7 Figure Annuity Sales

With hundreds of insurance companies and product choices for clients, how do you choose the right one in a world full of options? In this episode, Chad explains his process for picking the right product for each client and why he chooses solution selling over product pushing.

Every agent's mission in this industry should be to protect their clients from financial storms. Having safety, security, and no risk to the market helps every client sleep at night, even in the storm! In this episode, Chad shares the importance of providing peace to every client by presenting the best options for their situation.

Whether you're catching a fish, hitting a golfball, or closing a good deal on a lead, you have to work hard and make the most of every opportunity. In this episode, Chad teaches how he makes his leads work for him and why coaching and mentorship help you close more deals.

Many clients ask questions like "when is the right time to move my money?" or "how can I be sure my money is safe?" As agents, what's the right response? In this episode, Chad shares his strategies to get clients off the fence and how the response shouldn't be fear-based but facts-based.

Whether it's the opinion of a broker or a commercial you see on TV, there are many skewed beliefs about annuities. Clients need what's best for their situation, not another false idea about annuities. In this episode, Chad shares why annuities are truly a safe and secure option for a client's retirement and why handling annuity objections are so important.

Many agents put their focus on lead sources rather than taking full advantage of the lead in front of them. Is it time to approach your leads from a different angle? In this episode, Chad shares how he sees leads and what he does to maximize and take full advantage of each one.

There are zero gray areas in this industry! Agents are accountable to do what is honest and ethical for every client. In this episode, Chad explains what it's like to work in a "fishbowl" environment and why being seen from every angle can be difficult but can keep you from compromising yourself.

Are you looking out for the best interest of your clients? Suitability helps keep agents honest and integral in an industry full of accountability. In this episode, Chad breaks down how he puts his clients first and avoids setbacks with suitability.

You finally met with your client, they've picked the right product, and you send in the application, but it falls through because you hit some bumps in the road. In this episode, Chad shares his process with handling pending business and how he overcomes some common hang-ups.

Every agent wants to start out on the right foot of success in this industry but many find themselves asking "where do I even start?" In this episode, Chad shares how he started in this industry and how success doesn't come overnight!

Many people make new year's resolutions but fail to stay committed to those goals by the time February rolls around. Is it time to take a fresh look at your resolutions? In this episode, Chad shares his perspective on new year's resolutions and his desire for agents to make 2020 their best year yet!

When setting goals for the new year, knowing your "why" is the most important thing you can do! Your "why" not only gets you up in the morning, but keeps you going after your dreams. In this episode, Chad explains his "why" and how he strategizes to have another remarkable year.

Selling in an emotionally driven market can be challenging for you and your clients, but knowing the facts can make all the difference. In this episode, Chad uncovers the best ways to help your clients understand why protecting their money and overcoming market scare tactics are essential to a peaceful retirement.

Product knowledge, solution selling, and becoming an expert in this industry are the most important things you can do to help your clients find their best situation. In this episode, Chad covers the basics of solution selling by sharing his methods and skills when helping clients.

This industry can be lonely and challenging, but it doesn't have to be. You have the opportunity to learn from a top-selling annuity agent who is in the field just like you. In this episode, Chad shares why mentorship and training are so important and how he has help agents double and even triple their production in only one year!

Many agents ask Chad, "how did you become a safe money specialist?" His response is often "agents who want to be the best must become experts at what they do." In this episode, Chad uncovers how he became an expert in this industry and what he did to get there.

Participation rates, caps, spreads, surrender charges, oh my! Do you have the answers your clients need if annuity companies lower their participation rates and caps? In this episode, Chad gives a 30,000-ft. overview of participation rates, caps, and spreads.

When challenges and obstacles come, are you prepared with a backup plan? In this episode, Chad explains why preparation and backup plans are incredibly important to helping everything run smoothly.

Most people who don't like annuities usually don't understand the VALUE behind them. In this episode, Chad exposes common annuity misconceptions by digging into the different types of annuities and shows why knowing the difference between them is imperative.

In this industry, being an expert and setting the best financial example for your clients is crucial. It's easy to stop making calls, become unmotivated, and forget to invest in yourself. In this episode, Chad shares how he continues to stay motivated and sets the best example in his business.

Are you helping your clients choose the right product for their situation? In this episode, Chad shares his process when helping a client pick the best product, three things he looks for in any product, and what to look for in each company.

Many people ask Chad, "What's your process and how do to get clients to commit?" His response is often asking, "Are you building the need for your client to protect their retirement from market risk?" In this episode, Chad digs into his process when objections or hesitations keep clients on the fence.

Being a one-man-band that produces well in this industry can be challenging, and one of the biggest questions Chad gets is, "How do you do it?" In this episode, Chad shares his process and how he continues strong as a solo agent.

Staying motivated in an industry with many difficulties and demands can be challenging. Whether you are doing great or business has slowed down, staying motivated is key to success. In this episode, Chad shares how his "WHY" keeps him motivated, even in ups and downs.

There are so many things to think about... when filling out the client's application. This can seem like a daunting task but it's our responsibility to do what is right for the client! In this episode, Chad simplifies the application process by showing you how he does it.