7 Figure Annuity Sales

Chad asks clients all the time, "how do you make an unrealized gain a realized gain?" "You have to protect it." No one knows what the market will do today or tomorrow, let alone 5 to 10 years from now. That's why selling from the worst-case scenario to your clients is the only way to represent the safe money products you offer. In this episode, Chad talks about market risk and explains how to use...

Agents are always asking how to get more leads, but is that the question they should be asking? What if it's not the number of leads you get but rather the process that you use with the lead that maximizes the production possibility? In this episode, learn how Chad triples the average annuity sale using the same leads many agents are already using.

Going into the new year knowing your WHY can be a make or break for your business. What you do is not just a job but an opportunity to change someone's life. Is it time to change your perspective on what you get to do? In this episode, Chad shares his "why" and how looking out for the best interest of your clients will always result in success.

Starting the new year out on the right foot is crucial to building momentum, but resolutions without actions are just dreams. In this episode, Chad talks about how to kickstart the new year by establishing a system and process that allows you to be consistent throughout the year.

When you remain diligent and intentional, you would be surprised at what you can accomplish. Chad says, "seconds count" and "time is a currency you can only spend once." In this episode, Chad tackles his typical work week and what he does to maximize every second while making time for family and vacation.

The overall goal of fact-finding with your clients is to narrow down what they need and provide a solution to their pain. Often, Fact-Finding will single-handedly increase an agent's case size as well. In this episode, Chad shares his fact-finding process and the mindset he has in every appointment.

Increasing your case size and closing ratio sounds good but are you willing to do what no one else will do to get where you want to be? Chad will tell you that's what makes the difference. In this episode, learn how chad's case size is 3x more than the national average and what you can do to start growing your average case size now.

With the holiday season comes the reasons why clients want to wait to meet with you, right? In this episode, Chad shares how he handles objections during the holidays and how it allows him to have record months at the end of the year.

Being confident and thorough in the appointment is key to establishing yourself as the expert and handling objections before they ever arise. In this episode, Chad shares his soft closing techniques and how it is not about a commission check but rather providing a solution to the client's problem.

One adjustment in your process can change the entire trajectory of your business, and it can be as easy as reviewing the basics. In this episode, Chad goes back to the basics by uncovering simple but effective ways of keeping your business booming at the end of the year.

Explaining the difference between risk and safe money to clients can be a bit overwhelming, but it doesn't have to be. The overall goal of this process is to simplify, explain clearly, and provide peace of mind. In this episode, Chad dives into the topic of risk and safe money and shares the approach agents should have when explaining the two options to clients.

Are the last two months of the year actually slow months for agents? Or is it all just a mindset? November and December could more important than you think. In this episode, Chad shares how December is his strongest month and why most clients want to protect their retirement going into the new year.

When helping a client, the first question you should ask is, "can I help better this person's situation?" It's time to rewrite the narrative and remove the blackeye of this industry by putting every client first. In this episode, Chad shares some valuable questions you should be asking every client and how asking these questions affect every area of your business.

Leads are not a cost but an investment. Is it time to start processing your leads in a new way? In this episode, Chad discusses that there is no such thing as an old lead but rather an opportunity to maximize the effectiveness of every lead.

The secret to success is your WHY. Your why will get you up in the morning. Your why will give you a desire to help your clients. Your why will motivate you to be excellent when others fail to be. In this episode, Chad talks about surviving a hurricane, getting his start in this industry, and how your "why" will help you get through it all.

Whether you are knocking it out of the park or struggling to keep your business afloat, there are always ways to continue to improve your business. In this episode, Chad shares some of the best practices to implement to grow your business in this industry.

Have you ever wondered where all your client objections come from? Or why some agents handle objections so well, and others struggle? In this episode, Agent Relations Specialist Caleb North shares his take on the success mindset and the way that it plays into objection handling.

Calling a lead for the first time can seem daunting, but it doesn't have to be! Be the expert, be confident, and believe that you can make a difference in your client's life. In this episode, Chad talks about making the first phone call and why it's so important to provide a solution for your client, not just make the sale.

Have you ever wondered what you can do to take your business to the next level? In this episode, Caleb North shares 3 simple things you can do to drastically increase your annuity production. These 3 tips are easy to implement and will improve your efficiency immediately. Check it out!

92% of agents fail in the first 2 years because they don't know how to make the most of their leads. Are you looking at your leads from the right perspective? In this episode, Chad talks about having a new perspective on leads that could revolutionize the way you handle them!

Providing value for your clients starts with having the right mindset! Building the right mindset starts with striving to give your clients peace of mind, not chasing a commission check. In this episode, Chad breaks down what it means to have a wealth mindset and why it's crucial in your business!

Is your business slowing down? Is it hard to regain traction? Well, you're not alone! In this episode, Chad shares how he went 3 weeks without selling an annuity, the importance of remembering your WHY, and how to keep moving forward in difficult times.

Many agents focus on the sale instead of looking out for the best interest of the client. Don't be that agent! Find the problem and provide the solution. In this episode, Chad shares how he's not interested in just making the sale, but providing solutions to the client, and how he keeps that mindset throughout the process.

When preparing for an appointment, there are many things to consider. Did you get all the client's forms? Do you have your leave behind kit? Have you studied the product to be able to explain it? Will the client understand everything you're sharing? In this episode, Chad shares about a time that he forgot the product illustration and how he was able to maintain composure and confidence as the expe...

As a solo producer, Chad calls his own leads, runs his own appointments, makes the sale, follows up on pending business, and delivers policies all on his own. He is active in the field, just like you! In this episode, Chad takes a simple look at the annuity sales process and why now is the time to help your clients protect their money!