The best appointment system for licensed agents and advisors

Get booked appointments delivered to your calendar with individuals that have questions about their retirement or other financial planning options. Get opportunities ranging from IUL, Annuities, AUM, Life, Term, or LTC. Getting in front of prospective clients has never been easier.

Who This Program is For

Perfect for advisors, agents and planners

The Revenx Appointment program currently services a wide-range of financial professionals from Financial Advisors, Financial Planners, Retirement Planners, and Life Insurance Agents. Experience a system designed to grow your client-base and get you in front of the right people.

Financial Advisors

Provide guidance on investments, savings, and overall financial planning.

Financial Planners

Help people with strategies for managing their finances and achieving long-term goals.

Retirement Planners

Assist with strategies for saving and investing to ensure financial security in prospects' later years.

Life Insurance Agents

Help clients choose policies to provide financial security for loved ones in case of loss.

About The Service

The best source for appointments

Speak with prospects employed in the Federal, State, University and K-12 Industries, who have questions regarding their retirement planning and additional opportunities. These prospects are requesting to speak with an independent agent or advisors to get their questions answered and then educate them on the product that best helps them meet their financial and retirement goals.

We replace 100% of cancellations by the prospects.

Average assets of $150k-$250k in 403b, 457, 401k, TSP, etc.

 IUL, Term, LTC, Annuity, AUM and more opportunities

Why Choose Us

Fill your calendar with booked appointments

Revenx gets you in front of people who have expressed interest in your services and have agreed to an actual appointment. This is miles ahead of cold-calling a list of name who may or may not be interested. Increase your efficiency and spend more time talking to people who need and want your services and who can be closed.

State Selection

We offer state specific and nationwide appointments.

Training System

Get exact training on how to be successful with these appointments.

Calendar Control

You're in control of your availability.

Dedicated Support

Each client is assigned a dedicated customer succes manager.

Essential Training

Master your appointments

The Revenx training will teach you how to succeed with preset financial services appointments. Give yourself the edge and get more closes with vital information, in-depth coaching, and more.

Video Library

Access to all 40 + training videos with many more coming.

Interactive Lessons

Explore interactive lessons that ensure you grasp the key concepts.

Weekly Mentor Call

Connect with mentors and other agents to discuss best-pratices.

Objection Handlings

Get access to an in-depth list of handlings for common objections.

Appointment options

Connecting with state, federal and higher-education employees allows you to offer tailored advice on a wide range of financial products, including unique retirement plans, Indexed Universal Life (IUL) insurance, Long-Term Care (LTC) insurance, Life Insurance, Annuities, and more. Understanding the unique financial needs of these employees positions you as a specialist, appealing to prospects seeking tailored advice.

State Government & Higher Education Employees

Employees of the State Government, Universities and Colleges within a state you've selected.

Federal Government Employees

Employees of the Federal Government, nationwide or within a state(s) you've selected.

What to Expect

Onboarding and appointment expectations

Once you sign up our customer success team will reach out to schedule your onboarding call. They will provide you access to our training platform, connect you to our scheduling system and make sure you are set up to start your appointment campaign.

First Appointments

Your appointments will come in within the first two weeks after your onboarding call.

Demographic Information

You will be speaking with people of all ages and various opportunities who have indicated they are interested in working with an independent agent or advisor regarding their financial future. Opportunities include but are not limited to, IUL, Rollovers, LTC, AUM, Life Insurance, etc.

Disclaimer Statement

Please understand that not all of the appointments will be 100% qualified prospects, however you will speak to qualified prospects, with an average closing rate of 10% - 40%.

Reviews from advisors, planners, and agents like you

Check out reviews from agents, advisors and planners who utilize the Revenx Appointment system.

“After years of burning money on leads I found Revenx which has been a tremendous opportunity.”

Judy Chun

Chun Financial Services

380+ appointments
“Revenx is an excellent resource and delivers some of the best value for anyone's marketing dollars!”

Rich Osterhoudt

Symmetry Financial Group

650+ appointments
“You need to invest in yourself and your business. Finding reliable partners is a vital part and Revenex definitely holds up their end of the bargain.”

Russell Houle

BFP

70+ appointments
"These Revenx appointments are way beyond the quality that I expected.  They are amazing regarding the value of opportunity vs the price."

Bob Vowell

CL Wealth Services

100+ appointments
"I have been working with Revenx for a year.  As a long time veteran in the financial business I have been impressed with their dedication and resolve in providing me with quality appointments."

Michael Kellough

Kellough Advisor

300+ appointments
"Great customer service, always available to answer any questions. The leads are wonderful. I upgraded to the yearly plan after the initial 3 months and added more appointments."

Jennifer Parkhurst

1st State Brokerage

400+ appointments
"The quality of these leads are top tier. Only a month in and I’ve had tremendous results so far. I look forward to continuing to work with Revenx!"

Ian Lahde

Independent Advisor

60+ appointments
"I only refer companies that provide exceptional service.  They [Revenx] have provided more than they promised, well worth the cost, I turn appointments into closed sales weekly!!!"

Patrick Casey

Life Plan & Retirement

130+ appointments
"Revenx came at a time where I was just starting out as an independent advisor and it has been a big stress reliever to know I have interested people to help as I am building out my pipeline and my business."

Alex Beckwith

Merrill Lynch

250+ appointments
"I used them for over a year and also referred many other advisors to them. They deliver what they say and would highly recommend them to advisors who want to stay busy."

Rick Bates

Retirement Income Source

400+ appointments
"Very good support team and they replace no shows. Only vendor I know doing that.   Always helpful and asking for feedback to improve."

Stuart Hunsicker

Purpose Driven Financial

200+ appointments
"1st set of leads had a booked appointment with TSP of $700K plus another opportunity of $3,000,000.  Very Pleased."

Mark Heinrich

GRF Capital

150+ appointments

Pricing

We offer competitive pricing. Select from the three appointment options below to see specific pricing.

Quarterly Agreement
State & Higher-Ed Appointments
Minimum of 20 appointments per month
$75/per appointment
Get started
Exclusive Appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Quarterly, Pay Monthly
Annual Agreement
State & Higher-Ed Appointments
Minimum of 20 appointments per month
$65/per appointment
Get started
Exclusive Appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Annually, Pay Monthly
The difference between Nationwide and State-Specified Federal Appointments

Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, whereas the State-Specified plan allows you to select specific states the federal employees reside in.

Quarterly Agreement
Nationwide Federal Appointments
Minimum of 20 appointments per month
$100/per appointment
Get started
Exclusive Appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Quarterly, Pay Monthly
Annual Agreement
Nationwide Federal Appointments
Minimum of 20 appointments per month
$90/per appointment
Get started
Exclusive Appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Annually, Pay Monthly
The difference between Nationwide and State-Specified Federal Appointments

Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, where as the State-Specified plan allows you to select specific states the federal employees reside in.

Quarterly Agreement
State-Specified Federal Appointments
Minimum of 20 appointments per month
$110/per appointment
Get started
Exclusive Appointments
Select specific states for appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Quarterly, Pay Monthly
Annual Agreement
State-Specified Federal Appointments
Minimum of 20 appointments per month
$100/per appointment
Get started
Exclusive Appointments
Select specific states for appointments
Access to Industry Specific Training
Access to Agent Group Chat
Access to Weekly Training Call
Cancellations & No-Shows Replaced
Commit Annually, Pay Monthly