7 Figure Annuity Sales

Setting yourself apart and becoming the expert in annuity sales doesn't happen overnight. It takes some dedication and an investment of time to get where you want to be, but it is certainly attainable and well worth the effort. In this episode, Chad and Caleb talk about how being an industry expert practically benefits you and what it takes to get there.

Hard work beats talent when talent doesn't work hard. To reach big production goals you have to be willing to do what no other agent will do. In this episode, Chad and Caleb dive into Chad's production numbers and what it took to get him there.

What age is the sweet spot for an annuity and why does it matter? As an agent, you will come across many clients from young to old but the purpose is always safety and security. In this episode, Chad and Caleb discuss the perfect age for an annuity and why delayed gratification is powerful.

We are still in the golden age of annuities and, it doesn't look like it's slowing down anytime soon. In this episode, Chad and Caleb talk about the baby boomer generation and what to expect over the next few years.

When it comes to refining your appointment process, you don't have to reinvent the wheel. Take time to learn from someone in the field just like you, working hard, just like you. In this episode, Chad and Caleb discuss the appointment process and how most objections stem from questions that didn't get answered in the initial part of the appointment process.

Chad asks clients all the time, "how do you make an unrealized gain a realized gain?" "You have to protect it." No one knows what the market will do today or tomorrow, let alone 5 to 10 years from now. That's why selling from the worst-case scenario to your clients is the only way to represent the safe money products you offer. In this episode, Chad talks about market risk and explains how to use the worst-case scenario honestly and genuinely.

Agents are always asking how to get more leads, but is that the question they should be asking? What if it's not the number of leads you get but rather the process that you use with the lead that maximizes the production possibility? In this episode, learn how Chad triples the average annuity sale using the same leads many agents are already using.

Going into the new year knowing your WHY can be a make or break for your business. What you do is not just a job but an opportunity to change someone's life. Is it time to change your perspective on what you get to do? In this episode, Chad shares his "why" and how looking out for the best interest of your clients will always result in success.

Starting the new year out on the right foot is crucial to building momentum, but resolutions without actions are just dreams. In this episode, Chad talks about how to kickstart the new year by establishing a system and process that allows you to be consistent throughout the year.

When you remain diligent and intentional, you would be surprised at what you can accomplish. Chad says, "seconds count" and "time is a currency you can only spend once." In this episode, Chad tackles his typical work week and what he does to maximize every second while making time for family and vacation.