7 Figure Annuity Sales

Oct 28 2024 313 ep. 18 mins 131
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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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

How To Create A Repeatable And Scalable Sales Process

Sep 23 2024 25 mins  
In 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.

The Psychology Of Choice

Sep 03 2024 16 mins  
Dive into "The Psychology of Choice" in this episode where we examine why many agents present a variety of products, allowing clients to choose what seems best for them. This strategy can empower clients and reduce liability for the agent, but it might also diminish the client's perception of the agent's expertise and the value they add. We explore how agents can offer choice witho

How Important Is Index Crediting On Income Cases?

Aug 26 2024 18 mins  
Explore the significant role of index crediting in income-focused annuity cases in this episode. We delve into why, while income remains the primary concern, the choice of index crediting strategies can be crucial. Learn how these decisions impact the account value, which is essential not just for maintaining the principal but also for benefits tied to the account value, like long-

Presence = Productivity

Aug 19 2024 14 mins  
Dive into the crucial link between presence and productivity as we explore why being fully engaged is essential for achieving your goals. We discuss the importance of ensuring you're focused on the right tasks, as presence alone isn't enough if you're not on the right path. Whether in professional settings or personal relationships, discover how making presence a priority can trans

Switching From Face To Face to Virtual

Aug 12 2024 19 mins  
In 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