month to month means the system serves your calendar, not the other way around.
Ready when you are

Stop buying leads. Start owning them.

Sign up online in minutes, or talk to us first. Either way, you'll know exactly what every dollar is doing.

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Compound Scale is a marketing consultancy for financial professionals. We do not provide investment advice, manage assets, or make recommendations. All marketing systems are client-approved for compliance. Any references to growth reflect marketing outcomes only. Results vary by market and month. CompoundScale, LLC 2026. All rights reserved.

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