One of the most crucial parts to helping a client is selecting the product that is best for their situation. But how do you know which product to choose? In this episode, we'll cover 4 ways to ensure that you are selecting the right product for your client.

We've had an increasing number of agents talking about clients wanting MYGAs right now, but why do FIAs still have a place? In this episode, we'll cover the different times when you should be selecting a MYGA vs. a FIA

Referrals tend to be one of the least common methods of finding leads but one of the highest converting. Regardless of lead budget and availability a referral is always one of the strongest ways to expand your client base. In this episode, we'll cover 3 ways to obtain referrals after helping your existing clients.

Fishing is a lot like the annuity business. You can put in a lot of time, energy, resources and effort, and still not have the success you want to have. In this episode Chad will talk about his recent Alaskan Fishing Trip and the lessons he learned that can be applied to both life and business.

When a client wants something that isn't actually the best solution for their problem, the temptation can be to comply in order to get a quick and easy deal done. In this episode, we'll talk about the issues with following through on their request and your responsibility as the expert to ensure you help the the client the best way possible.

With the rise of Zoom we have seen more and more clients requesting a switch towards virtual appointments. In this episode, we'll cover the pros and cons of both virtual and in person appointments and explain which type of appointment is best for you!

One of the most common objections you will hear when trying to schedule an appointment with a client is "Just send me the information." In a world where technology allows us to have information in front of us right away many people will say this. As an expert in your field it is your responsibility to not only overcome this objection but help the client understand why you doing what they ask would only hurt them. In this episode, we'll teach you how to overcome this objection and schedule the appointment

Recently we had a conversation with an agent who was down on themselves for the lack of production despite a high lead cost and maximum effort. In this episode, we want to encourage any agent right now who is feeling the affects of a down summer and how you tweak your process in the midst of uncertainty.

Summertime is usually a down period in our industry. You can expect a reduced lead flow, answer rate on calls, and appointment rate, but there still are people who need help! In this episode, we'll cover how to navigate the summer to still ensure a productive season of business.

Your lead budget is one of the most important aspects of your business. Ideally we want to get to a point where you have a surplus of leads that you can build up so that when the lead flow slows down you have a bank of them ready to go. In this episode, we'll cover 6 things you need to be doing to go from a small budget to a lead surplus.