7 Figure Annuity Sales

For the record, this is NOT an advisory podcast. This is purely opinion. Chad often calls Brokers "Bookies". In this episode, we'll explain why Chad makes that comparison as well as detailing how we feel the things ought to be handled for the clients benefit.

Whether you have a small case size or a large one, there are a few tried and true ways to increase your average case size. In this episode we are going to cover the due diligence required when your case size is small and the process required when it grows!

Branding is one of the most overlooked aspects of our industry. It's what makes your business recognizable and memorable. Strong branding should only reinforce the quality and care that you offer. In this episode, we discuss how important branding is and how it can help be a key difference maker in getting deals done.

Trying to develop a strategy that covers all areas of your business can feel daunting. In this episode, we'll discuss how you can effectively plan your call times and appointment scheduling, email marketing strategy, branding, and more!

When planning Income for Life there are three specific areas you have to address with the client. In this episode we'll cover those areas and then talk about why and when to use income riders.

Annuity rates are rising, but the biggest question is, do you know what to look for? In this episode, we give you some tips to help you prepare for what's to come!

Recession doesn't have to be scary. In this episode, we dive deep into the safety bunker of the finance world to help keep your clients money safe.

Re-evaluate! Every successful person has to stop, take inventory, change what needs to be changed, and start moving in the right direction! In this episode, Caleb and I go over my year-to-date production numbers, what is working and what is not in the industry.

Don't just plan for the worst-case scenario; understand when to and when NOT to. In this week's episode, we continue part 2 on FIA's do's and don'ts.

Plan worst-case scenarios. Income strategies will rarely come up as a "need" unless you're planning worst-case scenarios. In this episode, Caleb and I discuss 4 strategies that will help you plan for your client's needs.

You need rest to move forward. Don't let the guise of the hustle and grind fool you; while it's important, it isn't everything. In this episode, Caleb and I discuss the right kind of recharge to help you stay in the game for longer which will help your production.

Are you tired of bending the truth, twisting words, & the scare tactics of pressuring clients into a conversion that a lot of the industry says is normal? In this episode, Caleb and I share 5 tips I have refined over the years to lock in a 72% success rate WITHOUT using twisted tactics.

Every agent has ups and downs, but you don't always get to pull from what that agent learned. In this episode, Caleb and I talk about the highs and lows of my last quarter, sharing some golden moments that have helped shape a positive perspective.

Remember those goals you set for yourself at the beginning of the year? Are you already off track? In this episode, Caleb and I will give you the tools to get back on track. Implementing these strategies will even help you do more business than you planned for!

A lot of information goes into prep for our clients but are you saying these 3 things to your clients? In this episode, Caleb and I share some good topics to discuss with clients to help solve their financial goals.

Any agent can increase their numbers by implementing some of the things I've learned over the years becoming a top earner. The question is has your system been perfected? In this episode, Caleb and I share some of the ways I've become successful so that you can see an increase in numbers.

How are your clients affected when the market is down, strategies are down, but rates are up? In this episode, Caleb and I talk about Index allocation and MYGAs and reference episode 167 "Selecting Index Strategies and Renewal Rates".

You don't have to know everything about the financial world to enter this industry. But the quickest way to overcome the knowledge disparity is by learning from an experienced mentor. In this episode, Chad will share some tips he has picked up along the way during his 15+ years in this industry. Implementing these can help shift your personal production and write more business.

Do you feel your personal goals in this business are increasingly difficult to reach due to repeated challenges arising? In this episode, Chad and Caleb continue the conversation of some big pain points and ways to overcome them.

Are you thinking about giving up on this business? Each one of us has hit hard patches in this industry. Have you been able to grow from them or do you still find yourself struggling? In this episode, Chad goes over some pain points he has experienced in this industry and solutions he found to conquer those problems.

I've sold $4.2 million in annuity production this past January. That's more than most agents will do in an entire year. I don't say that to brag but to illustrate the reality that while most agents are easing into the new year, starting strong is possible despite the typical challenges of selling in January. In this episode, Chad will share some of the key factors that led to this production and h...

This year, you may have already accomplished goals, or you may be behind in everything you're doing. Regardless of where you find yourself, how you respond is absolutely critical in determining where you'll end up. In this episode, Chad and Caleb discuss how you should respond if you're behind, how you should respond if you're ahead, and how your response to either scenario will impact your future...

Agents and advisors ask us all the time how they can implement email marketing, and why they should allocate the funds to do it. In this episode, Chad and Caleb explain Why and How you should begin using email marketing to write over 10% more business each year.

It's always a great time to double down and focus on areas where you can grow and improve, but how do you know where to start? In this episode, Chad and Caleb go over 3 areas in which a 20% improvement will more than double your total production in 2022.

Retirees are faced with many unknowns, but two in particular affect their retirement more than anything else. In this episode, Chad and Caleb cover the 2 BIGGEST retirement unknowns and 2 questions you can ask clients to help illustrate the importance of safety and security during their current season of life.