For the record, this is NOT an advisory podcast. This is purely opinion. Chad often calls Brokers "Bookies".

In this episode, we'll explain why Chad makes that comparison as well as detailing how we feel the things ought to be handled for the clients benefit.

Whether you have a small case size or a large one, there are a few tried and true ways to increase your average case size.

In this episode we are going to cover the due diligence required when your case size is small and the process required when it grows!

Branding is one of the most overlooked aspects of our industry. It's what makes your business recognizable and memorable. Strong branding should only reinforce the quality and care that you offer.

In this episode, we discuss how important branding is and how it can help be a key difference maker in getting deals done.

Trying to develop a strategy that covers all areas of your business can feel daunting.

In this episode, we'll discuss how you can effectively plan your call times and appointment scheduling, email marketing strategy, branding, and more!

When planning Income for Life there are three specific areas you have to address with the client. In this episode we'll cover those areas and then talk about why and when to use income riders.

Annuity rates are rising, but the biggest question is, do you know what to look for? In this episode, we give you some tips to help you prepare for what's to come!

In this episode, we dive deep into the safety bunker of the finance world to help keep your clients money safe.

In this week's episode, we continue part 2 on FIA's do's and don'ts.

Plan worst-case scenarios. Income strategies will rarely come up as a "need" unless you're planning worst-case scenarios.

In this episode, Caleb and I discuss 4 strategies that will help you plan for your client's needs.