First Annuity Source, founded in 2005, prides itself on being the premier appointment setting company for financial advisors acros the United States. Today, 9 years later, appointment setters still arrive at the office early and work late, driven by a passion not often seen in today’s world. Lead generating companies come and go, and once-famous industry names have disappeared. Only one premier appointment setting company is still run by the men and women who recognize the importance of establishing personal relationships with each financial advisor or insurance agent they represent. As a financial advisor, time is your most valuable asset. First Annuity Source not only understands that value, we built a business around it.
This guarantee is available simply because every appointment-setter is paid only when the agent confirms the presentation. For this reason, quality is our driving force. Appointment-setters contact real-time internet annuity leads generated by a third party vendor with whom we have done
First Annuity Source relies most heavily on the appointment-setters working within the organization. The relationship you develop with your appointment-setter is the key to your success. Every appointment-setter here is a college graduate with a degree in either finance and/or economics.
First Annuity Source Receives 2014 Los Angeles Award Los Angeles Award Program Honors the Achievement LOS ANGELES August 7, 2014 -- First Annuity Source has been selected for the 2014 Los Angeles Award in the Financial Advisory Services category by the Los Angeles Award Program.