With hundreds of insurance companies and product choices for clients, how do you choose the right one in a world full of options? In this episode, Chad explains his process for picking the right product for each client and why he chooses solution selling over product pushing.

Every agent's mission in this industry should be to protect their clients from financial storms. Having safety, security, and no risk to the market helps every client sleep at night, even in the storm! In this episode, Chad shares the importance of providing peace to every client by presenting the best options for their situation.

Whether you're catching a fish, hitting a golfball, or closing a good deal on a lead, you have to work hard and make the most of every opportunity. In this episode, Chad teaches how he makes his leads work for him and why coaching and mentorship help you close more deals.

Many clients ask questions like "when is the right time to move my money?" or "how can I be sure my money is safe?" As agents, what's the right response? In this episode, Chad shares his strategies to get clients off the fence and how the response shouldn't be fear-based but facts-based.

Whether it's the opinion of a broker or a commercial you see on TV, there are many skewed beliefs about annuities. Clients need what's best for their situation, not another false idea about annuities. In this episode, Chad shares why annuities are truly a safe and secure option for a client's retirement and why handling annuity objections are so important.

Many agents put their focus on lead sources rather than taking full advantage of the lead in front of them. Is it time to approach your leads from a different angle? In this episode, Chad shares how he sees leads and what he does to maximize and take full advantage of each one.

There are zero gray areas in this industry! Agents are accountable to do what is honest and ethical for every client. In this episode, Chad explains what it's like to work in a "fishbowl" environment and why being seen from every angle can be difficult but can keep you from compromising yourself.

Are you looking out for the best interest of your clients? Suitability helps keep agents honest and integral in an industry full of accountability. In this episode, Chad breaks down how he puts his clients first and avoids setbacks with suitability.

You finally met with your client, they've picked the right product, and you send in the application, but it falls through because you hit some bumps in the road. In this episode, Chad shares his process with handling pending business and how he overcomes some common hang-ups.

Every agent wants to start out on the right foot of success in this industry but many find themselves asking "where do I even start?" In this episode, Chad shares how he started in this industry and how success doesn't come overnight!