You already found the 401(k). Now get paid for it. You set the appointment, our retirement specialist team runs the call and closes it, and you get paid on the case. Same calls you're already making. One more question.
William GallagherFounder. Runs the Wednesday training and the closing calls.
Why now
The money is there. Most agents never ask.
Record sales five years running. And most of the agents on the phone with that money never bring it up, because nobody showed them how.
$127.9BFixed indexed annuity sales in 2025. A record, and the fifth straight year of growth.
$464BTotal U.S. annuity sales in 2025. Four record years in a row.
15%New full-time agents still with their company after four years. Most are gone inside two.
How you make sure you're not in the other 85 percent.
Agents fall off because one policy at a time doesn't pay the bills. The ones who last have a second check coming off the same calls. That's the annuity game, and it's a two or three call close that we run for you.
Sources: LIMRA U.S. Individual Annuity Sales Survey, final 2025 results. LIMRA agent retention research, four-year retention of full-time financial professionals.
How it works
Set it. We close it. You get paid.
Same call you're already on. One extra question. That's the whole job.
01
Find the account and the amount
You're already asking about income and beneficiaries. We teach you the word track that surfaces the retirement money sitting in the wrong place.
I know you have a 401(k). You've got about $200 grand in it, right?
02
Set the call
You offer a free review with our retirement specialist team and book it from inside your account. Under a minute.
Let me set up a quick call with them for tomorrow or Wednesday.
03
We close. You get paid.
It's a two or three call close. We run every call, the paperwork, the objections. You keep your client, your contracts and your agency, and you get paid on the case.
Sell or set, it's up to you.
Build the gap
Same client. Same call. Very different check.
A mortgage protection policy pays you once. The 401(k) you just heard about pays you on the case.
What you're doing now
$1,200a policy
One policy, one check. Then you need the next one, and the next one.
What you're walking past
$4,500to you
On a $200,000 case you set and our team closes. One conversation. No closing, no chargebacks on your side.
Example split on a $200,000 funded case. Real splits are agreed up front and shown inside your account. You get paid when a case you set closes and funds.
Inside your free account
Set your first one this week.
Just do one call and then come back with questions. That's how everyone in here started.
The word tracksThe three questions that find the money, word for word, proven on real calls.
The handoffHow to offer the review and book the specialist's calendar without leaving your account.
Your pipelineSubmit the appointment and watch it move from set to closed to paid.
Live training every Wednesday1 PM ET. Bring a call, leave with a set. Replays inside.
The retirement specialist teamOver $50M in annuity volume closed. You set it, they close it.
Want to run them yourself
Work with William directly.
The free account teaches you to set. Become The Closer is paid mentorship, one on one, on your own calls, until you're closing your own. Take the closer quiz and apply.
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Last updated: October 16, 2026 (sections 7 and 8 added)
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Last updated: October 16, 2026 (Training Recordings added)
