7 Figure Annuity Sales

Ready to amp up your lead game in 2024? Check out our episode 'Lead Generation Strategies for 2024.' We dive into the world of creative lead generation, from tried and true methods like internet leads, seminars, webinars, and radio, to alternative strategies such as building a referral network, email marketing, branded materials, and local involvement. Discover the importance of having multiple st...

Ready for a game-changing January? Tune in to our latest episode, 'How to Have a Seven Figure January.' We kick off with fine-tuning your process – think smoother calls, streamlined appointments, and a calendar that actually works for you. Next, we dive into lead generation – no passive marketing? No problem, we've got active strategies to cover you. Lastly, we're talking product smarts in key are...

Check out 'Bonus Annuities - The Good, The Bad, The Ugly,' where we dive into the highs and lows of bonus annuities. We cover the instant benefits, the potential trade-offs like reduced index rates, and the tricky aspects like lower commissions and marketing challenges. Plus, get insights into practical scenarios like Replacement and Tax Recoup.

Get ready to ramp up your end-of-year game with our latest episode, 'End Of Year Marketing Strategies.' We dive into why keeping your lead flow active through the holidays is crucial, and how to scout for new opportunities with lead vendors. Learn about the risks of delaying appointments to the new year, backed by historical market data, and get tips on handling the common 'Call me after the holid...

Master the subtleties of finalizing annuity sales in our latest episode, 'The Art Of Closing.' This episode focuses on the nuances of reading body language and handling questions and objections during the closing process. Learn how to use simple, yet effective 'yes' confirmation statements like 'Does this make sense?', 'Do you like what it does for you?', and 'Are you ready to move forward?' to gu...

Enhance your annuity sales approach in our latest episode '3 Strategies To Improve Your Appointment Process.' Discover the impact of thorough fact-finding, the importance of a polished presentation process, and the value of deep product and carrier knowledge. These key strategies are designed to streamline your appointments and boost your sales effectiveness.

Dive into the intricacies of Fixed Index Annuities (FIAs) in a high-rate environment in our latest episode. We dissect whether FIAs retain their appeal for clients when interest rates soar, and how agents can leverage their benefits. Uncover strategies to sell FIAs effectively, ensuring your clients' goals are achieved even as the financial climate shifts.

When asking important questions to clients, because of the nature of our industry, you need to word things correctly otherwise you may get the correct answers you are looking for. When you are helping people with their retirement ensuring you have all the correct information is of the utmost importance to ensure you help the clients truly meet their wants and needs. In this episode, Chad and Caleb...

In this week's revisiting of one of our best episodes we will talk about Cross-Selling Annuities with Life Insurance Leads. Back in 2008, Chad started to cross-sell mortgage protection leads into annuities and found great success. Today Chad has written over 220 Million in annuity production since then. In this episode, Chad and Caleb share some tips with you on how to cross-sell life and Medicare...

In this week's revisiting of one of our best episodes we will talk about 5 things your IMO should be doing for you. Is your Marketing Organization setting you up for success and giving you the necessary tools to achieve your goals? In this episode, Chad and Caleb discuss five things your IMO should be doing and why these things are vital for your business growth.

In this week's revisiting of one of our best episodes we will talk about the dos and don'ts of FIAs. Don't just plan for the worst-case scenario; understand when to and when NOT to.

In this week's revisiting of one of our best episodes we will talk about if income riders are worth the fee. What you get by having a rider, is what you give up by NOT having one. In this episode, we'll cover what's created, credited, calculated, collected, and charged when it comes to income riders.

In this week's revisiting of one of our most useful episodes we will return to the objection from clients "just send me the information". This is a common objection clients will give to avoid meeting but its crucial for their education and long term security that you the expert helps them truly understand what you are presenting.

MYGA rates have done nothing but climb. In this episode, we'll re-examine when to use MYGAs and when to use FIAs in today's current market.

In this episode, Caleb will breakdown different types of crediting methods and how they affect the annuity industry.

First of all, this is not to insinuate that you should be mean to clients, but to make an argument that some natural tendencies of traditionally "nice" people are not actually conducive to high levels of success with annuities. In this episode, we'll discuss some specific stereotypical "nice guy" qualities that are not beneficial in a sales environment for you or your clients.

Today we dive into the subconscious mind of Chad Owen. In his sales process there are certain things that he does that seem innate and we will explore those very concepts and why they help aid in his production.

When you aren't diligent in your fact-finding you will end up presenting inaccurate illustrations that don't accurately represent your clients needs. In this episode, we'll discuss how to ask the right questions to avoid overinflating illustrations.

Most of the time, a good level income product will end up paying more income than most increasing product options. In this episode, we'll discuss how income is taking place and when each income option works best for your clients.

The Halo Effect is when you believe a product is good based on other external circumstances unrelated to the product itself. In your business, that can include how you dress, the professionalism of your business cards and documents, and even how you speak. All of these things and more can impact a client's perception of the quality of the product you offer. In this episode, we'll discuss the Halo...

Good fact finding is the foundation of good case design. In order to find out if you have an income case or an accumulation case, you first need to do proper fact finding. In todays episode, we'll discuss the difference between income and accumulation, and how to find the right solution for the clients needs.

There has never been a better time to be in the annuity business. Its time to leverage the time, potential customer base, and the current systems in place in order to maximize your personal production. In this episode, we discuss what has led to the current golden age of annuities and how to leverage it.

When trying to help someone understand annuities, which can be a complex topic, its often helpful to relate it to their own profession in order to help them understand the benefits. In this episode, Chad will use analogies to help potential clients understand annuities in the context of their own experience.

Last week we talked about how to replicate a proven sales process, but what if you already have a sales process that is working? In this episode, we'll discuss how to take your current successful sales process and maximize its potential.

A repeatable sales process that has a proven track record of success is key to growing your business. But luckily we dont have to create one out of thin air. In this episode, we'll discuss Chad's sales process and the ways that you can take pieces of it and apply it to your own process in order to exponetially increase your own production.