Shows
7 Figure Annuity Sales2025 Market ForecastsIn this episode, Chad shares why he’s still expecting a record-breaking year in annuity production—even with market uncertainty on the horizon. He unpacks the mindset, strategies, and opportunities that make strong sales possible regardless of market conditions. From staying proactive with clients to focusing on value-driven conversations, Chad explains how agents can thrive even when the broader financial outlook looks shaky.2025-04-2117 min7 Figure Annuity SalesHow to Tackle 2025 in the Annuity BusinessJoin us for an engaging update from Chad as he shares insights from his recent move to Colorado, recaps the adventures from his trips over the past year, and reflects on the importance of family. He'll also dive into his strategies for tackling the annuity business as we head into 2025. This episode offers a personal look at how balancing life and work can lead to greater success and satisfaction in the professional realm. Listen in to get inspired by Chad's journey and gain tips on how you can approach your own business challenges in the coming year.2025-02-2415 min7 Figure Annuity SalesHow To Create A Repeatable And Scalable Sales ProcessIn this week's episode we revisit one our of best ever episodes! Uncover the secrets to building a repeatable and scalable annuity sales process in this podcast. Learn how Chad Owen structures and builds his own personal process and how you can apply it to your self.2024-09-2325 min7 Figure Annuity SalesSwitching From Face To Face to VirtualIn this episode, we take a closer look at Chad's transition from exclusively face-to-face appointments to incorporating 50% virtual interactions. Discover why he chose to make this shift, the hurdles he faced along the way, and the most rewarding outcomes from adopting a hybrid approach. Chad also shares insights on any emerging trends he's noticed through this change. Join us for an in-depth exploration of adapting to the evolving dynamics of client meetings in the annuity sales industry.2024-08-1219 min7 Figure Annuity SalesChad Doing Virtual Appointments!?Chad's taking on virtual appointments! Discover how he’s balancing virtual and face-to-face meetings, and what it means for his business. We look at the numbers: a slightly lower sit rate and smaller average case size, but a higher application rate. Chad weighs in on the benefits and challenges he’s faced, changes to his sales process, and shares essential tips for making virtual appointments work.2024-04-2919 min
7 Figure Annuity SalesCross-Selling Annuities with Life Insurance LeadsIn this week's revisiting of one of our best episodes we will talk about Cross-Selling Annuities with Life Insurance Leads. Back in 2008, Chad started to cross-sell mortgage protection leads into annuities and found great success. Today Chad has written over 220 Million in annuity production since then. In this episode, Chad and Caleb share some tips with you on how to cross-sell life and Medicare leads.2023-10-3019 min
7 Figure Annuity SalesThe Subconscious Mentality of Chad’s ProcessToday we dive into the subconscious mind of Chad Owen. In his sales process there are certain things that he does that seem innate and we will explore those very concepts and why they help aid in his production.2023-09-0415 min7 Figure Annuity SalesHow to create a repeatable and scalable sales processUncover the secrets to building a repeatable and scalable annuity sales process in this podcast. Learn how Chad Owen structures and builds his own personal process and how you can apply it to your self.2023-05-1525 min7 Figure Annuity SalesChad’s Call With The Bad AgentIn this industry there are unfortunately agents who act in their own self interest, rather than doing what's best for the client. In this episode, we'll discuss the lessons that can be learned from Chad's interaction with an agent that was doing just that.2023-03-0619 min7 Figure Annuity SalesHow The Fourth Quarter Can Be Your Best Quarter2022-11-2121 min7 Figure Annuity SalesScaling Your Business Effectively and EfficientlySince Chad started in the annuity business in 2008 he has seen his annual production increase by 457% while his lead budget has only increased by 340%. He's writing more business while spending less time and less on leads per deal. In this episode, Chad and Caleb will dive into what Chad has learned over the years in the business and how you can implement that precisely in your own business.2022-11-0718 min7 Figure Annuity SalesHow and Why I Spend a Quarter of My Life RetiredResting is something that Chad finds incredibly invaluable. Without rest he doesn't think he would be capable of producing the numbers he does. When you add it all up he would say that he spends a quarter of every year "retired". In this episode, Chad and Caleb will discuss how he accomplishes this and the reasoning behind it.2022-10-0320 min7 Figure Annuity SalesWhy Chad Calls Brokers "BOOKIES"!For the record, this is NOT an advisory podcast. This is purely opinion. Chad often calls Brokers "Bookies". In this episode, we'll explain why Chad makes that comparison as well as detailing how we feel the things ought to be handled for the clients benefit.2022-07-0518 min
7 Figure Annuity SalesEpisode 166 - How To Sell Annuities In The Fourth QuarterBetween the holiday season and your stereotypical salesman competing for your clients, you would think the fourth quarter is a bust, but historically the fourth quarter is Chad's best time of the year. In this episode, Chad and Caleb discuss selling annuities in the fourth quarter and how to overcome common roadblocks agents face.2021-10-1819 min
7 Figure Annuity SalesEpisode 164 - Cross-Selling Annuities with Life Insurance LeadsBack in 2008, Chad started to cross-sell mortgage protection leads into annuities and found great success. Today chad has written over 220 Million in annuity production since then. In this episode, Chad and Caleb share some tips with you on how to cross-sell life and medicare leads.2021-10-0419 min
7 Figure Annuity SalesEpisode 162 - Navigating High Market ChallengesChad likes to say, “How do you make an unrealized gain a realized gain? You protect it!” In this episode, Chad and Caleb help you navigate high market challenges by discussing client urgency and perception.2021-09-2021 min
7 Figure Annuity SalesEpisode 157 - Mindset of an Elite ProducerYour mindset, in Chad's words, "is what you set your mind on." How do you view what you do? Is it your business or just another job? In this episode, Chad and Caleb discuss the power of your mindset and how elite producers think to see success.2021-08-1619 min
7 Figure Annuity SalesEpisode 152 - How to Handle a No ShowYou call the lead, set the appointment, run an illustration, and the client doesn’t show up. A no-show can be challenging, but your time is precious, and the way you convey that to your clients is vital. In this episode, Chad and Caleb dive into how Chad responds to a client not showing up to the appointment.2021-07-1218 min
7 Figure Annuity SalesEpisode 132 - How I Reached $200 Million in Solo Annuity ProductionHard work beats talent when talent doesn't work hard. To reach big production goals you have to be willing to do what no other agent will do. In this episode, Chad and Caleb dive into Chad's production numbers and what it took to get him there.2021-02-2218 min
7 Figure Annuity SalesEpisode 128 - Presenting From The Worst-Case ScenarioChad asks clients all the time, “how do you make an unrealized gain a realized gain?” “You have to protect it.” No one knows what the market will do today or tomorrow, let alone 5 to 10 years from now. That’s why selling from the worst-case scenario to your clients is the only way to represent the safe money products you offer. In this episode, Chad talks about market risk and explains how to use the worst-case scenario honestly and genuinely.2021-01-2519 min
7 Figure Annuity SalesEpisode 124 - Typical Work Week For A Solo $200M ProducerWhen you remain diligent and intentional, you would be surprised at what you can accomplish. Chad says, "seconds count" and "time is a currency you can only spend once." In this episode, Chad tackles his typical work week and what he does to maximize every second while making time for family and vacation.2020-12-2819 min
7 Figure Annuity SalesEpisode 122 - How to Increase Your Average Case SizeIncreasing your case size and closing ratio sounds good but are you willing to do what no one else will do to get where you want to be? Chad will tell you that's what makes the difference. In this episode, learn how chad's case size is 3x more than the national average and what you can do to start growing your average case size now.2020-12-1419 min
7 Figure Annuity SalesEpisode 108 - Poverty, Riches, and Wealth MindsetProviding value for your clients starts with having the right mindset! Building the right mindset starts with striving to give your clients peace of mind, not chasing a commission check. In this episode, Chad breaks down what it means to have a wealth mindset and why it's crucial in your business!2020-09-0716 min
7 Figure Annuity SalesEpisode 107 - From Breakdowns To BreakthroughsIs your business slowing down? Is it hard to regain traction? Well, you're not alone! In this episode, Chad shares how he went 3 weeks without selling an annuity, the importance of remembering your WHY, and how to keep moving forward in difficult times.2020-08-3117 min
7 Figure Annuity SalesEpisode 106 - It's About Solutions, Not SalesMany agents focus on the sale instead of looking out for the best interest of the client. Don't be that agent! Find the problem and provide the solution. In this episode, Chad shares how he's not interested in just making the sale, but providing solutions to the client, and how he keeps that mindset throughout the process.2020-08-2417 min
7 Figure Annuity SalesEpisode 105 - I Can't Believe I Did ThatWhen preparing for an appointment, there are many things to consider. Did you get all the client's forms? Do you have your leave behind kit? Have you studied the product to be able to explain it? Will the client understand everything you're sharing? In this episode, Chad shares about a time that he forgot the product illustration and how he was able to maintain composure and confidence as the expert under pressure.2020-08-1717 min
7 Figure Annuity SalesEpisode 104 - There's No Time Like NowAs a solo producer, Chad calls his own leads, runs his own appointments, makes the sale, follows up on pending business, and delivers policies all on his own. He is active in the field, just like you! In this episode, Chad takes a simple look at the annuity sales process and why now is the time to help your clients protect their money!2020-08-1017 min
7 Figure Annuity SalesEpisode 103 - Comfort Zones: The Enemy of SuccessSuccess is hardly ever achieved in the comfort zone. Is it time to make some changes to your business? In this episode, Chad discusses the detrimental effect of the comfort zone and why you should avoid giving in to it.2020-08-0317 min
7 Figure Annuity SalesEpisode 102 - Appointments Done RightMany agents put their focus on building "rapport" when all the client needs is an expert who is confident in their solutions. In this episode, Chad shares how to approach the client and why maintaining focus in the appointment is essential to closing the sale.2020-07-2717 min
7 Figure Annuity SalesEpisode 101 - Fact Finding Made EasyAre you asking the right questions? Are you ready to grow your average case size? Fact Finding is the answer, NOT more leads! In this episode, Chad breaks down the essence of fact finding, how to make it less complicated, and the benefits of doing it right.2020-07-2017 min
7 Figure Annuity SalesEpisode 100 - You Can Do This!Back in 2007, Chad was $150,000 in credit card debt and was facing some hard times. The obstacles in front of you right now are no different. The way you move forward today will determine your success tomorrow! In this episode, Chad shares his story of success and what he had to do to get there.2020-07-1318 min
7 Figure Annuity SalesEpisode 99 - Annuities Made SimpleMany agents ask Chad, "How do I explain how an annuity works to my clients without making it complicated?" In this episode, Chad explains in English, not financial jargon, how an annuity works, how to best explain it to your clients, and exposes some common misconceptions about them.2020-07-0618 min
7 Figure Annuity SalesEpisode 98 - The Golden Age of Annuities2020 has been a world of uncertainty, and volatility but many clients still need help with retirement. In this episode, Chad shares why he believes we are in the perfect time for annuities and how annuities provide steadiness in the midst of market storms.2020-06-2917 min
7 Figure Annuity SalesEpisode 97 - When A Lead Is Dead You can’t force your prospective client to understand safety and security. If they aren’t ready to choose it for themselves, they aren’t ready. If they reach back out to you, then something most likely triggered them. In this episode, Chad shares how he determines when to call a lead dead and how to keep them in the sales pipeline. 2020-06-2218 min
7 Figure Annuity SalesEpisode 96 - Always Sell SafetyThroughout the sales process, it’s so important not to sell based on emotions. Help the client based on the worst-case scenario, but don’t allow fear to guide their decisions. In this episode, Chad shares how he presents safety in his appointments and highlights a few things to avoid.2020-06-1518 min
7 Figure Annuity SalesEpisode 95 - Lead Budget Know-HowThis industry can cost a lot of money - for products, leads, and more. Different types of leads can greatly vary in cost and you need to know how to budget for them. In this episode, Chad shares budgeting strategies, his successes with certain types of leads, and how to set yourself up for success with industry costs.2020-06-0818 min
7 Figure Annuity SalesEpisode 94 - Opportunities Meet PreparationIn this industry, insurance companies and products are always changing which can make it challenging to know what the best products are for your clients. Studying up and staying current is crucial to providing the best of what’s available. In this episode, Chad shares how deliberate preparation often produces more opportunities.2020-06-0117 min
7 Figure Annuity SalesEpisode 93 - Gaining the Client's TrustAgents often struggle to find the best product for their client's situation and therefore have difficultly gaining their trust. In this episode, Chad talks about how he gains his clients' trust by studying and researching available products, finding the best solution to their situation.2020-05-2518 min
7 Figure Annuity SalesEpisode 92 - Do What's Best For the ClientRetirement is a big decision in a person's life. Sometimes the client is not ready to move their money, and that's okay. It's their decision. In this episode, Chad shares how he focuses on skill set and quality versus quantity, always doing his best to make sure the client is taken care of with the right product.2020-05-1818 min
7 Figure Annuity SalesEpisode 91 - Your Retirement MattersWhen you're retiring, you need to find something you can't lose your money in. Remember this is your money, your retirement. In this episode, Chad talks about how agents can often over-complicate the process causing the client to get confused. He also discusses how agents seem to be using the same products for years and aren't utilizing better available products.2020-05-1118 min
7 Figure Annuity SalesEpisode 90- The Choice: Risk or SecurityChoosing to put your money at risk in the market affects your retirement way more than it does mine! The question is, is that something you're willing to risk? Do you want to lose any more money? In this episode, Chad shares how to talk to clients about market risk and secure alternatives.2020-05-0417 min
7 Figure Annuity SalesEpisode 89 - Don't Believe Everything You HearThere is plenty of information floating around during these unusual times, but we must make sure we're finding the facts. In this episode, Chad discusses the differences between facts and speculations as well as being careful about the sources of those facts.2020-04-2717 min
7 Figure Annuity SalesEpisode 88 - The Market is a Temperamental ChildIt's time to help your clients put the stock market in the corner for a time out! No one knows where the market will be in 5, 10, or 15 years because it is emotionally driven and throws temper tantrums. In this episode, Chad exposes the volatility that the market brings and shares ways to bring peace of mind to clients with safety and security.2020-04-2017 min
7 Figure Annuity SalesEpisode 87 - Taking Your Appointment DigitalGetting in front of your client is vital to continue to write business in this industry. The question that remains is "how is that possible with what's going on?" In this episode, Chad uncovers the process he is using to go digital and get in front of clients.2020-04-1318 min
7 Figure Annuity SalesEpisode 86 - Eliminating Client ConfusionAs an agent in this industry, the ultimate goal is to help bring peace of mind to every client. Now more than ever, with fear and confusion on the rise, it's crucial to bring this peace of mind. In this episode, Chad shares how a confused mind will always say no and reveals the steps he's taking to steer clients in the right direction.2020-04-0617 min
7 Figure Annuity SalesEpisode 85 - Practice What You PreachIn this industry, it can be easy to get sucked into the idea that you're just an agent. It's time for agents to embrace the role of the client and see from their perspective. In this episode, Chad shares his thoughts about getting on the client's level and emphasizes how agents should follow the same advice they're giving.2020-03-3018 min
7 Figure Annuity SalesEpisode 84 - Attaining Growth in a PandemicNavigating this pandemic can be interesting, but could lead to breakthrough in yourself and your business. As an agent, it's time to get creative and find ways to keep business growing and invest in yourself. In this episode, Chad shares some recommendations for this time and ways to take advantage of your downtime.2020-03-2517 min
7 Figure Annuity SalesEpisode 83 - Thriving Business Amidst CoronavirusWe're in interesting times and moving forward can seem daunting, but now is the time to take massive action and help people more than ever! In this episode, Chad shares the steps he’s taking to move forward in these unprecedented times and how now is an incredible opportunity to help clients protect their retirement.2020-03-2318 min
7 Figure Annuity SalesEpisode 82 - Top 4 Tips for Annuity Business GrowthThere are many unanswered questions that agents consistently have in this industry like "how do I grow my business?" or "what do I need to do to close more leads?" In this episode, Chad shares his top 4 tips for annuity business growth and how to get started in this industry.2020-03-1619 min
7 Figure Annuity SalesEpisode 81 - Why 2019 Was My Best Year Yet!We're in the golden age of annuities, which means every year is an opportunity to help clients secure and protect their retirement. In this episode, Chad shares his 2019 closing numbers along with his application and appointment process to help set you up for success.2020-03-1119 min
7 Figure Annuity SalesEpisode 80 - The Advantage of Selling Worst-Case ScenarioIn this annuity industry, agents can sell based on the worst-case scenario, because with a non-variable product, your clients never lose! In this episode, Chad says explains that no one knows what the market is going to do tomorrow or next year and how that is the advantage of selling safety.2020-03-0918 min
7 Figure Annuity SalesEpisode 79 - Selling in a Downward MarketWhen the market takes a downward turn, it's easy to sell and promote fear, but it's important to remember the solution that we offer is safety and security. In this episode, Chad takes a look at the volatility of the market and talks about the proper response that agents should take when talking with clients.2020-03-0218 min
7 Figure Annuity SalesEpisode 78 - My Product Picking ProcessWith hundreds of insurance companies and product choices for clients, how do you choose the right one in a world full of options? In this episode, Chad explains his process for picking the right product for each client and why he chooses solution selling over product pushing.2020-02-2617 min
7 Figure Annuity SalesEpisode 77 - Providing Safety in Market StormsEvery agent's mission in this industry should be to protect their clients from financial storms. Having safety, security, and no risk to the market helps every client sleep at night, even in the storm! In this episode, Chad shares the importance of providing peace to every client by presenting the best options for their situation.2020-02-2417 min
7 Figure Annuity SalesEpisode 76 - Making the Most of Every LeadWhether you're catching a fish, hitting a golfball, or closing a good deal on a lead, you have to work hard and make the most of every opportunity. In this episode, Chad teaches how he makes his leads work for him and why coaching and mentorship help you close more deals.2020-02-1919 min
7 Figure Annuity SalesEpisode 75 - Getting Clients Off the Fence Part 2Many clients ask questions like "when is the right time to move my money?" or "how can I be sure my money is safe?" As agents, what's the right response? In this episode, Chad shares his strategies to get clients off the fence and how the response shouldn't be fear-based but facts-based.2020-02-1717 min
7 Figure Annuity SalesEpisode 74 - Setting the Record Straight: Brokers and AnnuitiesWhether it's the opinion of a broker or a commercial you see on TV, there are many skewed beliefs about annuities. Clients need what's best for their situation, not another false idea about annuities. In this episode, Chad shares why annuities are truly a safe and secure option for a client's retirement and why handling annuity objections are so important.2020-02-1018 min
7 Figure Annuity SalesEpisode 73 - Leads: A New PerspectiveMany agents put their focus on lead sources rather than taking full advantage of the lead in front of them. Is it time to approach your leads from a different angle? In this episode, Chad shares how he sees leads and what he does to maximize and take full advantage of each one.2020-02-0318 min
7 Figure Annuity SalesEpisode 72 - Life in the "Fishbowl"There are zero gray areas in this industry! Agents are accountable to do what is honest and ethical for every client. In this episode, Chad explains what it's like to work in a "fishbowl" environment and why being seen from every angle can be difficult but can keep you from compromising yourself.2020-01-2718 min
7 Figure Annuity SalesEpisode 71 - Avoiding Suitability SetbacksAre you looking out for the best interest of your clients? Suitability helps keep agents honest and integral in an industry full of accountability. In this episode, Chad breaks down how he puts his clients first and avoids setbacks with suitability.2020-01-2217 min
7 Figure Annuity SalesEpisode 70 - Get Pending Business Issued FasterYou finally met with your client, they've picked the right product, and you send in the application, but it falls through because you hit some bumps in the road. In this episode, Chad shares his process with handling pending business and how he overcomes some common hang-ups.2020-01-2018 min
7 Figure Annuity SalesEpisode 69 - How I Got My StartEvery agent wants to start out on the right foot of success in this industry but many find themselves asking "where do I even start?" In this episode, Chad shares how he started in this industry and how success doesn't come overnight!2020-01-1319 min
7 Figure Annuity SalesEpisode 68 - A New Look at New Years ResolutionsMany people make new year's resolutions but fail to stay committed to those goals by the time February rolls around. Is it time to take a fresh look at your resolutions? In this episode, Chad shares his perspective on new year's resolutions and his desire for agents to make 2020 their best year yet!2020-01-0817 min
7 Figure Annuity SalesEpisode 67 - Vision for 2020When setting goals for the new year, knowing your "why" is the most important thing you can do! Your "why" not only gets you up in the morning, but keeps you going after your dreams. In this episode, Chad explains his "why" and how he strategizes to have another remarkable year.2020-01-0618 min
7 Figure Annuity SalesEpisode 66 - Selling in an Emotionally Driven MarketSelling in an emotionally driven market can be challenging for you and your clients, but knowing the facts can make all the difference. In this episode, Chad uncovers the best ways to help your clients understand why protecting their money and overcoming market scare tactics are essential to a peaceful retirement.2019-12-3017 min
7 Figure Annuity SalesEpisode 65 - Solution Selling with ConfidenceProduct knowledge, solution selling, and becoming an expert in this industry are the most important things you can do to help your clients find their best situation. In this episode, Chad covers the basics of solution selling by sharing his methods and skills when helping clients.2019-12-2318 min
7 Figure Annuity SalesEpisode 64 - Why GOOD Mentorship is ImportantThis industry can be lonely and challenging, but it doesn't have to be. You have the opportunity to learn from a top-selling annuity agent who is in the field just like you. In this episode, Chad shares why mentorship and training are so important and how he has help agents double and even triple their production in only one year!2019-12-1817 min
7 Figure Annuity SalesEpisode 63 - Becoming a TOP Annuity Salesperson!Many agents ask Chad, "how did you become a safe money specialist?" His response is often "agents who want to be the best must become experts at what they do." In this episode, Chad uncovers how he became an expert in this industry and what he did to get there.2019-12-1619 min
7 Figure Annuity SalesEpisode 62 - How to Handle Index Strategy ChangesParticipation rates, caps, spreads, surrender charges, oh my! Do you have the answers your clients need if annuity companies lower their participation rates and caps? In this episode, Chad gives a 30,000-ft. overview of participation rates, caps, and spreads.2019-12-0917 min
7 Figure Annuity SalesEpisode 61 - Backup Plans and Being PreparedWhen challenges and obstacles come, are you prepared with a backup plan? In this episode, Chad explains why preparation and backup plans are incredibly important to helping everything run smoothly.2019-12-0417 min
7 Figure Annuity SalesEpisode 60 - Helping Clients Understand AnnuitiesMost people who don't like annuities usually don't understand the VALUE behind them. In this episode, Chad exposes common annuity misconceptions by digging into the different types of annuities and shows why knowing the difference between them is imperative.2019-12-0219 min
7 Figure Annuity SalesEpisode 59 - Setting the Best ExampleIn this industry, being an expert and setting the best financial example for your clients is crucial. It's easy to stop making calls, become unmotivated, and forget to invest in yourself. In this episode, Chad shares how he continues to stay motivated and sets the best example in his business.2019-11-2517 min
7 Figure Annuity SalesEpisode 58 - Putting Clients in the Right ProductAre you helping your clients choose the right product for their situation? In this episode, Chad shares his process when helping a client pick the best product, three things he looks for in any product, and what to look for in each company.2019-11-2017 min
7 Figure Annuity SalesEpisode 57 - Getting Clients Off the FenceMany people ask Chad, "What's your process and how do to get clients to commit?" His response is often asking, "Are you building the need for your client to protect their retirement from market risk?" In this episode, Chad digs into his process when objections or hesitations keep clients on the fence.2019-11-1818 min
7 Figure Annuity SalesEpisode 56 - Solo Agent StrategiesBeing a one-man-band that produces well in this industry can be challenging, and one of the biggest questions Chad gets is, "How do you do it?" In this episode, Chad shares his process and how he continues strong as a solo agent.2019-11-1118 min
7 Figure Annuity SalesEpisode 55 - Staying MotivatedStaying motivated in an industry with many difficulties and demands can be challenging. Whether you are doing great or business has slowed down, staying motivated is key to success. In this episode, Chad shares how his "WHY" keeps him motivated, even in ups and downs.2019-11-0618 min
7 Figure Annuity SalesEpisode 54 - The Application ProcessThere are so many things to think about... when filling out the client's application. This can seem like a daunting task but it's our responsibility to do what is right for the client! In this episode, Chad simplifies the application process by showing you how he does it.2019-11-0417 min
7 Figure Annuity SalesEpisode 53 - Regaining MomentumHave you lost the wind in your sails? You started strong, you are doing everything you know to do, and now you are slowing down? Everyone experiences rough patches in their business, but how you move forward is most important. In this episode, Chad explains how he regains momentum when business is slowing down.2019-10-2818 min
7 Figure Annuity SalesEpisode 52 - Working Your Old LeadsImagine this... You have a stack of old leads sitting in a filing cabinet and it seems so daunting. How many objections will they have when you call? Have they already taken care of their problem? The reality is, you could be one phone call away from a monster deal regardless of how old the lead is! In this episode, Chad uncovers the methods he uses to rekindle old prospects.2019-10-2118 min
7 Figure Annuity SalesEpisode 51 - Knowing Your LimitsIn an industry that requires much of your time, energy, and effort, it is important to know your limits. In this episode, Chad shares how to push forward, stay strong, and grow your business without burning out.2019-10-1617 min
7 Figure Annuity SalesEpisode 50 - Product Pushing VS Solution SellingPut your clients first, find their pain points, and genuinely give them a beneficial solution! Make that your priority. In this episode, Chad digs into the main differences between product pushing and solution selling. Take an honest evaluation of your business...Which side do you fall on?2019-10-1418 min
7 Figure Annuity SalesEpisode 49 - Give the 4th Quarter Everything!Regardless of how this year has played out up to this point, there's still time to end the year strong! In this episode, Chad talks about how the last quarter proves time and time again to be the most productive in his business!2019-10-0717 min
7 Figure Annuity SalesEpisode 48 - Navigating Broker ObjectionsDoes your potential client have money with a broker? If so, chances are that broker is going to push back when your client tries to move their money into an annuity. In this episode, Chad uncovers some great strategies for countering broker objections!2019-10-0217 min
7 Figure Annuity SalesEpisode 47 - Handling Closing ObjectionsImagine this... The appointment has gone over without a hitch, you're about to close the deal, and all of a sudden you're client comes up with a laundry list of objections... Has this ever happened to you? Your ability to counter closing objections is CRUCIAL for getting paid! In this episode, Chad unpacks some of the common techniques he uses for overcoming objections during closes on a regular basis.2019-09-3018 min
7 Figure Annuity SalesEpisode 46 - FIA's: Putting Your Best Foot ForwardGetting your business started out on the right foot is vital. Knowing exactly how to execute can be very challenging as well. In this episode, Chad discusses how to tackle those beginning stages, how to launch your business to the next level, and how to become an EXPERT in the FIA industry!2019-09-2318 min
7 Figure Annuity SalesEpisode 45 - Overcoming "Post-Appointment" Objections!Whether it's their broker or their neighbor, someone will likely have an opinion on why your client has made a horrible decision by purchasing an annuity... The question is, are you ready to counter those objections? In this episode, Chad breaks down the most common "post-appointment" objections and lets you in on how to overcome them. Apply these tricks and watch as your close-ratio increases!2019-09-1819 min
7 Figure Annuity SalesEpisode 44 - Work Hard, Play HarderManaging your business can be stressful and overwhelming... In this episode, learn how Chad works hard and breaks records in his industry, while traveling the world 3+ months out of the year!2019-09-1718 min
7 Figure Annuity SalesEpisode 43 - Why Aren't Your Leads Working?One of the most common questions Chad gets is, "Why aren't my leads working??" In this episode, he uncovers some of the most common reasons your relationship with your leads can be a rocky one!2019-09-1018 min
7 Figure Annuity SalesEpisode 42 - Making Everyday CountIn a busy and bustling industry how do you take advantage of every minute? In this episode Chad breaks down a normal week and shares some valuable tips on leads and appointments. 2019-09-0318 min
7 Figure Annuity SalesEpisode 41 - Is Your Marketer Investing In You or Your Contracts?In an industry that often over promises and under delivers, how do you know if your marketing organization really cares about you..? In this episode, Chad cuts through the fluff that marketers push during recruiting events and shows you exactly how to determine if your marketer is really for YOU or just after your contracts!2019-08-2718 min
7 Figure Annuity SalesEpisode 40 - Statements That Will Close the DealScare tactics and hard closing techniques are methods of an outdated, pushy salesperson. In this episode, Chad shares how specific questions can help guide your client throughout the appointment process. Discover how soft closing techniques and confirmation statements help you close the sale.2019-08-2018 min
7 Figure Annuity SalesEpisode 39 - The Power of Pain PointsPain can make or break people. It can do the same with your clients’ retirement accounts. In this episode, Chad dives into the reality of pain. He will uncover how to reveal your clients’ pain points, pain points in the market, and the pain points deep within your mind that are holding you back. 2019-08-1316 min
7 Figure Annuity SalesEpisode 35 - Managing Time Like a ProHe’s a solo annuity producer that writes over $16M+ per year while taking 14+ weeks off for vacation, and is a real family man… How does he have time to do all this with excellence? In this episode, Chad uncovers his time management secrets!2019-07-1620 min
7 Figure Annuity SalesEpisode 32 - Pushing Through: My Story of SuccessIn this episode, Chad shares his success journey from Hawaii to Texas and everything in between, and reveals the big thing that's helped him overcome all of the challenges he's faced. He explains how many people want to get where he is but do not want to go through what he went through to get to where he is. Dive into Chad's success story and be encouraged... Your story is unfolding right in front of your eyes! 2019-06-2718 min
7 Figure Annuity SalesEpisode 31 - Building Your LegacyMoney is a great tool to create a lifestyle of adventure and abundance, but what does it mean to obtain real wealth? How do you get there? In this episode of The Annuity Sales Coach podcast, Chad distinguishes between riches and wealth and helps you transform your mindset to create a legacy that will impact generations to come! 2019-06-1817 min
7 Figure Annuity SalesEpisode 30 - Leads: Cost vs. ValueWhat is the real value of a lead..? How many leads do you need to close a good number of deals? In this episode of The Annuity Sales Coach podcast, Chad reveals the cost vs. value of leads and how to uncover the diamonds hidden within piles of rocks. When you understand the true value of a lead, you will work harder to best serve the person it represents! 2019-06-1117 min
7 Figure Annuity SalesEpisode 29- Fact Finding: A 30,000 ft. OverviewWhether you're seasoned or just starting out by cross-selling annuities with your current book of business, the fact finding process is your secret to solution selling! In this episode of The Annuity Sales Coach podcast, Chad digs deep into his process for uncovering the gold in his clients' retirement accounts! Put this information into practice and you'll see your average case size increase while better protecting your clients!2019-06-0417 min
7 Figure Annuity SalesEpisode 28 - The Secret to Increasing your Average Case SizeIn this episode, Chad reveals the secret to increasing your average case size. A few small things can elevate you WAY above the industry average...Are you doing them?2019-05-2916 min
7 Figure Annuity SalesEpisode 27 - Life as a Solo AgentIn this episode, Chad talks minimum expectations, life as a solo agent, his journey, generating leads, and retirement realized agents academy.2019-05-2117 min
7 Figure Annuity SalesEpisode 25 - Annuity Basics Part 4: Fixed Indexed AnnuitiesFixed Indexed Annuities (FIAs) are the most common type that Chad writes, and in this episode he breaks down these products. Here’s your guide to understanding participation rates, index strategies, and spreads.2019-05-0717 min