Annuity Fundamentals
Annuity Fundamentals | From Health to Wealth
Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our seasoned hosts dissect complexities, offering expert guidance and practical strategies. Learn about annuity types, contract structuring, and thriving in the market. Whether a seasoned pro or beginner, gain valuable insights on regulatory changes, trends, and client needs. Tune in to unlock annuities' potential in transforming your practice and empowering clients toward financial freedom.
Author
Annuity Fundamentals
Category
Podcast website
Latest episode
Sep 5, 2025
Where to listen?
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Episodes
How the Fundamentals Changed My Business 05.09.2025 26:25
On this episode with guest Tyson Louie, we review the systems that change agents' ability to cross-sell solutions and better serve their clients.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo-------------------------...
The System Behind Creating Generational Wealth 29.08.2025 22:09
On this episode with guest Saran Baker, we unveil the secret behind what the wealthiest families in the world have used to create MASSIVE generational affluence. Unblocking Your Path to Wealth with Saran Baker: https://www.youtube.com/@saranbaker----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount...
How to Start Running Workshops 22.08.2025 20:14
On this episode, we review the simple steps to skyrocketing your business through something called: Workshop Marketing----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Annuity Fundamentals p...
The Real Reason You're Struggling To Sell 08.08.2025 29:26
On this episode with guest Rocky Garza, we open up about what agents biggest struggles are holding them back from great success. Got questions for Rocky? Visit https://www.rockygarza.com/confidence----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https:/...
How I sold $40k my first week 01.08.2025 28:23
On this episode with guest Dedra Cheney, we dissect exactly how she made more than $40,000 in her first week in the insurance and financial service industry.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo-----------------...
How to Create SIGNIFICANT Positive Cashflow 25.07.2025 29:55
On this episode with guest Paris Cluff, we rewrite your client's financial story with the proven system to achieve debt freedom and financial indepencence. Ready to get started? Check out: https://pariscluff.com/freebook----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with t...
Discipline VS Consistency - Agents need this more than anything 18.07.2025 29:55
On this episode with guest John Wetmore, we look into how an agent's time could convert into a significant amount of income if used in certain ways. Get a hold of John at https://johnwetmore.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https...
Convert Experience Into a Sales Machine (Stop Buying Expensive Leads!) 11.07.2025 32:07
On this episode with guest Sherri Somers, we're changing the way you speak to your clients. It's time to stop buying expensive leads and turn on your voice to create a sales machine. Check out the Challenge Code with Sherri: https://thechallengecode.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals...
Career in Insurance: Is this the right path for me? (Part 1) 27.06.2025 35:17
On this episode with guest Keith Petersen, we're laying out two totally different routes you can go with your insurance and financial service career. Which path are you on?----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/pro...
Automating Your Business In 2025 27.06.2025 30:49
On this episode with guest Shannon Filing, we're looking into lead automation and outsourcing that you as a business owner should already be implementing in 2025.Get in touch with Shannon by visiting: talkwithshannon.com or https://www.transformationmarketing.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundam...
Medicare Agent Gets $25,000 Bonus 13.06.2025 25:55
On this episode with guest Neal Sherwood, we get a fresh look into how to give yourself that $25,000 bonus you've been waiting for - whether it's Christmas or 4th of July.----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/...
Your Clients May Run Out Of Retirement Income, Unless... 06.06.2025 37:40
On this episode with guest Scott Groskreutz, we're venturing into the land of risk assessment and proper income allocation in retirement. Are you ready? Contact Scott Groskreutz: https://www.sgfinancialandinsurance.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this L...
How to Market Your Insurance Business 30.05.2025 19:04
On this episode with guest Sandra Gebhardt, we lay out the essential marketing strategies every agent should already have in place - yesterday. Contact Sandra Gebhardt: https://sandragebhardt.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://...
Why Many Medicare Agents Don't Last 23.05.2025 24:47
On this episode with guest Katherine Sanneman, we show you what successful Medicare agents do to implement Annuities into their existing business model. Contact Katherine Sanneman: https://agents.farmers.com/ks/wichita/katherine-sanneman/ ---------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Sa...
Stop Cold Calling - Try These Strategies 16.05.2025 35:19
On this episode with guest Marty Becker, we show you a new and unique way to market to your clients - without cold calling and door knocking. Join Marty at the Atlas Annuity: https://atlasfinancialinc.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo:...
The System That Produces Millions In Production 09.05.2025 23:37
On this episode with guest Taylor Riley, we show you exactly the system that produces millions in production for life and health insurance agents and financial advisors. CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com----...
How To Make An Extra $100k This Year 11.04.2025 31:44
On this episode with guest Casey Rees, we break down the key differences insurance agents can make in their business to add 10's of $1,000's more to their annual income. Start your Annuity training at annuityfundamentals.com----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% of...
$2 Million in Life Insurance Premium (As a Single Mom) #51 | Annuity Fundamentals - Health to Wealth 28.03.2025 34:00
On this episode with award-winning, top producer, Ashley Richard, we open up the secrets of writing over $2 million in life insurance premium while navigating family life as a single mother. Contact Ashley Richard: https://trainingbyashley.com/----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount -...
Financial Freedom: The #1 Key You're Missing 28.03.2025 26:51
On this episode with hosts Kylee Mollotte and Ryan Anderson, we explore the key to living the life every agent dreams of obtaining, and what you're missing to get you there. Start your Annuity training at annuityfundamentals.com----------------------------------Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% of...
How I gave myself a $30k bonus #50 | Annuity Fundamentals - Health to Wealth 07.03.2025 25:38
On this episode with Medicare producer, Collin Bingham, we get a taste of what selling Annuity products can do to your income when supplemented with Medicare production. Contact Collin Bingham: https://readysetretire.org/Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.comCRM Discount - Save 40% off with this LeadShop promo: https://www.leads...
Growing an Agency: The Road to Passive Income #49 | Annuity Fundamentals - Health to Wealth 28.02.2025 35:19
On this episode with record-breaking insurance agent, Jessi Park, we walk through the process of going from $65,000 in debt (as a single mom) to growing an agency empire of over $150,000,000 in premium. Contact Jessi Park: https://www.jessipark.com/book-discovery-call Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40...
State's Top Agent Explains Sales Process #48 | Annuity Fundamentals - Health to Wealth 21.02.2025 31:53
On this episode with Idaho's Top insurance agent, Aaron Flake, we dive into the sales process that only the wealthiest and most successful of agents truly implement. Contact Aaron Flake: https://aaronflake.com/contact-us Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www....
Client Referrals - How to Create Referral Systems #47 | Annuity Fundamentals - Health to Wealth 14.02.2025 24:09
On this episode with insurance agent, Michelle Mitchell, we break down the referral methods that keep cash flowing month after month. Are you getting referrals? This is for you. Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ----------------------------...
The Checklist for Choosing the Right IMO #46 | Annuity Fundamentals - Health to Wealth 07.02.2025 34:24
On this episode with insurance agency executive, Greg Piorkowski, we discuss the MOST CRITICAL characteristics of an agency and insurance marketing organization to guarantee an agent's success. To contact Greg, message or call: 269-910-0764 Learn more about Summit Life Group: https://summitlifegroup.com/ --------------------------------- Ready to level up your Annuity sales language? View availabl...
The Key Aspects Your Client Introduction Is Missing #45 | Annuity Fundamentals - Health to Wealth 31.01.2025 34:04
On this episode with Global Credibility Expert and 2x TEDx speaker, Mitchell Levy, we unveil the secrets of building clarity and credibility within your personal introductions to your clients. To contact Mitchell, visit https://mitchelllevy.com/ Watch Mitchell's Tedx Talk "We are Losing Our Humanity and I’m Tired of Watching it Happen" - https://youtu.be/Ge2zZhk766o?si=pcFqtSMEufvbh_na -----------...
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