7 Figure Annuity Sales

This is one of the most case by case areas of annuity sales…certain situations may incline you to push for a replacement on the line, and still others that could easily be replaced may not be the best thing for the client. In this episode, we'll cover all things related to the good and bad of replacing annuities.

In this weeks episode, we'll discuss some of the issues with banks and then dive into bank sponsored index strategies and how both of these topics apply to the annuity industry and your clients.

The first quarter is coming to a close and in this weeks episode, we'll discuss some challenges Chad has faced so far and a few potential solutions moving into the second quarter.

Last week we discussed income riders, and why the fees shouldn't scare you. This week we're discussing the "free" method of guaranteed lifetime income, and why it often costs more than rider fees.

In this episode, we'll build a case for using income riders in the first place, and then we'll handle the biggest income rider objection - the fee.

Fixed Account Rates, pars, caps and spreads are strong. In this episode, we'll cover index allocations and their place in the current rate environment.

In this episode, we'll deep dive into the current market conditions surrounding the NASDAQ, DOW, etc. and then explain how annuities fit into the current financial climate.

In this industry there are unfortunately agents who act in their own self interest, rather than doing what's best for the client. In this episode, we'll discuss the lessons that can be learned from Chad's interaction with an agent that was doing just that.

Every client is different and unique, but generally, clients fall into 4 basic needs categories. In this episode, we'll cover those 4 categories and how to best serve each client in their specific areas of need.

In this industry there are many different options for agents to choose from when it comes to an IMO. In this episode, we'll break down what to look for when selecting your IMO and what should be your make or break bottom lines.