Many agents ask Chad, "how did you become a safe money specialist?" His response is often "agents who want to be the best must become experts at what they do." In this episode, Chad uncovers how he became an expert in this industry and what he did to get there.

Participation rates, caps, spreads, surrender charges, oh my! Do you have the answers your clients need if annuity companies lower their participation rates and caps? In this episode, Chad gives a 30,000-ft. overview of participation rates, caps, and spreads.

When challenges and obstacles come, are you prepared with a backup plan? In this episode, Chad explains why preparation and backup plans are incredibly important to helping everything run smoothly.

Most people who don't like annuities usually don't understand the VALUE behind them. In this episode, Chad exposes common annuity misconceptions by digging into the different types of annuities and shows why knowing the difference between them is imperative.

In this industry, being an expert and setting the best financial example for your clients is crucial. It's easy to stop making calls, become unmotivated, and forget to invest in yourself. In this episode, Chad shares how he continues to stay motivated and sets the best example in his business.

Are you helping your clients choose the right product for their situation? In this episode, Chad shares his process when helping a client pick the best product, three things he looks for in any product, and what to look for in each company.

Many people ask Chad, "What's your process and how do to get clients to commit?" His response is often asking, "Are you building the need for your client to protect their retirement from market risk?" In this episode, Chad digs into his process when objections or hesitations keep clients on the fence.

Being a one-man-band that produces well in this industry can be challenging, and one of the biggest questions Chad gets is, "How do you do it?" In this episode, Chad shares his process and how he continues strong as a solo agent.

Staying motivated in an industry with many difficulties and demands can be challenging. Whether you are doing great or business has slowed down, staying motivated is key to success. In this episode, Chad shares how his "WHY" keeps him motivated, even in ups and downs.

There are so many things to think about... when filling out the client's application. This can seem like a daunting task but it's our responsibility to do what is right for the client! In this episode, Chad simplifies the application process by showing you how he does it.