The Ascent Partnership — An Invite-Only Network for Serious Annuity Advisors.
A fully-managed client-acquisition engine that delivers qualified retirement appointments to your calendar.
Built for established annuity advisors targeting pre-retirees and retirees with $250K+ in investable assets.
We're hand-selecting a small founding cohort. Every application is reviewed personally.
Most high-performing advisors are still building their pipeline the hard way.
Inconsistent Appointment Flow
One month is packed, the next is dry. Even high producers struggle to keep a steady stream of qualified annuity conversations on the calendar.
Wasted Time on Low-Quality Leads
Bought lists, tire-kickers, and unqualified inquiries eat hours that should be spent closing real retirement prospects with $250k or more in investable assets.
Agencies With Hidden Economics
Most marketing agencies charge a fat retainer, mark up your media spend invisibly, and get paid the same whether you close or not. You deserve a partner whose income rises and falls with your calendar.
There's a higher level — and it's invite-only.
An Exclusive Partnership
Built for Serious Advisors
The Ascent Partnership isn't an agency, a lead service, or a marketing program. It's a private network of top-tier advisors plugged into a fully-managed acquisition engine, elite mentorship, and a peer group operating at the highest level.
Invite-Only Network
Membership is reserved for serious, established annuity advisors. You're stepping into a room of peers operating at the highest level.
Consistent Appointment Flow
A steady, predictable flow of booked phone appointments with qualified retirement prospects, delivered straight to your calendar through a fully-managed acquisition engine.
Full Meta Ad Ecosystem — Managed, Transparent
We design, build, and manage 100% of the Meta advertising ecosystem that powers your appointments. Your ad spend passes through at cost — zero markup, full dashboard visibility. You see every dollar and what it produced.
Elite Sales Mentorship
Ongoing coaching from industry-leading annuity experts. Sharpen your close, raise your case sizes, and shorten your sales cycle.
Private Advisor Community
A curated network of high-performing partners trading playbooks, scripts, and deal-level strategy in real time.
Built to Scale Your Production Predictably
A managed acquisition system designed to grow your annuity production consistently and predictably — without you running ads, software, or follow-up.
From application to scaled production — inside the network.
Apply for Membership
Submit a short application. Our team personally reviews every advisor for production, fit, and seriousness. The Ascent Partnership is invite-only.
Private Partnership Evaluation
If your firm looks like a fit, we invite you to a private evaluation call to map your current production, capacity, and goals for the next 12 months.
Network Integration & Onboarding
We integrate your firm into the Ascent infrastructure — Meta ad ecosystem, booking systems, CRM, and the private advisor community — fully built and managed by our team, with your media budget passing through at cost.
A Steady Flow of Booked Appointments
Your calendar receives booked phone appointments with pre-retirees and retirees who have $250k or more in investable assets — driven by a system we build, manage, and optimize end to end.
Ongoing Mentorship & Optimization
Weekly strategy calls, elite sales coaching from industry leaders, and continuous campaign optimization to keep your close rate and case sizes climbing.
Scale Your Production Predictably
The full system is built to help serious advisors grow their annuity production consistently, inside a network of peers operating at a high level.
You stay the trusted advisor. The network handles the rest.
What's Included in
The Ascent Partnership
Every system, every piece of technology, and every layer of mentorship — built, managed, and delivered inside the partnership.
- A consistent flow of booked phone appointments with pre-retirees and retirees who have $250k or more in investable assets
- Full Meta advertising ecosystem — designed, built, and managed by our team
- Your ad spend passed through at cost: zero markup, full reporting transparency
- All software subscriptions and tech stack included — no surprise bills
- Ongoing sales support and coaching from industry-leading annuity experts
- Private Ascent Network community of high-performing advisors
- Weekly strategy and optimization calls
- Complete onboarding and integration into the network
No hidden media markup. No bloated retainer. A partner who doesn't win unless you do.
This Is for Serious, High-Performing Advisors Only.
The Ascent Partnership is invite-only by design. To protect the quality of the network, every member meets the same baseline.
Established Annuity Advisor
You're already producing annuity cases and have the operational capacity to handle a consistent flow of qualified retirement appointments.
Established Office
You operate from a real practice with the operational maturity to handle a consistent flow of qualified appointments.
Small Team (Optional)
Solo top producer or lean team — both work. The partnership scales around the way you already run your firm.
Ready to Scale Predictably
You're done with feast-or-famine. You want a network, a system, and a peer group that help you grow your production consistently.
Real numbers from the founding practice.
A live 14-day snapshot · May 28 – June 10, 2026 · Updated monthly
Tim Dern, RICP®
Mana Financial Group · Illinois
“I don’t touch the ads, the tech, or the follow-up. Qualified retirement appointments show up on my calendar every week — I just do the part I’m best at: sitting with clients.”
Tim Dern is the founding partner practice of Advisor Ascent and has a financial relationship with the company. Figures shown are actual campaign, webinar, and appointment data from the 14-day period indicated. Advertising budgets are set and funded by each partner; results vary and are not guaranteed.
Answers for prospective partners.
Ready to step into a network built to scale your production?
The Ascent Partnership is invite-only. Submit your application and our team will personally review your firm for fit.
If it's a fit, we'll invite you to a private evaluation call.
Limited memberships open each quarter