7 Figure Annuity Sales

Everything You Need To Know About Index Strategies


Listen Later

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuities: index strategies. If you're selling annuities without fully grasping how caps, spreads, participation rates, and crediting methods work, you're leaving both value and trust on the table.

➡️ In this episode, you'll discover:

  • The core index strategies used in modern annuities (and when to use each)

  • How to explain performance triggers, point-to-point crediting, and volatility control indices to clients

  • Why not all index strategies are created equal—and what to look for in carrier design

  • How to evaluate client suitability based on strategy, not just sizzle

  • Proven tactics to position index strategies with clarity and confidence in your sales process

Whether you're a new agent or already writing consistent premium, this episode is your complete guide to understanding and using index strategies to maximize client outcomes and build trust through transparency.

...more
View all episodesView all episodes
Download on the App Store

7 Figure Annuity SalesBy Chad C. Owen

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

44 ratings


More shows like 7 Figure Annuity Sales

View all
Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,729 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,504 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,212 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

The Secret To Success with CJ, Karl, Jemal & Eric Thomas by The Resonance Network

The Secret To Success with CJ, Karl, Jemal & Eric Thomas

6,435 Listeners

Jocko Podcast by Jocko DEFCOR Network

Jocko Podcast

30,803 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

The Jon Gordon Podcast by Jon Gordon

The Jon Gordon Podcast

1,211 Listeners

DarrenDaily On-Demand by Darren Hardy LLC

DarrenDaily On-Demand

1,737 Listeners

The Shawn Ryan Show by Shawn Ryan

The Shawn Ryan Show

45,416 Listeners

Life Insurance Academy Podcast by Life Insurance Academy

Life Insurance Academy Podcast

149 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

55 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

14 Listeners

The Power Players Podcast by Cody Askins

The Power Players Podcast

33 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners