7 Figure Annuity Sales

Handling objections is an art and takes time to master. Once you do, you can rest assured that you will be able to overcome them all. In this episode, Caleb throws out some common objections that agents run into over the phone with clients, and Chad handles them to teach you how to overcome the ones you face.

You call the lead, set the appointment, run an illustration, and the client doesn't show up. A no-show can be challenging, but your time is precious, and the way you convey that to your clients is vital. In this episode, Chad and Caleb dive into how Chad responds to a client not showing up to the appointment.

One of the best ways to expedite success is to know exactly what NOT to do. In this series, you'll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you'll set yourself up for long-lasting success.

One of the best ways to expedite success is to know exactly what NOT to do. In this series, you'll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you'll set yourself up for long-lasting success.

One of the best ways to expedite success is to know exactly what NOT to do. In this series, you'll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you'll set yourself up for long-lasting success.

One of the best ways to expedite success is to know exactly what NOT to do. In this series, you'll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you'll set yourself up for long-lasting success.

Does your appointment process need refinement? Chances are, it does. One tweak in your process can make a huge difference in your production. In this episode, Caleb and Chad discuss the appointment process and how to build one that leads to a higher closing rate.

Most agents agree that making sales calls can be less than exciting and isn't always a walk in the park. But, what if you had a sales script that helped you push past those mindsets and see the value in calling clients for the sake of helping them? In this episode, Chad and Caleb share valuable tips on building a phone script that books appointments in 15 minutes or less.

When going through a fact-finder with your clients, it's not just about the questions you ask but how you ask them. Too many agents try to sell first rather than find the solution to the problem. In this episode, Chad and Caleb talk about fact-finding and how to build an effective fact-finder that gets all the information you need in one page or less!

Writing the annuity policy is only the first half of being an annuity agent the other half is, being available to your clients when a spouse dies, needs long-term care, or has a major life change. Selling an annuity isn't a one-and-done. Your clients may need your help, even after the sale is final. In this episode, Chad and Caleb discuss the importance of the second half of the annuity sales process.