The AI Operating System Built for Financial Advisors Selling Key-Person, Buy-Sell, and Other Business-Owner Cases
Even if you're burnt out on setters, chasing leads, or manually educating every prospect yourself
Book Your Continuity Audit NowKick-start your pipeline with high-intent business-owner data and AI-driven ads that qualify every click before you ever call them.
An AI-powered microsite and chatbot that educates, screens, and warms prospects automatically—no more manual trust building.
A voice AI agent that books and confirms 4–8 pre-educated appointments each week straight to your calendar.
Re-engages stalled deals and creates a steady flow of renewals and referrals—your continuity machine in motion.
Seeds qualified data through AI ads and landing flows to solve the startup lead deficit.
Microsite + chatbot educate prospects for you, ending manual education bottlenecks forever.
Voice AI agent books calls with qualified prospects, eliminating setter fatigue and lost time.
Adaptive GPT workflows recover stalled deals and boost close rates by 20‑30%.
AI collects reviews, re-books renewals, and triggers referral flows automatically—compounding client trust and revenue.
"Within 45 days the system booked 32 qualified business-owner meetings. Zero manual follow-up and my pipeline finally runs itself."
"We used to depend on two setters just to keep up. Now AI handles education and scheduling 24/7. Revenue up 38% and stress gone."
"I re-engaged six stalled cases in a month and closed an extra $84K. Continuity OS literally paid for itself before month two."
No – the build and automation are done-for-you. You keep focusing on cases while the system books and nurtures for you.
You'll start seeing pre-educated appointments within 60–90 days of installation.
Our Continuity Guarantee means we work at no additional fee until you're booking 4–8 qualified appointments a week — or we refund the difference.
Book your Free Continuity Audit and see exactly how many appointments you can add each week in the next 90 days.
👉 Book Your Continuity Audit Now