295 episodes
7 Figure Annuity Sales Chad C. Owen
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- Education
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4.7 • 44 Ratings
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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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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 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.
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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. 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.
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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 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.
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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 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.
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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 decisions. This episode is jam-packed with actionable insights to help you maximize the potential of your annuity products and tailor your approach to fit each client's unique financial landscape. Perfect for advisors looking to deepen their knowledge and refine their strategies in the ever-evolving world of annuities.
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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 overall reputation. Plus, we'll cover how to match these factors with your clients' needs for a winning combination. Whether you're new to the industry or a seasoned pro, this episode will equip you with the knowledge to make informed decisions that benefit both you and your clients."
Customer Reviews
He does what we do!
When I hear Chad talk about his daily activity for sales, I think, he does what we do too! He’s out in the field just like us. It’s so refreshing listening to him talk about his experiences and how he has made it work for him. I’ve been in this industry for a year and a half, and constantly trying to up my activity and sales production. The way he speaks about our industry is so easy to understand. Some shows get too high tech and hard to understand. He speaks annuity all the way. He speaks the language we speak in our field. I’m constantly recommending this podcast to new agents at the agency I work with. It’s a great tool to listen to get you to understand better how to be successful. I can’t get enough of this podcast, so motivating and educational. Can’t wait to attend a live event and hear Chad speak.
Packed with Useful Nuggets
Love Chad's work. He talks the talk
Absolute Gold!
If you are an agent in the insurance industry looking to learn from an expert about annuities this is the Podcast for you! Chad does a great job explaining his processes and how the topics impact him on a personal level! Love that he is in the industry and has been for years. Truly shows he knows what he is talking about and is grinding right alongside other agents in the field!