7 Figure Annuity Sales

Two of the most valuable stats for any agent is appointment rate and closing rate. In this episode, we'll explain how we interpret those numbers in order to improve upon Chad's process.

In September we did a Podcast titled "Why choose FIAs when MYGAs are so high?". Since that episode 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 every profession there are a few things that you MUST be excellent at in order to do your job effectively. In this episode, Chad and Caleb will cover the two areas you must ace in the annuity industry.

Since Chad started in the annuity business in 2008 he has seen his annual production increase by 457% while his lead budget has only increased by 340%. He's writing more business while spending less time and less on leads per deal. In this episode, Chad and Caleb will dive into what Chad has learned over the years in the business and how you can implement that precisely in your own business.

Most agents (who don't focus exclusively on annuities) have opportunities where they could help the client and grow their business if they took advantage of cross-selling annuities. In this episode, we'll cover when and how to cross-sell annuities.

The final episode of a 3 week series. So far we've covered the current market landscape and how annuities impact that market. In this episode, we'll cover the common objections retirees have with annuities and how to overcome them.

Last episode we covered the current market landscape. In this episode, Chad and Caleb will dive into how annuities specifically fit into the market and the lasting impact they have for retirees.

Resting is something that Chad finds incredibly invaluable. Without rest he doesn't think he would be capable of producing the numbers he does. When you add it all up he would say that he spends a quarter of every year "retired". In this episode, Chad and Caleb will discuss how he accomplishes this and the reasoning behind it.

We've had an increasing number of agents talking about clients wanting MYGAs right now, but why do FIAs still have a place? In this episode, we'll cover the different times when you should be selecting a MYGA vs. a FIA

Fishing is a lot like the annuity business. You can put in a lot of time, energy, resources and effort, and still not have the success you want to have. In this episode Chad will talk about his recent Alaskan Fishing Trip and the lessons he learned that can be applied to both life and business.

When a client wants something that isn't actually the best solution for their problem, the temptation can be to comply in order to get a quick and easy deal done. In this episode, we'll talk about the issues with following through on their request and your responsibility as the expert to ensure you help the the client the best way possible.

With the rise of Zoom we have seen more and more clients requesting a switch towards virtual appointments. In this episode, we'll cover the pros and cons of both virtual and in person appointments and explain which type of appointment is best for you!

One of the most common objections you will hear when trying to schedule an appointment with a client is "Just send me the information." In a world where technology allows us to have information in front of us right away many people will say this. As an expert in your field it is your responsibility to not only overcome this objection but help the client understand why you doing what they ask would...

Recently we had a conversation with an agent who was down on themselves for the lack of production despite a high lead cost and maximum effort. In this episode, we want to encourage any agent right now who is feeling the affects of a down summer and how you tweak your process in the midst of uncertainty.

Summertime is usually a down period in our industry. You can expect a reduced lead flow, answer rate on calls, and appointment rate, but there still are people who need help! In this episode, we'll cover how to navigate the summer to still ensure a productive season of business.

When full fact finding is what's being done, EVERY question is critical, but one will determine more than any other. In this episode, we'll cover the ONE question that Chad asks to every single client and why you need to be asking this too.

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.