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7 Figure Annuity Sales — 354 episodes · page 1 of 4
How to Know When Replacing an Annuity Actually Makes Sense
Why Pushing Back on Clients Actually Closes More Business
Cap Rates vs Participation Rates: A Simple Way to Decide
How to Win Annuity Cases Against Competing Agents & Advisors
How Taking Responsibility Can Transform Your Sales Career
3 Questions That Will Transform Your Annuity Sales Appointments
How to Succeed in Annuity Sales When Life Gets Tough
The Simple Index Strategy That Wins Clients
The 4 Hidden Skills That Make Top Annuity Producers Successful
Finish the Year Strong: Why You Shouldn't Coast Into the Holidays
How To Address Inflation With Annuities
How The Federal Reserve Rate Cut Affects The Annuity Industry
Why Getting to the Root of Client Needs Matters
Why HOW You Do It Matters More Than WHAT You Do
How to Connect With Clients at a Deeper Level
9 Ways to Build Credibility With Clients
How to Weather Life's Storms While Building Your Annuity Business
The Two Crucial Mistakes Annuity Agents Make With Leads
How Much Do Annuity Leads Really Cost in 2025?
What I Wish I Knew Before Selling Annuities
You Are Trying To Do TOO MANY Things With One Annuity Product
Everything You Need To Know About Index Strategies
What They Don't Tell You About Annuity Bonuses!
Why Top Agents Leverage Technology
Becoming an Expert is the BARE MINIMUM
High character will create success in the annuity industry
The Importance of Tracking Your Numbers and Roth Conversions
Don't ignore the impact of the product carrier when fact finding
Work for Legacy, not Instant Gratification
2025 Market Forecasts
Observations from an Annuity Agent in the field
Success Is Not Easy
Do You Actually Know Your Insurance Products?
Is your FMO bringing value to you?
Laziness is the Biggest Killer of Dreams
Updates to the Fact Finder
How to Tackle 2025 in the Annuity Business
Talking Points With Clients Who Love The Market
The Commonalities of Elite Producers
Don't Do These 3 Things When Selling Annuities
Best Q4 Practices
Getting Business Issued: Pending Business Process
3 Strategies To Improve Your Appointment Process
How To Increase Production With Decreased Lead Flow
How To Handle Falling Rates When Selling Annuities
How To Create A Repeatable And Scalable Sales Process
The Psychology Of Choice
How Important Is Index Crediting On Income Cases?
Presence = Productivity
Switching From Face To Face to Virtual
3 Ways to Invest in Your Annuity Business
The Common Resistances To Using Annuities With Retirees
Selling Annuities In The Summertime
All Things Commission
A Reminder About Retirement Unknowns
Selling Annuities From A Worst Case Scenario
Healthy Body, Healthy Mind, Healthy Soul = Healthy Business
Interest Crediting Index Strategies
Understanding the DOL Rule and Its Impact on Agents
Chad Doing Virtual Appointments!?
Current Annuity Market Conditions
Replacing An Annuity
Index Strategies, Crediting, and Allocation
Best Practices for Selecting Products and Carriers
Annuities for Income vs. Accumulation
3 Talking Points With Retirees
Communicating The Risks and Benefits of Annuities
The Three Pillars Of Annuity Sales Success
Selling Annuities Virtually
Index Allocation in 2024
Legacy Planning With Annuities
Selling Annuities in a Rate Drop Environment
The 5 Main Product Selection Criteria
Using Income Riders, Asking Questions The Right Way
Annuity Industry Forecast For 2024
Lead Generation Strategies for 2024
How to Have a Seven Figure January
Bonus Annuities - The Good, The Bad, The Ugly
End Of Year Marketing Strategies
The Art Of Closing
Do FIAs Still Have A Place In A High Rate Environment?
How To Word Important Client Questions
Cross-Selling Annuities with Life Insurance Leads
5 Things Your IMO Should Be Doing For You
The Do's and Don'ts of FIAs
Income Riders... Are They Worth The Fee?
How to Handle "Just send me the information" Objection
MYGA's and FIA Index Allocation In High Interest Rate Environments
Breaking Down Different Types Of Crediting Methods
Why The "Nice" Agent Rarely Makes It
The Subconscious Mentality of Chad's Process
Why You Shouldn't Overinflate Illustrations
Determining Increasing Income vs. Level Income
5 Ways to Take Advantage of the Halo Effect in Your Business
Determining Guaranteed Income vs. Accumulation
How To Leverage The Golden Age Of Annuities
A Day Of Analogies
Tips for improving an already working sales process
How to Replicate a Proven Sales Process
What Annuity Agents Do WRONG