When preparing for an appointment, there are many things to consider. Did you get all the client's forms? Do you have your leave behind kit? Have you studied the product to be able to explain it? Will the client understand everything you're sharing? In this episode, Chad shares about a time that he forgot the product illustration and how he was able to maintain composure and confidence as the expert under pressure.

As a solo producer, Chad calls his own leads, runs his own appointments, makes the sale, follows up on pending business, and delivers policies all on his own. He is active in the field, just like you! In this episode, Chad takes a simple look at the annuity sales process and why now is the time to help your clients protect their money!

Success is hardly ever achieved in the comfort zone. Is it time to make some changes to your business? In this episode, Chad discusses the detrimental effect of the comfort zone and why you should avoid giving in to it.

Many agents put their focus on building "rapport" when all the client needs is an expert who is confident in their solutions. In this episode, Chad shares how to approach the client and why maintaining focus in the appointment is essential to closing the sale.

Are you asking the right questions? Are you ready to grow your average case size? Fact Finding is the answer, NOT more leads! In this episode, Chad breaks down the essence of fact finding, how to make it less complicated, and the benefits of doing it right.

Back in 2007, Chad was $150,000 in credit card debt and was facing some hard times. The obstacles in front of you right now are no different. The way you move forward today will determine your success tomorrow! In this episode, Chad shares his story of success and what he had to do to get there.

Many agents ask Chad, "How do I explain how an annuity works to my clients without making it complicated?" In this episode, Chad explains in English, not financial jargon, how an annuity works, how to best explain it to your clients, and exposes some common misconceptions about them.

2020 has been a world of uncertainty, and volatility but many clients still need help with retirement. In this episode, Chad shares why he believes we are in the perfect time for annuities and how annuities provide steadiness in the midst of market storms.

Throughout the sales process, it's so important not to sell based on emotions. Help the client based on the worst-case scenario, but don't allow fear to guide their decisions. In this episode, Chad shares how he presents safety in his appointments and highlights a few things to avoid.