Annuity placement worth roughly $30K in commission, from one advisor's first closed application.
Attention: Agency owners, IMOs, and advisory firms tired of paying for leads that don't close
“A 40-Year Veteran Advisor Spent $10,000 Testing Two Lead Programs Side by Side. He Fired One. The Other Put $812,000 in Annuity Placements on His Calendar in 90 Days.”
Here's the peer-trust system that gets nurses with six- and seven-figure 401(k)s asking you for help, and why smart firms are quietly locking up this niche before their competitors hear about it.
Start my two-week lead trial
$297 platform fee is your only upfront costKeep every lead if it's not a fit
Inside the current lead inventory
689Survey-qualified nurse leads
57Median age
73%Late-career or retired
221Reporting $250K+ in retirement assets
Why it works
Built by an 18-Year ICU & Cath Lab Nurse + Financial Marketing Veteran.
This system attracts nurses who already trust the process before you ever speak to them.
Download the Google Doc shown in the video
This doc shows pricing, the two-week lead trial, live lead data, and real advisor case studies.
Open the Google Doc
This video covers
Everything you need to judge the nurse niche.
Why nurses respond to a fellow bedside nurse when they ignore generic financial ads, and how that trust carries into your first conversation
What's inside the current inventory of 689 survey-qualified nurse leads: median age 57, 73% late-career or retired, and 221 reporting $250K+ in retirement assets
Why these aren't passive opt-ins: every lead completed a retirement intake survey sharing her age, career stage, assets, and biggest retirement question
How our team calls, engages, and hands off every lead, including co-running your first appointment live or running the intake for you
How a single converted case, whether a rollover, an annuity, or an income plan, can cover months of program cost
How the two-week lead trial works: roughly 15 leads, no payment for leads during the trial, and a results review together at the end
Real cases from advisors in the network
The nurses who show up have real money to plan.
A nurse seeking $10,000/month in retirement income.
Pre-tax 401(k) held by a 62-year-old nurse administrator facing RMD and IRMAA planning.
Concentrated in individual stocks, held by a 44-year-old nurse looking to retire at 55.
The two-week lead trial
Judge the nurse pipeline the only way that counts: with real leads on your calendar.
Two weeks. Roughly 15 exclusive, survey-qualified nurse leads. The $297 platform fee is your only upfront cost, and if it isn't a fit you keep every lead at no charge. No demo deck, no sample list, no guessing.
1
Wednesday to Wednesday
Cycle one begins
Onboarding is done and exclusive nurse leads start landing in your CRM, inbox, or Slack.
2
Wednesday to Wednesday
Cycle two lands
Our team is calling, texting, and emailing your leads while you run first appointments.
3
The Friday after
We review it together
What worked, what needs adjusting, and how many leads you can realistically handle.
What lands on your desk during the trial
Roughly 15 exclusive nurse leads
Delivered over two full delivery cycles, depending on lead flow.
$297 and nothing more upfront
No payment for the leads themselves during the trial period.
Her numbers before you dial
Age, career stage, estimated retirement assets, and her single biggest retirement question.
We keep working the lead
Calls, texts, and emails from our team, plus continued education from the Caleb the Nurse side.
The live handoff
We join your first appointment when we can, open the conversation, and hand it to you warm.
Or we run the intake for you
Can't make it? We gather her goals and account detail and send you the recording and summary.
The full advisor network
CRM with prebuilt automations, Slack support, mastermind calls, and a seat in the live nurse webinar Q&A.
A real conversation at the end
We look at results together before you commit to anything ongoing.
If you continue
We invoice the trial leads on the Friday following your second delivery cycle, then bill weekly based on actual delivery. The ongoing program runs a $1,500 per month minimum in leads, and you set the volume from there.
If you don't
Cancel and keep every lead you received at no charge. No pressure and no hard sell. We only ask that you treat the decision as final, because we'll release your seat to another advisor and won't reopen it later.
Start my two-week lead trial
Founding seats are limited
Founding advisor · Affluent Nurse Advisor Network
What three months in this system actually looks like
Tom Greenwell has been in the retirement business since 1980. When he moved back to Missouri he needed a marketing campaign to plug into, so he ran two platforms side by side for two months and let the results decide. He's still here. He'll tell you how the handoff works, what kind of nurse actually shows up on the call, and what he'd say to an advisor who's been burned by a lead program before.
In the retirement business since 1980
Tested two platforms side by side
He's still here
Who's behind the network
About Caleb Christenson and FunnelFlow Financial.
Hi, I'm Caleb, a marketing consultant for financial service providers and wealth planners. My singular focus is to help purpose-driven financial advisors scale to new heights with effective marketing.
I've created a personal brand called Caleb The Nurse, as I've been a nurse for 18 years. I am leveraging this nurse brand to bring financial education to nurses and connect them with qualified advisors who can help them plan and prepare for retirement with confidence.
P.S.
In case you skimmed to the bottom (smart people often do), here's the offer in one breath. You get exclusive, survey-qualified nurse leads from a retirement education pipeline built by an 18-year ICU nurse that nurses already trust. Our team engages every lead and hands her off to you live. You start with a two-week trial of roughly 15 leads, and the $297 platform fee is your only upfront cost. If it's not a fit, cancel and keep every lead at no charge.
P.P.S.
If you run an agency, IMO, or firm with producers who can close annuity, rollover, and IUL business, this is where the math gets interesting. Volume pricing drops as low as $50 per lead, with 140+ leads a month available to put your whole team to work in a dedicated niche across 47 states.
P.P.P.S.
This is a one-time invitation. Founding seats are limited, and once a seat is released to another firm, it doesn't reopen.
If you've read this far, you already know whether this is for you.
Still have questions? Talk to a real human.
Book a quick call with our team, or use the chat in the bottom corner of this page to ask us anything. We'll help you figure out whether the network is the right fit for your practice or firm.