The Annuity Institute · PPL · design demo

Three funnels. One chassis. Hard-gated reports.

Three Meta campaigns target three emotions — certainty (Income for Life), fear (Market Crash), anger (Tax). Each funnel's report is the post-booking reward: the booking page shows it locked, frozen one beat before the payoff, with the lead's own numbers blurred. Booking unlocks it on the spot.

Start here — full post-PII sequence

Income funnel: booking page → fake booking → unlock → report

The complete flow a lead experiences after submitting their info: locked teaser, the advisor's live calendar (custom UI — no GHL iframe), details pre-filled from their answers, pick a slot, and watch the report unlock.

Locked teaser→ Pick a time→ Booked ✓→ Report unlocks

→

Certainty · 60–65 · at/near retirement

Income for Life — report

The deposit race that stops at 87 · inflation deep-dive · lifespan slider with married/single odds · the Social Security gap · "your meeting with Debora."

Fear · 58–64 · 1–5 yrs from retiring

Market Crash — report

2008 replayed on his statements · "averages lie" (−37% needs +59%) · drag-when-the-crash-hits slider · the lost decade · "your meeting with Rich."

Anger · 60–65 · 401(k)/IRA heavy

Tax — report

The $700k mirage · the RMD bite ("you didn't choose this withdrawal") · the Social Security double-dip · the widow's penalty · "your meeting with Cody."

Design mockups — names are personas, availability + booking simulated, VO videos shown as animated placeholders for the HyperFrames + ElevenLabs renders.
Press play on everything. Every number is computed from the lead's survey bracket. No products named anywhere — that's the advisor's call to close.