AnnuityProducers.com

In this episode, we break down Wichita National and why more agents are starting to pay attention to them. From top-of-market MYGA rates to faster processing and real support, this conversation covers what actually matters when choosing a carrier. If you’ve ever dealt with slow underwriting, confusing processes, or lack of communication… this one hits home. We also talk about where the annuity space is heading and what’s coming next from Wichita.Therese Rothenberger (580)357-6364https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoomhttps://www.annuityproducers.com/livezoom Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Roy breaks down one of the most misunderstood parts of annuities: income rider fees. Learn how these charges are calculated, why some “1% fees” aren’t as simple as they sound, and how to properly explain them to clients. Great episode for agents and retirees alike.https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoomhttps://www.annuityproducers.com/livezoom Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Many agents think selling annuities is about mastering caps, participation rates, and product mechanics. In reality, the most successful producers focus on something much simpler: understanding the client.In this episode, we discuss why annuities are not right for everyone, how the 10-3-1 rule works in real sales conversations, and why relationship-based selling consistently outperforms transactional approaches.You'll also learn why overexplaining annuity mechanics can actually hurt your credibility and how keeping things simple often leads to better results with clients.If you're working to grow in the annuity business, this episode breaks down the mindset and approach used by top producers.https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoomhttps://www.annuityproducers.com/livezoom Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

When clients consider moving retirement savings into an annuity, trust becomes everything.In this episode, Roy Snarr explains how credibility can make or break an annuity producer’s business. Prospects will almost always search your name online before deciding whether to meet with you, and the results they find can influence their decision immediately.Roy walks through the simple credibility strategy he has spent years developing. From Google Business profiles and websites to social media presence, professional designations, and media exposure, these credibility signals help position you as a trusted expert before the first conversation even begins.If you want to grow your annuity practice and stand out in a crowded industry, this episode breaks down the foundational steps every agent should take. Learn more about training and upcoming events atAnnuityProducers.comhttps://www.annuityproducers.com/live-event-2026https://www.annuityproducers.com/livezoomDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

In this episode of Annuity Producers, Roy sits down with Dr. John Terry from Legacy Marketing Group to talk about something most agents rarely see: how annuity products are actually designed.Legacy has spent more than three decades creating fixed index annuity products for major insurance carriers like Americo, Ameritas, The Standard, and Western & Southern.In this conversation we discuss:• How annuity products are developed• Why many agents miss sales opportunities• The advantage of working with multiple carriers• Strategies for helping conservative retirement clients• New product innovations in the fixed index annuity spaceIf you’re an insurance agent looking to grow your annuity business, this episode gives a behind-the-scenes look at the product design side of the industry and how those tools can help you serve clients better. To learn more about Legacy Marketing Group visitlegacynet.comSubscribe for more annuity training and insurance agent strategies. https://www.annuityproducers.com/livezoom https://www.annuityproducers.com/live-event-2026 Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

A lot of agents say they want to focus on annuities… but most skip the step that actually makes them successful.In this episode, we break down why jumping straight into annuity sales without a foundation leads to frustration, and what you should be focusing on instead.From understanding basic financial concepts to using Social Security and Medicare as natural conversation starters, this is the real path to building a long-term career in annuities.If you're serious about growing in this space, this is where it starts.👉 Want to go deeper? Check out our full training and resources below. https://www.annuityproducers.com/livezoom https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/00:00 Why agents want to go all-in on annuities00:16 Why it doesn’t work right away00:42 The foundation every agent needs01:04 Why annuities are harder to sell01:40 The basics you must learn first02:19 Why you need to self-educate02:56 Why knowledge builds confidence03:13 Understanding financial basics03:55 How the industry actually works04:17 Why Social Security matters05:01 Better way to start conversations05:37 Finding gaps in retirement plans06:01 Why annuities solve income gaps06:26 Why annuity commissions are higher07:05 Low barrier to entry explained07:38 Why most agents fail early08:00 What to study first08:40 How to build trust with clients09:15 Learning through practice09:53 Real timeline to success10:29 No shortcuts in this business10:57 Final advice for new agentsDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Are online leads actually worth it… or just a waste of money?In this episode, we break down what’s really happening behind the scenes when it comes to online leads — from first contact to closing the deal. You’ll hear what most agents are doing wrong, why follow-up makes or breaks your results, and how a simple shift in approach can completely change your pipeline. We also talk through real numbers, real expectations, and why consistency beats chasing the “perfect” lead every time. If you’re an agent looking to get more out of your leads and build something predictable, this is worth the listen.Want more training for agents? Check out Annuity Producers for free Thursday training calls and live eventshttps://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom00:00 Intro and guest background00:40 Why online leads matter01:40 Why most agents quit too early03:20 Online leads vs other marketing strategies05:10 Why agents think leads don’t work07:15 The follow-up difference08:40 Step-by-step lead process10:00 Speed to contact matters11:10 What to say on calls and voicemails13:20 Using video to stand out15:10 Why annuity leads are tougher16:30 Building trust with prospects17:30 In-person vs remote conversations18:30 What leads really cost19:20 Why “dead leads” aren’t dead22:00 Long-term follow-up strategy23:10 Real comeback story from a lead24:50 One deal can change everything25:45 Training and next steps Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Annuities can look simple on the surface… but the details behind caps, participation rates, and renewal structures make a huge difference in long-term results. In this episode, Roy sits down with longtime industry veteran Paul Garofoli, often known as the “King of Annuities,” to talk about how the annuity industry really works. They discuss why carrier strength and renewal rate integrity matter, how agents should evaluate annuity products, and why many advisors misunderstand how illustrations and growth projections actually play out over time. They also explore a growing opportunity many agents overlook: using annuities for legacy planning and enhanced death benefit strategies. If you’re an insurance agent working with retirement clients, this conversation breaks down several key ideas that can help you better understand annuity design and long-term strategy.https://www.standard.com/ https://www.annuityproducers.com/livezoom https://www.annuityproducers.com/live-event-2026Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Understanding the basics of annuities is essential if you want to help people protect and grow their retirement savings.In this episode, we break down one of the simplest types of annuities: MYGAs (Multi-Year Guaranteed Annuities). These fixed-rate annuities allow you to park money with an insurance company and lock in a guaranteed interest rate for a specific period of time.We discuss how MYGAs work, how interest is credited, the difference between simple and compound interest, and why comparing carriers is critical before choosing a contract.You'll also learn about tax-deferred growth inside annuities, death benefit considerations, withdrawal rules, and how many advisors use MYGA laddering strategies to manage interest rate changes over time.If you're an insurance agent learning annuity fundamentals or someone researching retirement strategies, this episode walks through the core concepts in a simple and practical way.https://www.annuityproducers.com/https://www.annuityproducers.com/livezoomDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Most annuity leads don’t fail because they’re “bad.”They fail because they’re unfiltered… or they’re not worked properly.In this episode, Roy sits down with Michael McMillan, President of Financialize, to break down what makes phone-verified annuity leads different — and why serious agents are seeing 26–34% short-term conversions and even higher long-term results when they stay consistent.We talk about:• What real lead verification looks like• Why most agents quit after 2 attempts (and how that kills production)• The 5-minute follow-up rule• How to revive old leads sitting in your CRM• Why December is a power month for front-loading production• The story of an agent who turned $500 into a $14M annuity year If you’re trying to scale your annuity business and build something consistent — not seasonal — this episode will shift how you think about marketing and reinvestment.🔗 https://www.financialize.com/ 🔗 https://www.myleadrevival.com/ 🔗 https://www.annuityproducers.com/live-event-2026Key Topics Covered:00:00 Why phone-verified leads matter04:00 The 5-point verification process08:00 Real conversion numbers11:00 Long-term follow-up strategy15:00 Lead Revival explained17:00 The $500 startup story20:00 Why annuity leads cost more (and why that’s okay)22:00 The massive opportunity in the aging advisor marketDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Index annuities can look incredible on an illustration — but how do they actually work?In this episode, we break down the mechanics behind cap rates, participation rates, renewal rate integrity, and why certain index strategies can produce eye-catching projections that don’t always hold up long term.You’ll learn: • The difference between cap rates and participation rates• Why renewal rates matter more than most agents discuss• How excess return and lesser-known indexes can inflate illustrations• Why consistency often beats flashy projections• How to properly set client expectationsWhether you're an insurance agent or someone evaluating retirement strategies, this episode will help you better understand how index annuities function in the real world. Education matters. Expectations matter more.Agents: Check out Annuity Producers for live training and national events. 🚀 🔗 https://www.annuityproducers.com/ 🔗 https://www.annuityproducers.com/livezoom 🔗 https://www.annuityproducers.com/live-event-2026Consumers: Reach out if you’d like help finding a vetted fiduciary-focused advisor. 🤝 🔗 https://www.snarrinsurance.com/Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

In this episode, Roy sits down with Dr. Amanda to break down how insurance and annuity agents can use YouTube as a long-term lead engine — without paid ads or complicated setups.They talk about:• Why YouTube works differently than social media• How educational content builds instant trust• Creating evergreen videos that bring in leads while you sleep• How often agents actually need to post• Simple systems for turning viewers into booked appointmentsIf you’re an insurance agent tired of chasing leads and want a scalable, authority-based strategy, this conversation lays it out clearly.https://www.retirementsolutionsfinancial.com/retirement-income-schoolhttps://calendly.com/rsf-dramanda/initial-consultationhttps://www.annuityproducers.com/live-event-2026Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Most insurance agents know they should be using social media — but very few know how to use it effectively.In this episode, Roy Snarr sits down with David Denning of Jumpstart Go to break down what actually works when it comes to organic social media for insurance agents. They talk about why polished content often underperforms, how agents can stop overthinking social media, and how relationships — not chasing leads — drive real production.You’ll learn how agents are using simple, imperfect content to build trust, attract referrals, and grow their business without paid ads or spending hours online.If you’re an insurance agent who wants more visibility, more inbound opportunities, and a smarter approach to social media — this episode is for you.00:00 – Why Agents Avoid Social01:10 – Purpose of Social Media02:25 – Organic vs Paid Ads03:34 – Imperfect Content Wins05:01 – Ad Blindness Explained06:30 – Best-Performing Content08:11 – Social Is the New Town09:29 – Best Platform for Agents10:14 – 80/20 Content Rule11:38 – Selling Too Early13:07 – Engagement Drives Reach14:36 – Profiles vs Pages15:11 – Why Links Hurt Reach16:50 – Fast Content Creation18:18 – Referral Growth Strategy20:28 – Hidden Referral Partners22:04 – Long-Term Growth Mindset24:36 – How to ConnectDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Most agents completely overlook reverse mortgages—and that’s a mistake.In this episode, Roy Snarr sits down with reverse mortgage expert Michael Standard to break down:    •    Why reverse mortgages can be a massive trust builder         •    How seniors use home equity for tax-free income         •    The real rules (and myths) around today’s reverse mortgages         •    Why this strategy pairs so well with annuities, Roth conversions, and LTC planningIf you’re serious about becoming a well-rounded advisor in the annuity space, this is a conversation you need to hear.Links to Michael’s training and resources are below 👇https://heroloansllc.comLong Term Financial PlanningHero Loans LLC Michael Standard Sr. Mortgage [email protected] Tag an agent who should be thinking bigger about retirement planning.00:00 Why agents overlook reverse mortgages01:00 The trust play most advisors miss02:05 Michael Standard’s background & credibility03:20 The real retirement income gap04:00 Senior home equity stats you need to know05:58 Why reverse mortgages changed after 201707:06 How reverse mortgages actually work today09:00 What happens to the house & heirs11:15 Underwriting made simple (“cat food rule”)12:49 Using equity for LTC, Roth conversions & leverage16:00 How wealthy families use this strategy18:22 Costs, FHA rules & who qualifies21:20 How agents should apply this in fact-finding23:00 Final takeaways for annuity agentsDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Most insurance agents know they should market—but very few stay consistent long enough to actually win. In this episode, Roy Snarr sits down with Luke Acree , president of  @Remindermedia  , to break down a concept every agent needs to understand: the Frequency Illusion. If prospects feel like they “see you everywhere,” they’re far more likely to trust you—and choose you—when the time comes to make a decision. In this conversation, you’ll learn:    •    Why consumers choose the most familiar agent, not the “best” one    •    How consistent visibility builds trust without sounding salesy    •    Why transactional marketing turns prospects off    •    How print, digital, and social work together to keep you top of mind    •    Why relationship marketing beats chasing cold leads every time    •    How referrals naturally increase when you focus on value instead of pitching This is especially powerful for agents working in annuities, Medicare, Social Security, and retirement planning, where timing matters and trust is everything. 👉 Learn more about Reminder Media here: remindermedia.com/annuityproducers👉 Subscribe for more real-world strategies from top producers👉 Join our Thursday live training calls https://www.annuityproducers.com/livezoomDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Seminars still work — and the numbers prove it. In this episode, Roy Snarr and Ryan Bartels break down why educational workshops remain one of the most effective ways for annuity producers to build trust, book appointments, and scale their business. Ryan shares how he went from construction to writing $8.7M in annuity premium using consistent seminars, plus what most agents get wrong when they try workshops for the first time. This episode is for agents who want clients coming to them — not the other way around. Learn more at: https://www.teamsnarr.com/bootcampDisclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

Most agents say “online leads don’t work” when really… their BRAND doesn’t work. 🙃 In this episode, Roy sits down with Tim from Advanced Agent Marketing to break down how top producers:• Move from $50/mo final expense to $500k+ annuity cases 💰• Use Google, LinkedIn, reviews & content to look legit (not like a side hustle)• Pay more per lead, talk to fewer people, and still write way bigger business• Stack strong sales skills on top of high-quality, pre-framed annuity leads If a prospect Googles you right now… would you look like someone they’d move their life savings to? 👀Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.

I had the pleasure of being a guest on the Medicare Masterclass Podcast, hosted by the amazing Rob McAfee, along with the insightful Jesse Dryer. We dive deep into my journey in the insurance industry, focusing on annuities, long-term care, and life insurance. Whether you're an insurance professional or just interested in financial planning, this episode is packed with valuable insights! 📈💼 In This Episode: 🔍 Introduction to My Background: Learn about my journey as an asset protection specialist, and how our firm focuses on helping clients with annuities, asset-based long-term care, and life insurance. 📖 Personal Story: I share a life-changing event from my childhood that motivated me to enter the insurance industry, highlighting the importance of financial planning and protection. 🚀 Career Journey: Discover how I transitioned from selling life insurance to specializing in annuities, overcoming numerous challenges along the way. 🏗️ Building a Successful Business: Insights into how I rebuilt my business after moving to Texas and the strategies that helped us become one of the top annuity production agencies in the country. 🎓 Snarr Agent Academy: Learn about the training platform I developed with my partner Garrett to help other insurance agents succeed, offering comprehensive education and support. 🤝 Partnership Program: How our unique partnership program benefits Medicare agents by allowing them to offer additional financial products without diluting their focus. 📢 Effective Marketing Strategies: Tips on using video, email templates, and other marketing strategies to engage clients and grow your business. 🎯 Specialization in Insurance: The importance of focusing on specific areas within the insurance industry to provide the best service to clients. 👥 Hiring Financial Services Specialists: Advice from Jesse Dryer on finding and hiring specialists to join your team and enhance your service offerings 📚Educating and guiding agents at AnnuityProducers.com 🧑‍🎓 Welcome to Annuity Producers! 🌟 On this channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬This video is not intended to give any specific financial advice, it's just information only. Also consult with your Tax, Financial and legal professionals for any specifics needs you may have. The content in the video is my opinion and the opinion of others only! I am/we are not endorsed by or work for any government agency. I am not providing tax, legal or financial advice. ❤️ For more content like this follow on: Website 🌐 annuityproducers.com Instagram 📸 @annuityproducers TikTok ⏰ @annuityproducers Facebook 🤠 @annuityproducers YouTube ▶️  @roysnarr

Welcome back to AnnuityProducers.com! Today, we have a special guest, ‪@CodyAskins‬ , a top expert in the insurance world. Get ready for a power-packed session where we reveal secrets to generating consistent, high-quality annuity leads. Highlights: Lead Consistency: Why keeping a steady flow of leads is crucial, even during holidays! Annuity Leads Strategy: Cody's proven methods for getting top-notch annuity leads. Marketing Mastery: Key insights into effective marketing and product knowledge. Workshops & ROI: How Roy turns workshops into big returns. Educational Tips: How to establish credibility and generate leads by teaching classes. Key Takeaways: Consistency is key to success. Invest in quality leads for better results. Combine marketing and product knowledge for maximum impact. Use workshops and transparency to build client trust. 📚Educating and guiding agents at AnnuityProducers.com 🧑‍🎓 Welcome to Annuity Producers! 🌟 On this channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬This video is not intended to give any specific financial advice, it's just information only. Also consult with your Tax, Financial and legal professionals for any specifics needs you may have. The content in the video is my opinion and the opinion of others only! I am/we are not endorsed by or work for any government agency. I am not providing tax, legal or financial advice. ❤️ For more content like this follow on: Website 🌐 annuityproducers.com Instagram 📸 @annuityproducers TikTok ⏰ @annuityproducers Facebook 🤠 @annuityproducers YouTube ▶️ @roysnarr

Hey everyone! Roy Snarr here from annuityproducers.com , and I'm excited to be joined today by Nate Self from Gilico Guarantee Income Life. We're diving into the world of annuities and what makes Gilico stand out. Here's what Gilico brings to the table: - 💰 Competitive rates and growth components - 🔍 Fair renewal rates and clear policies - 🌟 Unique features like income riders with full benefits for spouses Gilico's products also include: - 📈 Fixed account guarantees - 🔄 Minimum renewal rates that benefit annuity investors Whether you're new to annuities or a seasoned pro, Nate and I are here to show you why Gilico is leading the way in the annuity industry! 🌊📚Educating and guiding agents at AnnuityProducers.com 🧑‍🎓 Welcome to Annuity Producers! 🌟 On this channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬This video is not intended to give any specific financial advice, it's just information only. Also consult with your Tax, Financial and legal professionals for any specifics needs you may have. The content in the video is my opinion and the opinion of others only! I am/we are not endorsed by or work for any government agency. I am not providing tax, legal or financial advice.  ❤️ For more content like this follow on:        Website 🌐 annuityproducers.com        Instagram  📸 @annuityproducers        TikTok ⏰  @annuityproducers         Facebook 🤠 @annuityproducers        YouTube ▶️  @roysnarr

Val Majewski and I discuss how he struck gold in the federal market and the power of niches when selling annuities🔥

🎤 Join me, Roy Snarr, and my friend @peterjfournier8186 for an insightful discussion on annuities, life insurance, and Medicare! 🔍 Discover Pete's journey from mortgage protection to becoming a successful annuity specialist, scaling his practice along the way. 🌟 In this conversation, we dive into: - The incredible potential of annuities for retirees - Practical strategies for agents to navigate the annuity space - Leveraging existing client bases and hosting educational seminars 💼 Whether you're new to the industry or looking to enhance your practice, this conversation provides actionable insights to better serve your clients and grow your business. Don't miss out on this deep dive into the world of annuities and financial planning! Tune in now! 🚀annuityproducers.com

Welcome to Annuity Producers! 🌟 On my channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬 📚Educating and guiding agents at AnnuityProducers.com 🧑‍🎓