7 Figure Annuity Sales

I've sold $4.2 million in annuity production this past January. That's more than most agents will do in an entire year. I don't say that to brag but to illustrate the reality that while most agents are easing into the new year, starting strong is possible despite the typical challenges of selling in January.

In this episode, Chad will share some of the key factors that led to this production and how you can implement them in your business.

This year, you may have already accomplished goals, or you may be behind in everything you're doing. Regardless of where you find yourself, how you respond is absolutely critical in determining where you'll end up. In this episode, Chad and Caleb discuss how you should respond if you're behind, how you should respond if you're ahead, and how your response to either scenario will impact your future.

Agents and advisors ask us all the time how they can implement email marketing, and why they should allocate the funds to do it.

In this episode, Chad and Caleb explain Why and How you should begin using email marketing to write over 10% more business each year.

It's always a great time to double down and focus on areas where you can grow and improve, but how do you know where to start?

In this episode, Chad and Caleb go over 3 areas in which a 20% improvement will more than double your total production in 2022.

Retirees are faced with many unknowns, but two in particular affect their retirement more than anything else.

In this episode, Chad and Caleb cover the 2 BIGGEST retirement unknowns and 2 questions you can ask clients to help illustrate the importance of safety and security during their current season of life.

Starting a new year can feel daunting if you're uncertain how to move forward - and in our industry, momentum equals success when it comes to running your own business.

In this episode, Chad and Caleb share tips on how they continue to move forward and gain momentum amid the ups and downs of life.

Investment into your future is the obvious choice when you're able to pull from someone who is where you want to be and has the scars to prove it.

In this episode, Chad and Caleb share why having a mentor is not only considered a valued asset but crucial to exponential growth in your business.

If you're looking for the 25 Reasons Agents Fail from Caleb, email him at [email protected]

Whether 2021 was your best year ever, your worst year ever, or just average, there are things you can do to help set yourself up for great success next year, and it starts with mindset!

In this episode, Chad and Caleb discuss the truth and challenge of pushing forward to see the fruit of your labor.

Do you feel like you're spending too much money on leads or marketing and not seeing enough yield?

In this episode, Chad and Caleb talk about the importance of turning the frustration of lead expenses into a positive outlook for your business.

When you have clients that need an income solution, do you find yourself considering an array of options like annuitization, penalty-free withdrawals, RMDs, or income riders?

In this episode, Chad and Caleb discuss WHY you should use income riders to solve income needs and why they are often a better solution than the alternatives.