Frequently asked questions
Clear answers.
Before you apply.
The details behind the introduction matter. Start here, then review the full appointment standards.
Who is AMO designed for?
Licensed, carrier-appointed professionals who understand annuities, have an established sales and client-management process, and can serve new prospects without foundational training.
Are appointments exclusive?
Each appointment lead is assigned to one participating advisor or agency and is not resold by AMO to another practice. Consumers remain free to research or contact other providers independently.
How are assets checked?
Consumers report potentially available liquid investable assets, and that information is verbally reconfirmed. It is not independently audited. The $250,000 threshold is an acquisition criterion, not an annuity allocation recommendation.
How do consumers encounter my practice?
They first encounter RetireSavor education and screening. The participating advisor and firm are then introduced by name before the appointment.
Are the meetings virtual?
Zoom is the intended primary meeting format so both sides can speak face to face and the advisor can share their screen. Practical arrangements are confirmed during onboarding.
Do you serve all 50 states?
Nationwide service is the intention. Current availability and licensing alignment are confirmed during the partnership review before delivery begins.
How quickly are appointments delivered?
We aim to complete agreed delivery within 30 days. Coverage, prospect response, and practice availability affect timing. The timeframe is a target rather than a guarantee.
What happens if someone misses a meeting?
Attendance is recorded, and follow-up can help establish whether the meeting should be rescheduled. The written agreement defines the handling of missed, rescheduled, or disputed meetings.
Does an appointment guarantee a sale?
No. Consumer needs, your process, suitability, and the consumer’s own decision determine what follows. Screening does not establish product suitability.
What happens after I apply?
When online applications open, we review practice fit and service availability. Suitable applicants can schedule a conversation with Conor to review the process and partnership expectations.
A considered partnership
Your next stage of growth
starts with a conversation.
See whether your practice and our appointment process are a fit.