7 Figure Annuity Sales Chad C. Owen

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 incorporating health and wellness into your daily routine and see firsthand how a holistic approach to personal care can enhance your business productivity and success.

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 aiming to enhance their understanding of annuity products and improve their investment decisions.

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 compliance, and continually enhancing your knowledge to best serve your clients.

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 virtual appointments work.

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 rates and a noticeable increase in income strategies. Tune in to stay updated on the latest shifts in the annuity world.

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 replacing annuities.