For Financial and Insurance Advisors Only

Want 5–10 high-intent retirement appointments every week?

This is the turnkey, attorney-backed system used by the top 1% of advisors to automate their pipeline and skip the lead-chasing.

15-minute strategy walkthrough

Watch the 3-minute breakdown of the attorney-led conversion model.

Why the Top 1% Use This

Instant Authority

We recruit and train a local attorney to co-present with you. They advocate for your expertise so you enter every meeting as a vetted consultant, not a salesman.

High-Intent Appointments

No "maybe" leads. These are local households who attend for the education and book a meeting specifically to discuss their tax and estate needs.

Turnkey Execution

We provide the system and the attorney. You just show up to the appointments and close the business.

"With Affinity, I was able to automate much of my business and focus on what was most important, my clients. They handled the technology, prospecting and much more. Business growth is now a choice and not a dream."

Todd, Retirement Planner and Insurance Producer

Ohio

Weekly Schedule

October 2025

Mon

Tue

Wed

Thu

Fri

New Client Consultation

Weekly Average

8-12 Bookings

Frequently Asked Questions

We provide educational seminars for qualified attendees, led by experienced professionals (advisor and attorney), in a comfortable setting where guests get to enjoy a complimentary meal.

We do. We vet and train them to advocate for you.

No. It’s been our internal growth engine for 20 years. We’re simply giving you the keys to the machine.

Stop Chasing. Start Consulting.

If you’re ready to handle a consistent weekly flow of 5–10 high-intent appointments, let’s talk.