Discover how to pick the best marketing organization for you and your business! No more hoping. No more trial and error. Learn exactly what to look for to help you maximize your business!

In this episode, Chad shares his success journey from Hawaii to Texas and everything in between, and reveals the big thing that's helped him overcome all of the challenges he's faced. He explains how many people want to get where he is but do not want to go through what he went through to get to where he is. Dive into Chad's success story and be encouraged... Your story is unfolding right in front of your eyes!

Money is a great tool to create a lifestyle of adventure and abundance, but what does it mean to obtain real wealth? How do you get there? In this episode of The Annuity Sales Coach podcast, Chad distinguishes between riches and wealth and helps you transform your mindset to create a legacy that will impact generations to come!

What is the real value of a lead..? How many leads do you need to close a good number of deals? In this episode of The Annuity Sales Coach podcast, Chad reveals the cost vs. value of leads and how to uncover the diamonds hidden within piles of rocks. When you understand the true value of a lead, you will work harder to best serve the person it represents!

Whether you're seasoned or just starting out by cross-selling annuities with your current book of business, the fact finding process is your secret to solution selling! In this episode of The Annuity Sales Coach podcast, Chad digs deep into his process for uncovering the gold in his clients' retirement accounts! Put this information into practice and you'll see your average case size increase while better protecting your clients!

In this episode, Chad reveals the secret to increasing your average case size. A few small things can elevate you WAY above the industry average...Are you doing them?

In this episode, Chad talks minimum expectations, life as a solo agent, his journey, generating leads, and retirement realized agents academy.

Riders can be valuable tools to enhance a client's annuity depending on their goals and situation, but most agents are terrified of them because they don't understand them. Fear no more! Your guide to the basics of income riders is here!

Fixed Indexed Annuities (FIAs) are the most common type that Chad writes, and in this episode he breaks down these products. Here's your guide to understanding participation rates, index strategies, and spreads.

In part 3 of the annuity basics series, Chad dives into the variable annuity.