7 Figure Annuity Sales

Success is hardly ever achieved in the comfort zone. Is it time to make some changes to your business? In this episode, Chad discusses the detrimental effect of the comfort zone and why you should avoid giving in to it.

Many agents put their focus on building "rapport" when all the client needs is an expert who is confident in their solutions. In this episode, Chad shares how to approach the client and why maintaining focus in the appointment is essential to closing the sale.

Are you asking the right questions? Are you ready to grow your average case size? Fact Finding is the answer, NOT more leads! In this episode, Chad breaks down the essence of fact finding, how to make it less complicated, and the benefits of doing it right.

Back in 2007, Chad was $150,000 in credit card debt and was facing some hard times. The obstacles in front of you right now are no different. The way you move forward today will determine your success tomorrow! In this episode, Chad shares his story of success and what he had to do to get there.

Many agents ask Chad, "How do I explain how an annuity works to my clients without making it complicated?" In this episode, Chad explains in English, not financial jargon, how an annuity works, how to best explain it to your clients, and exposes some common misconceptions about them.

2020 has been a world of uncertainty, and volatility but many clients still need help with retirement. In this episode, Chad shares why he believes we are in the perfect time for annuities and how annuities provide steadiness in the midst of market storms.

You can't force your prospective client to understand safety and security. If they aren't ready to choose it for themselves, they aren't ready. If they reach back out to you, then something most likely triggered them. In this episode, Chad shares how he determines when to call a lead dead and how to keep them in the sales pipeline.  

Throughout the sales process, it's so important not to sell based on emotions. Help the client based on the worst-case scenario, but don't allow fear to guide their decisions. In this episode, Chad shares how he presents safety in his appointments and highlights a few things to avoid.

This industry can cost a lot of money - for products, leads, and more. Different types of leads can greatly vary in cost and you need to know how to budget for them. In this episode, Chad shares budgeting strategies, his successes with certain types of leads, and how to set yourself up for success with industry costs.

In this industry, insurance companies and products are always changing which can make it challenging to know what the best products are for your clients. Studying up and staying current is crucial to providing the best of what's available. In this episode, Chad shares how deliberate preparation often produces more opportunities.

Agents often struggle to find the best product for their client's situation and therefore have difficultly gaining their trust. In this episode, Chad talks about how he gains his clients' trust by studying and researching available products, finding the best solution to their situation.

Retirement is a big decision in a person's life. Sometimes the client is not ready to move their money, and that's okay. It's their decision. In this episode, Chad shares how he focuses on skill set and quality versus quantity, always doing his best to make sure the client is taken care of with the right product.

When you're retiring, you need to find something you can't lose your money in. Remember this is your money, your retirement. In this episode, Chad talks about how agents can often over-complicate the process causing the client to get confused. He also discusses how agents seem to be using the same products for years and aren't utilizing better available products.

Choosing to put your money at risk in the market affects your retirement way more than it does mine! The question is, is that something you're willing to risk? Do you want to lose any more money? In this episode, Chad shares how to talk to clients about market risk and secure alternatives.

There is plenty of information floating around during these unusual times, but we must make sure we're finding the facts. In this episode, Chad discusses the differences between facts and speculations as well as being careful about the sources of those facts.

It's time to help your clients put the stock market in the corner for a time out! No one knows where the market will be in 5, 10, or 15 years because it is emotionally driven and throws temper tantrums. In this episode, Chad exposes the volatility that the market brings and shares ways to bring peace of mind to clients with safety and security.

Getting in front of your client is vital to continue to write business in this industry. The question that remains is "how is that possible with what's going on?" In this episode, Chad uncovers the process he is using to go digital and get in front of clients.

As an agent in this industry, the ultimate goal is to help bring peace of mind to every client. Now more than ever, with fear and confusion on the rise, it's crucial to bring this peace of mind. In this episode, Chad shares how a confused mind will always say no and reveals the steps he's taking to steer clients in the right direction.

In this industry, it can be easy to get sucked into the idea that you're just an agent. It's time for agents to embrace the role of the client and see from their perspective. In this episode, Chad shares his thoughts about getting on the client's level and emphasizes how agents should follow the same advice they're giving.

Navigating this pandemic can be interesting, but could lead to breakthrough in yourself and your business. As an agent, it's time to get creative and find ways to keep business growing and invest in yourself. In this episode, Chad shares some recommendations for this time and ways to take advantage of your downtime.

We're in interesting times and moving forward can seem daunting, but now is the time to take massive action and help people more than ever! In this episode, Chad shares the steps he's taking to move forward in these unprecedented times and how now is an incredible opportunity to help clients protect their retirement.

There are many unanswered questions that agents consistently have in this industry like "how do I grow my business?" or "what do I need to do to close more leads?" In this episode, Chad shares his top 4 tips for annuity business growth and how to get started in this industry.

We're in the golden age of annuities, which means every year is an opportunity to help clients secure and protect their retirement. In this episode, Chad shares his 2019 closing numbers along with his application and appointment process to help set you up for success.

In this annuity industry, agents can sell based on the worst-case scenario, because with a non-variable product, your clients never lose! In this episode, Chad says explains that no one knows what the market is going to do tomorrow or next year and how that is the advantage of selling safety.

When the market takes a downward turn, it's easy to sell and promote fear, but it's important to remember the solution that we offer is safety and security. In this episode, Chad takes a look at the volatility of the market and talks about the proper response that agents should take when talking with clients.