Episodes

  • Best Q4 Practices
    Oct 28 2024

    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 and close the year strong. This episode offers valuable insights into keeping your sales process active and effective during the busy holiday season.

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    21 mins
  • How To Get Pending Business Pushed Through
    Oct 21 2024

    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 routine sales, get practical advice to help you push your pending business through to successful completion.

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    18 mins
  • 3 Strategies To Improve Your Appointment Process
    Oct 14 2024

    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.

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    17 mins
  • How To Increase Production With Decreased Lead Flow
    Oct 7 2024

    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 episode is packed with valuable lessons for any agent looking to increase their production effectively, even when facing challenges like reduced lead flow.

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    18 mins
  • How To Handle Falling Rates When Selling Annuities
    Sep 30 2024

    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 highlight the benefits of annuities that go beyond rate considerations, such as guaranteed income and protection against market volatility. This episode is essential for any agent looking to thrive in fluctuating financial landscapes.

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    17 mins
  • How To Create A Repeatable And Scalable Sales Process
    Sep 23 2024

    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.

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    25 mins
  • The Psychology Of Choice
    Sep 3 2024

    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 without these downsides, emphasizing the importance of thorough fact-finding. Learn how asking the right questions, much like a skilled car salesperson, can guide clients to make informed decisions while still feeling in control of their financial future.

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    17 mins
  • How Important Is Index Crediting On Income Cases?
    Aug 26 2024

    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-term care enhancements and death benefits. We'll also discuss how these factors influence client discussions during annual reviews, referrals, and overall satisfaction. Join us as we break down how selecting the right indices involves a strategic blend of the index characteristics, crediting methods, and current rates.

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    18 mins