One overlooked aspect of the sales process in our industry is staying in front of clients and leads after the initial call. Data collection and utilizing email drip systems can allow for you to stay top of mind with all clients and leads to ensure they think of you when they are ready to discuss annuities. In this episode, we'll cover why data collection is crucial and the benefits Chad has seen in his drip systems.

We want each and every agent to be able to start the year off strong. In this episode, we'll cover the third of three pillars that you must have a strong understanding, expertise, and execution of this year in order to better help your clients and grow your business.

We want each and every agent to be able to start the year off strong. In this episode, we'll cover the second of three pillars that you must have a strong understanding, expertise, and execution of this year in order to better help your clients and grow your business.

We want each and every agent to be able to start the year off strong. In this episode, we'll cover the first of three pillars that you must have a strong understanding, expertise, and execution of this year in order to better help your clients and grow your business.

In this industry, you have to be an expert to do your job with excellence... but being an expert doesnt mean much if you dont display the confidence in yourself to the client. In this episode, we'll cover the mentality that is necessary to ensure that the client understands you are the right person to help them meet their needs.

As an agent you have a responsibility to ensure that everything about your process is airtight. One of the more overlooked aspects is verifying all pieces of information. In this episode, we'll cover why information verification is so important and how to do so effectively.

Happy New Year! To kick off 2023 we want to tell you how you can write 7 figures of production in the month of January. In this episode, we'll cover 3 things you can do to be well on your way towards 7 figures

Two of the most valuable stats for any agent is appointment rate and closing rate. In this episode, we'll explain how we interpret those numbers in order to improve upon Chad's process.

The best way to start off the new year is to have a plan in place ahead of time. In this episode, we'll cover 3 things you can do now to ensure that you can start off the new year running.

In September we did a Podcast titled "Why choose FIAs when MYGAs are so high?". Since that episode MYGA rates have done nothing but climb. In this episode, we'll re-examine when to use MYGAs and when to use FIAs in today's current market.