7 Figure Annuity Sales

Mar 03 2025 318 ep. 18 mins 130
7 Figure Annuity Sales Podcast artwork

In The 7 Figure Annuity Sales Podcast, $269M+ solo producer, Chad Owen, guides agents through the ups and downs of the annuity industry and reveals his learned secrets to success. Owen shows agents how to increase their sales, increase their lifestyles, increase their influence, and increase their impact on the world around them!

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Updates to the Fact Finder

Mar 03 2025 18 mins  
Join us as we delve into the recent updates made to the Fact Finder, a crucial tool for annuity agents. Learn how we've revamped this essential one-sheet to better capture all the necessary information during the first phone call with a client. This episode covers the enhancements designed to help agents fully understand their clients' situations and needs, addressing the modern-da

How to Tackle 2025 in the Annuity Business

Feb 24 2025 15 mins  
Join 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 a

Talking Points With Clients Who Love The Market

Dec 16 2024 25 mins  
Explore effective talking points for engaging clients who are enthusiastic about the stock market. Start by addressing the bullish mentality that underlies their willingness to stay invested despite potential risks, discussing the concepts of paper loss versus paper gain, and emphasizing that gains are not truly realized until they are captured. Dive into their comfort wi

The Commonalities of Elite Producers

Dec 09 2024 18 mins  
In this episode, Caleb discusses some of the common traits, practices, and tendencies of elite annuity producers. Learn from these commonalities and attempt to implement them into your own business while mixing them with your own strengths. When combined you too can become an elite producer.

Don’t Do These 3 Things When Selling Annuities

Nov 04 2024 22 mins  
In this episode, we discuss three key pitfalls to avoid in annuity sales. First, always verify your lead information; assuming it's correct without checking can lead to issues down the line. Next, avoid presenting too many product options to clients, as this can overwhelm them and hinder decision-making. Lastly, we examine a specific strategy used by Chad—focusing on tailored sol

Best Q4 Practices

Oct 28 2024 21 mins  
Explore essential strategies for maximizing your end-of-year sales in this episode focused on Q4 best practices. We discuss the importance of maintaining momentum and not assuming prospects want to wait until after the holidays to make financial decisions. Learn how to approach leads and appointments during the fourth quarter differently, ensuring you stand out from other agents an

Getting Business Issued: Pending Business Process

Oct 21 2024 17 mins  
Dive into effective strategies for moving pending annuity sales to completion in this insightful episode. Learn how to accelerate the approval process and ensure your deals close more efficiently. We cover tips for improving communication with underwriters, streamlining paperwork, and managing client expectations to minimize delays. Whether you're dealing with complex cases or rout

3 Strategies To Improve Your Appointment Process

Oct 14 2024 17 mins  
Enhance your annuity sales approach in our latest episode '3 Strategies To Improve Your Appointment Process.' Discover the impact of thorough fact-finding, the importance of a polished presentation process, and the value of deep product and carrier knowledge. These key strategies are designed to streamline your appointments and boost your sales effectiveness.

How To Increase Production With Decreased Lead Flow

Oct 07 2024 17 mins  
Discover how Chad achieved his best year in annuity sales ever, despite a decrease in lead flow, in this insightful episode. We delve into the strategies and tactics that allowed him to maximize production with fewer leads. Learn how focusing on high-quality engagements, refining sales techniques, and leveraging existing client relationships can lead to substantial growth. This epi

How To Handle Falling Rates When Selling Annuities

Sep 30 2024 17 mins  
Explore strategies for handling falling rates when selling annuities in this episode. We dive into how to navigate the challenges of a declining interest rate environment while maintaining client trust and sales momentum. Discover techniques for emphasizing the stability and security that annuities can offer, even when rates are dropping. Learn how to adjust your sales pitch to hig