Annuity Fundamentals

Annuity Fundamentals | From Health to Wealth

Business EN ↓ 67 episodes

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

Business

Podcast website

annuityfundamentals.com

Latest episode

Sep 5, 2025

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Episodes

Annuities, Which Type Does Your Client Need? #17 | Annuity Fundamentals - From Health to Wealth 24.07.2024

On this episode with Scott Groskreutz, we compare the difference between increasing and level Annuities and when might be appropriate applications for each. Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join our Facebook group, a commu...

What it takes to sell Annuities, Explained #16 | Annuity Fundamentals - From Health to Wealth 17.07.2024

On this episode with Bryan Anderson, we explore alternatives to buying leads and organic marketing strategies. Watch or Listen to Bryan Anderson: https://www.youtube.com/@Annuitystraighttalk Contact Annuity Straight-Talk: https://annuitystraighttalk.com/ Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org...

Master Annuities with these Simple Steps #15 | Annuity Fundamentals - From Health to Wealth 10.07.2024

On this episode with Grace Nicholson, we break down the importance and power of a holistic approach to marketing insurance. Contact Grace Nicholson: https://akamaiadvisors.com/contact/ Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join...

How I grew an agency without buying leads #14 | Annuity Fundamentals - From Health to Wealth 05.07.2024

On this episode with Joyce Garcia, we reveal the secret sauce of growing a successful agency without buying leads. Contact Joyce Garcia: https://www.legacyensuredgroup.com/ Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join our Faceboo...

Replacing Your Client's Annuities #13 | Annuity Fundamentals - From Health to Wealth 26.06.2024

On this episode with Scott Groskreutz, we break down how to handle a client situation where they already have an annuity. Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook...

The Most Effective Marketing Strategy for Medicare & Life Agents #12 | Annuity Fundamentals 19.06.2024

On this episode with marketing expert Angel Cortes, we unfold the secret sauce to breaking away from the daily grind of cold calling unqualified clients and leads. Looking for a CRM and workshop marketing house? Check out LeadShop.org and text LIFETIME15 to 844-741-5323 for an exclusive 15% off FOR LIFE with the LeadShop Starter Plan. ---------------- Check out available classes and courses on ann...

Integrity Partner Explains 5 Crucial of Selling Insurance #11 | Annuity Fundamentals - Health to Wealth 13.06.2024

On this episode with Integrity Partner Jamie Chirio, we lay out the 5 critical components every insurance agent must have to develop a breakthrough business. Jamie Chirio IG: https://www.instagram.com/jamie_chirio/ ---------------- Check out available classes and courses on annuityfundamentals.com Looking for a CRM and workshop marketing house? Check out LeadShop.org and text LIFETIME15 to 844-741...

The 3 Most Important Questions To Ask Your Client #10 | Annuity Fundamentals - Health to Wealth 06.06.2024

On this episode with John Carter, we breakdown the three most important questions you should ask every client. Learn more about the Flexmethod and how to maximize passive income, protection, and legacy benefits: https://theflexmethod.com/ Contact John Carter at (208) 593-2617 or johnc@desertrosecapital.com Partner with Desert Rose Capital Management: https://www.desertrosecapital.com/ ------------...

How To Double Your Income As An Agent #9 | Cody Askins X Annuity Fundamentals - Health to Wealth 01.06.2024

On this episode with Cody Askins, we break down how life and health agents can easily double their income, adding an extra $70,000/year selling annuities to existing clients. Book A Call with Cody: https://codyaskins.com/call/ Would you like to learn more about Cody Askins and what his companies do? Go to: https://codyaskins.com/ Original Podcast: https://www.youtube.com/watch?v=U2QaqG3MLU8 ------...

The Best Way for New Agents to Market Themselves #8 | Annuity Fundamentals - From Health to Wealth 29.05.2024

On this episode with guest Mike Dudley from Aegis Financial, we break down the best ways for a new agent to market their business and break into the Annuity space. Contact Mike Dudley at Aegis Financial Mike@aegisfinancial.com Cell: 303-801-8791 Office: 888-758-7305 Check out available classes and courses on annuityfundamentals.com Looking for a CRM and workshop marketing house? Check out LeadShop...

Retirees BIGGEST Mistakes w/ Their Assets #7 | Annuity Fundamentals - From Health to Wealth 22.05.2024

On this episode with Scott and Dr. Wade Pfau, we discuss how not only retirees' income changes in retirement, but also their asset distribution and the biggest mistakes they make with risks in retirement. After listening, you and your clients will view retirement more different than you ever have before. Check out available classes and courses on annuityfundamentals.com Looking for a CRM and w...

Selling Annuities: The Three Keys #6 | Annuity Fundamentals - From Health to Wealth 15.05.2024

On this episode with Ryan and Kylee, practice implementing the three keys that open the door to a seamless transition from health to wealth products. You think you can apply what they teach? Most agents will never understand these critical fundamentals. Change your mindset, language, and practices starting with the steps taught here. Check out available classes and courses on annuityfundamentals.c...

This Product MUST Be In Your Toolbox #5 | Annuity Fundamentals - From Health to Wealth 11.05.2024

On this episode with guest Troy Briggs, dive into a premier product that's taking retirement plans to the moon. Also in this episode, we break down how critical the relationship between agent and carrier can be to significantly increasing production. Check out available classes and courses on annuityfundamentals.com Looking for a CRM and workshop marketing house? Check out LeadShop.org and tex...

Your Greatest Expense is Your Fear #4 | Annuity Fundamentals - From Health to Wealth 01.05.2024

On this episode with guest Ryan Merrill, we uncover and rebuttal the greatest fears stopping agents and advisors from increasing their income. Check out available classes and courses on annuityfundamentals.com 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe &...

5 Things Your Sales Introduction Needs #3 | Annuity Fundamentals - From Health to Wealth 24.04.2024

On this episode with guest James Case, we cover the crucial elements every agent and advisor needs in their sales introduction. Check out available classes and courses on annuityfundamentals.com 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe & Turn on Notifi...

I made more in ONE DAY than ALL last year #2 | Annuity Fundamentals - From Health to Wealth 05.04.2024

On this episode with guest Doug McDermott, we discuss how annuity enrollments can significantly multiply your income as an agent and advisor. Check out available classes and courses on annuityfundamentals.com 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/3333247796887188/?mibextid=uJjRxr 🔔 Subscribe &...

How I Learned Annuity Fundamentals #1 | Annuity Fundamentals - From Health to Wealth 05.04.2024

On this episode with guest Doug McDermott, we go back in time to paper, half-sheet enrollment applications, cross street directories, and the beginning of what came to be Annuity Fundamentals. Check out available classes and courses on annuityfundamentals.com 💬 Join the Discussion: Join our Facebook group, a community of developing and high-performing producers: https://www.facebook.com/groups/33...

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