7 Figure Annuity Sales

Since 2014 Chad's best quarter has always been the 4th quarter. In this episode, we'll talk about Chad's approach to the 4th quarter and how you can implement his strategies into your own business.

In every profession there are a few things that you MUST be excellent at in order to do your job effectively. In this episode, Chad and Caleb will cover the two areas you must ace in the annuity industry.

Since Chad started in the annuity business in 2008 he has seen his annual production increase by 457% while his lead budget has only increased by 340%. He's writing more business while spending less time and less on leads per deal. In this episode, Chad and Caleb will dive into what Chad has learned over the years in the business and how you can implement that precisely in your own business.

Most agents (who don't focus exclusively on annuities) have opportunities where they could help the client and grow their business if they took advantage of cross-selling annuities. In this episode, we'll cover when and how to cross-sell annuities.

The final episode of a 3 week series. So far we've covered the current market landscape and how annuities impact that market. In this episode, we'll cover the common objections retirees have with annuities and how to overcome them.

Last episode we covered the current market landscape. In this episode, Chad and Caleb will dive into how annuities specifically fit into the market and the lasting impact they have for retirees.

The current market landscape is something that everyone should be aware of. In this episode, we'll cover the current market and how its impacting retirees.

Resting is something that Chad finds incredibly invaluable. Without rest he doesn't think he would be capable of producing the numbers he does. When you add it all up he would say that he spends a quarter of every year "retired". In this episode, Chad and Caleb will discuss how he accomplishes this and the reasoning behind it.

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