Equis Financial's Podcast Network

Championships aren't won overnight, and neither are successful insurance careers.

This week on Retirement Solutions Roundtable, Bill and Pete explore how the Milwaukee Brewers' World Series journey mirrors the path of top-performing insurance and retirement professionals. From staying persistent through adversity to surrounding yourself with the right team, these lessons apply far beyond the baseball field.

In this solo Producer Playbook episode, Bill Martin explains how to set up an insurance appointment from the first phone call, regardless of lead source.

Join Pete Lee and Bill Martin 2.0 as they sit down with Ameritas representative Dylan Krings for an inside look at the carrier's life insurance, annuity, disability income, and digital solutions. In this episode, they break down Ameritas living benefits, including its unique and predictable lien approach on permanent policies, while exploring product differentiation, underwriting opportunities, and valuable resources available to agents.

In this episode of Retirement Solutions Roundtable, Bill and Pete sit down with Jim Grauel from GCU to discuss why this unique fraternal carrier deserves a closer look from retirement professionals.

Jim breaks down GCU's competitive annuity lineup, uncapped growth potential, wellness benefits, simplified suitability, and the advantages of working with a financially strong fraternal organization. Tune in to hear why GCU has become such a valuable option in the retirement planning space.

"You can do it regardless of your situation."

Gaby's story is proof that big goals are possible with the right mindset, consistent action, and a commitment to growth. Now on pace for a $500K year, she's sharing the strategies and habits that helped her get there.

In this week's Producers' Playbook, learn how she improved her lead management, embraced virtual sales, and built a business that fits her family's lifestyle.

In this episode, Pete and 2.0 break down what makes someone a strong annuity prospect, the key questions every agent should be asking, and how to uncover more opportunities within their existing client base. Through real-world sales stories, practical strategies, and proven approaches, they share how agents can build confidence, create more meaningful client conversations, and grow their annuity business.

In this episode, Bill Martin 2.0 and Pete Lee explore the extensive resources and tools offered by National Life to help financial professionals develop and strengthen their client relationships, especially with CPAs and small business owners. They discuss strategies for leveraging these resources to grow your practice and serve clients more effectively.

Elizabeth made a few key decisions that completely changed the trajectory of her business. Today, her growth continues to accelerate, with more than $72,000 paid in the last 90 days alone!

Hear the lessons, habits, and breakthroughs that fueled her success and continue to drive her business forward.

https://youtu.be/0hcY1wgxA50

In this episode, Pete and Bill explore the current interest rate environment and its impact on annuity products, focusing on multi-year guarantee annuities (MIGAs) and fixed indexed annuities. They discuss how agents can leverage these products to enhance client portfolios amid changing market conditions.

This week on Retirement Solutions Roundtable, Bill Martin 2.0 sits down with Medicare Division Director Ivy Wilson and Bob Mueller, District Sales Manager and National Training Coordinator for American Senior Benefits, to discuss what agents need to know heading into the upcoming AEP season.

From Medicare opportunities to compliantly incorporating annuity conversations into your client process, this episode delivers valuable insights to help you serve clients effectively while growing your business.