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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.
4.7
4444 ratings
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.
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