
Sign up to save your podcasts
Or


In this episode of the 7-Figure Annuity Sales podcast, Caleb North dives deep into the art and science of index allocation strategies for indexed annuities. Discover why choosing the right index—before focusing on rates or crediting methods—can make all the difference for both agents and clients. Caleb breaks down the pros and cons of popular indexes like the S&P 500 versus volatility-controlled options, demystifies participation rates and caps, and shares practical tips for having better, more transparent client conversations. Whether you're looking to boost client confidence, simplify your sales process, or ensure long-term satisfaction, this episode delivers actionable insights you can use right away. Tune in and take your annuity sales to the next level!
By Chad C. Owen4.7
4444 ratings
In this episode of the 7-Figure Annuity Sales podcast, Caleb North dives deep into the art and science of index allocation strategies for indexed annuities. Discover why choosing the right index—before focusing on rates or crediting methods—can make all the difference for both agents and clients. Caleb breaks down the pros and cons of popular indexes like the S&P 500 versus volatility-controlled options, demystifies participation rates and caps, and shares practical tips for having better, more transparent client conversations. Whether you're looking to boost client confidence, simplify your sales process, or ensure long-term satisfaction, this episode delivers actionable insights you can use right away. Tune in and take your annuity sales to the next level!

10,730 Listeners

153,512 Listeners

3,212 Listeners

3,067 Listeners

6,434 Listeners

30,816 Listeners

678 Listeners

1,211 Listeners

1,737 Listeners

45,784 Listeners

149 Listeners

55 Listeners

14 Listeners

32 Listeners

273 Listeners