Helping Retirement Representatives
PERA Appointments has designed a better way to help retirement representatives like you succeed.
Our vetted appointment system eliminates the need for cold calls, and only connects you with clients ready to receive your expertise.
We can connect you to public employees—
the teachers, professors, first responders, city planners, and others
—who are ready to begin retirement planning, whether that’s with a pension review or a whole new strategy. Join our network, and you can spend your time doing what you do best: helping people plan for the future.
Your Path to Success
You join the PERA Appointments network.
This registration form gets the process started.
Once your affiliation with PERA Appointments is confirmed,
we offer you a list of pre-scheduled appointments with public employees who’ve told us they’re interested in working with a retirement representative. Once you select an appointment, we charge our fee—but only for that first connection.
After the initial appointment,
all subsequent meetings are yours to schedule and manage with your client. We’re no longer involved. Should you, or the client, determine that the connection isn’t a good fit, however, we’ll work to find a more suitable match.
Working with PERA Appointments also gives you access to our partner, PERA Administrators.
You’ll find a wealth of tools, including plan administration, educational materials for clients, and much more, all available to you.
Ready to fill your calendar?
