7 Figure Annuity Sales

Explore strategies for selling annuities by focusing on worst-case scenarios in this insightful episode. We discuss how addressing potential negative outcomes can reassure clients and solidify their decision-making. Learn to present annuities as a safeguard against financial uncertainty, highlighting features like guaranteed income and downside protection. This approach helps clien

Explore the powerful link between personal well-being and professional success in this episode focused on the mantra 'Healthy Body, Healthy Mind, Healthy Soul = Healthy Business.' We delve into how maintaining your physical health, nurturing mental wellness, and fostering spiritual balance can significantly boost your effectiveness as an annuity agent. Get practical tips for incorp

Dive into the details of interest crediting index strategies in this episode, where we unpack the various methods used in fixed and indexed annuities. Learn about the impact each strategy has on annuity growth, explore the benefits and factors to consider with different indices, and understand how they fit into the current market conditions. This session is crucial for anyone aimin

Explore the upcoming DOL Rule effective September 23, 2024, and its implications for financial advisors. Understand the expanded definition of a fiduciary, the responsibilities for providing honest, best-interest advice, and the exemptions for insurance intermediaries like IMOs, FMOs, and BGAs. We'll guide you on preparing for the new standards—staying informed, ensuring complian

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 virtu

Let's talk about the current state of the annuity market in our latest episode. We discuss how rates are holding steady and take a look at some exciting updates from Equitrust, Lincoln Financial, and Global Atlantic. You'll also hear from Chad about his recent experiences with clients and from Caleb on what’s trending with agents right now, including the quest for the highest rat

This week we re-visit an old episode that is one of our best... Replacing An Annuity. This is one of the most case by case areas of annuity sales. Certain situations may incline you to push for a replacement on the line, and still others that could easily be replaced may not be the best thing for the client. In this episode, we'll cover all things related to the good and bad of rep

Tune into 'Index Strategies, Crediting, and Allocation' for a comprehensive look at the nuts and bolts of index-based annuities. We'll guide you through choosing the right index strategies, understanding crediting methods, and making smart allocation decisions. This episode is jam-packed with actionable insights to help you maximize the potential of your annuity products and tailor

"Dive into 'Best Practices for Selecting Products and Carriers' for insider tips on choosing the right annuity products and insurance carriers. We'll discuss what to look for in terms of financial stability, customer service, product features, and overall reputation. Plus, we'll cover how to match these factors with your clients' needs for a winning combination. Whether you're new

Listen in on 'Annuities for Income vs. Accumulation' where we break down the key differences and benefits of using annuities for steady income versus long-term growth. We'll explore how to decide which approach fits your financial goals, whether you're looking to secure a reliable income stream in retirement or to build and grow your savings over time. This episode is perfect for a