Episode 158 - Are You Benefiting Or Costing Your Clients?

Selling Annuities From A Worst Case Scenario: 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... by 7 Figure Annuity Sales

19 min listen

Healthy Body, Healthy Mind, Healthy Soul = Healthy Business: 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... by 7 Figure Annuity Sales

21 min listen

Interest Crediting Index Strategies: 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... by 7 Figure Annuity Sales

22 min listen

Understanding the DOL Rule and Its Impact on Agents: 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... by 7 Figure Annuity Sales

22 min listen

Chad 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.... by 7 Figure Annuity Sales

19 min listen

Current Annuity Market Conditions: 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... by 7 Figure Annuity Sales

19 min listen

Replacing An Annuity: 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... by 7 Figure Annuity Sales

19 min listen

Index Strategies, Crediting, and Allocation: 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... by 7 Figure Annuity Sales

26 min listen

Best Practices for Selecting Products and Carriers: "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... by 7 Figure Annuity Sales

17 min listen

Annuities for Income vs. Accumulation: 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... by 7 Figure Annuity Sales

18 min listen

3 Talking Points With Retirees: Check out our episode '3 Talking Points With Retirees' where we dive into crucial conversations about retirement planning. We cover the essentials: Pensions, Social Security, and Defined Contribution Plans, and why they matter more than ever. We also... by 7 Figure Annuity Sales

17 min listen

Communicating The Risks and Benefits of Annuities: Tune into 'Communicating The Risks and Benefits of Annuities' for a deep dive into the ins and outs of Fixed and Indexed Annuities. We're tackling the common concerns like liquidity, fees, and the fear of low returns, while highlighting the major wins... by 7 Figure Annuity Sales

17 min listen

The Three Pillars Of Annuity Sales Success: Tune in to 'The Three Pillars Of Annuity Sales Success' where we uncover the core components that drive success in annuity sales. We'll explore effective lead generation, refine your sales process with expert training, and delve into choosing the best... by 7 Figure Annuity Sales

15 min listen

Selling Annuities Virtually: Dive into 'Selling Annuities Virtually' for all you need to know about online annuity sales. We'll touch on setting up your digital space, nailing virtual presentations, and keeping up with clients online. Perfect for anyone looking to boost their... by 7 Figure Annuity Sales

17 min listen

Index Allocation in 2024: Tune into 'Index Allocation in 2024' for a straightforward take on navigating index choices for your annuities. We'll cover why most indices tend to track closely together and the risks of new index strategies. Learn when the S&P 500 might be your... by 7 Figure Annuity Sales

21 min listen

Legacy Planning With Annuities: Join us for a deep dive into 'Legacy Planning With Annuities' on our latest episode. We start with a fundamental question: what's the purpose of your money, planning for life or planning for legacy? We explore strategies like passing wealth through... by 7 Figure Annuity Sales

16 min listen

Selling Annuities in a Rate Drop Environment: Dive into our episode on 'Selling Annuities in a Rate Drop Environment' where we explore effective strategies for dealing with lower interest rates. We discuss how to build urgency without resorting to fear tactics and how to respond when clients want... by 7 Figure Annuity Sales

19 min listen

The 5 Main Product Selection Criteria: Jump into our latest episode where we break down the '5 Main Product Selection Criteria' for annuity products. We'll look at how to gauge an insurer's financial stability, sift through to find the best benefits, and check out their customer service... by 7 Figure Annuity Sales

14 min listen

Using Income Riders, Asking Questions The Right Way: Dive into the world of income riders and learn the secrets of asking the right questions to boost your annuity sales. This episode is packed with tips on effectively presenting income riders, engaging clients, and building trust through strategic... by 7 Figure Annuity Sales

22 min listen

Annuity Industry Forecast For 2024: Join us for 'Annuity Industry Forecast for 2024,' where we peek into the future of annuities. After record sales in the past couple of years, we're exploring why 2024 might see a slight dip, considering factors like the S&P 500's rise, changing... by 7 Figure Annuity Sales

18 min listen

Lead Generation Strategies for 2024: Ready to amp up your lead game in 2024? Check out our episode 'Lead Generation Strategies for 2024.' We dive into the world of creative lead generation, from tried and true methods like internet leads, seminars, webinars, and radio, to alternative... by 7 Figure Annuity Sales

19 min listen

How to Have a Seven Figure January: Ready for a game-changing January? Tune in to our latest episode, 'How to Have a Seven Figure January.' We kick off with fine-tuning your process – think smoother calls, streamlined appointments, and a calendar that actually works for you. Next, we... by 7 Figure Annuity Sales

15 min listen

Bonus Annuities - The Good, The Bad, The Ugly: Check out 'Bonus Annuities - The Good, The Bad, The Ugly,' where we dive into the highs and lows of bonus annuities. We cover the instant benefits, the potential trade-offs like reduced index rates, and the tricky aspects like lower commissions and... by 7 Figure Annuity Sales

22 min listen

End Of Year Marketing Strategies: Get ready to ramp up your end-of-year game with our latest episode, 'End Of Year Marketing Strategies.' We dive into why keeping your lead flow active through the holidays is crucial, and how to scout for new opportunities with lead vendors. Learn... by 7 Figure Annuity Sales

19 min listen

The Art Of Closing: Master the subtleties of finalizing annuity sales in our latest episode, 'The Art Of Closing.' This episode focuses on the nuances of reading body language and handling questions and objections during the closing process. Learn how to use simple, yet... by 7 Figure Annuity Sales

15 min listen

3 Strategies To Improve Your Appointment Process: 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... by 7 Figure Annuity Sales

17 min listen

Do FIAs Still Have A Place In A High Rate Environment?: Dive into the intricacies of Fixed Index Annuities (FIAs) in a high-rate environment in our latest episode. We dissect whether FIAs retain their appeal for clients when interest rates soar, and how agents can leverage their benefits. Uncover... by 7 Figure Annuity Sales

15 min listen

How To Word Important Client Questions: When asking important questions to clients, because of the nature of our industry, you need to word things correctly otherwise you may get the correct answers you are looking for. When you are helping people with their retirement ensuring you have all... by 7 Figure Annuity Sales

21 min listen

Cross-Selling Annuities with Life Insurance Leads: In 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... by 7 Figure Annuity Sales

20 min listen

5 Things Your IMO Should Be Doing For You: In this week's revisiting of one of our best episodes we will talk about 5 things your IMO should be doing for you. Is your Marketing Organization setting you up for success and giving you the necessary tools to achieve your goals? In this episode,... by 7 Figure Annuity Sales

21 min listen

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Episode 158 - Are You Benefiting Or Costing Your Clients?

Episode 158 - Are You Benefiting Or Costing Your Clients?

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