7 Figure Annuity Sales

The overall goal of fact-finding with your clients is to narrow down what they need and provide a solution to their pain. Often, Fact-Finding will single-handedly increase an agent's case size as well. In this episode, Chad shares his fact-finding process and the mindset he has in every appointment.

Increasing your case size and closing ratio sounds good but are you willing to do what no one else will do to get where you want to be? Chad will tell you that's what makes the difference. In this episode, learn how chad's case size is 3x more than the national average and what you can do to start growing your average case size now.

With the holiday season comes the reasons why clients want to wait to meet with you, right? In this episode, Chad shares how he handles objections during the holidays and how it allows him to have record months at the end of the year.

Being confident and thorough in the appointment is key to establishing yourself as the expert and handling objections before they ever arise. In this episode, Chad shares his soft closing techniques and how it is not about a commission check but rather providing a solution to the client's problem.

One adjustment in your process can change the entire trajectory of your business, and it can be as easy as reviewing the basics. In this episode, Chad goes back to the basics by uncovering simple but effective ways of keeping your business booming at the end of the year.

Explaining the difference between risk and safe money to clients can be a bit overwhelming, but it doesn't have to be. The overall goal of this process is to simplify, explain clearly, and provide peace of mind. In this episode, Chad dives into the topic of risk and safe money and shares the approach agents should have when explaining the two options to clients.

Are the last two months of the year actually slow months for agents? Or is it all just a mindset? November and December could more important than you think. In this episode, Chad shares how December is his strongest month and why most clients want to protect their retirement going into the new year.

When helping a client, the first question you should ask is, "can I help better this person's situation?" It's time to rewrite the narrative and remove the blackeye of this industry by putting every client first. In this episode, Chad shares some valuable questions you should be asking every client and how asking these questions affect every area of your business.

Leads are not a cost but an investment. Is it time to start processing your leads in a new way? In this episode, Chad discusses that there is no such thing as an old lead but rather an opportunity to maximize the effectiveness of every lead.

The secret to success is your WHY. Your why will get you up in the morning. Your why will give you a desire to help your clients. Your why will motivate you to be excellent when others fail to be. In this episode, Chad talks about surviving a hurricane, getting his start in this industry, and how your "why" will help you get through it all.