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In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client’s primary need, not chase a “Swiss Army knife” solution.
➡️ In this episode, Caleb breaks down:
Why trying to cover growth, income, safety, and liquidity in one product often backfires
The importance of identifying a product’s true purpose—and staying disciplined in how you present it
How to avoid analysis paralysis when selecting annuities for clients
Real-world examples of how agents get it wrong—and how to get it right
A mindset shift that will lead to better client outcomes and cleaner sales
If you're trying to build a business based on clarity, confidence, and consistent results, this episode will help you stop overcomplicating and start strategically positioning the right product for the right reason.
4.7
4444 ratings
In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client’s primary need, not chase a “Swiss Army knife” solution.
➡️ In this episode, Caleb breaks down:
Why trying to cover growth, income, safety, and liquidity in one product often backfires
The importance of identifying a product’s true purpose—and staying disciplined in how you present it
How to avoid analysis paralysis when selecting annuities for clients
Real-world examples of how agents get it wrong—and how to get it right
A mindset shift that will lead to better client outcomes and cleaner sales
If you're trying to build a business based on clarity, confidence, and consistent results, this episode will help you stop overcomplicating and start strategically positioning the right product for the right reason.
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