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Episode | Date |
---|---|
Interest Crediting Index Strategies
|
May 13, 2024 |
Understanding the DOL Rule and Its Impact on Agents
|
May 06, 2024 |
Chad Doing Virtual Appointments!?
|
Apr 29, 2024 |
Current Annuity Market Conditions
|
Apr 22, 2024 |
Replacing An Annuity
|
Apr 15, 2024 |
Index Strategies, Crediting, and Allocation
|
Apr 08, 2024 |
Best Practices for Selecting Products and Carriers
|
Apr 02, 2024 |
Annuities for Income vs. Accumulation
|
Mar 25, 2024 |
3 Talking Points With Retirees
|
Mar 18, 2024 |
Communicating The Risks and Benefits of Annuities
|
Mar 11, 2024 |
The Three Pillars Of Annuity Sales Success
|
Mar 04, 2024 |
Selling Annuities Virtually
|
Feb 26, 2024 |
Index Allocation in 2024
|
Feb 19, 2024 |
Legacy Planning With Annuities
|
Feb 12, 2024 |
Selling Annuities in a Rate Drop Environment
|
Feb 05, 2024 |
The 5 Main Product Selection Criteria
|
Jan 29, 2024 |
Using Income Riders, Asking Questions The Right Way
|
Jan 22, 2024 |
Annuity Industry Forecast For 2024
|
Jan 15, 2024 |
Lead Generation Strategies for 2024
|
Jan 08, 2024 |
How to Have a Seven Figure January
|
Dec 18, 2023 |
Bonus Annuities - The Good, The Bad, The Ugly
|
Dec 11, 2023 |
End Of Year Marketing Strategies
|
Dec 05, 2023 |
The Art Of Closing
|
Nov 27, 2023 |
3 Strategies To Improve Your Appointment Process
|
Nov 20, 2023 |
Do FIAs Still Have A Place In A High Rate Environment?
|
Nov 13, 2023 |
How To Word Important Client Questions
|
Nov 06, 2023 |
Cross-Selling Annuities with Life Insurance Leads
|
Oct 30, 2023 |
5 Things Your IMO Should Be Doing For You
|
Oct 23, 2023 |
The Do's and Don'ts of FIAs
|
Oct 16, 2023 |
Income Riders... Are They Worth The Fee?
|
Oct 09, 2023 |
How to Handle "Just send me the information" Objection
|
Oct 02, 2023 |
MYGA’s and FIA Index Allocation In High Interest Rate Environments
|
Sep 25, 2023 |
Breaking Down Different Types Of Crediting Methods
|
Sep 18, 2023 |
Why The “Nice” Agent Rarely Makes It
|
Sep 11, 2023 |
The Subconscious Mentality of Chad’s Process
|
Sep 04, 2023 |
Why You Shouldn't Overinflate Illustrations
|
Aug 28, 2023 |
Determining Increasing Income vs. Level Income
|
Aug 21, 2023 |
5 Ways to Take Advantage of the Halo Effect in Your Business
|
Aug 14, 2023 |
Determining Guaranteed Income vs. Accumulation
|
Aug 07, 2023 |
How To Leverage The Golden Age Of Annuities
|
Jul 31, 2023 |
A Day Of Analogies
|
Jul 24, 2023 |
Tips for improving an already working sales process
|
Jul 17, 2023 |
How to Replicate a Proven Sales Process
|
Jul 10, 2023 |
What Annuity Agents Do WRONG
|
Jul 03, 2023 |
The Case Design Process
|
Jun 26, 2023 |
Differentiating Yourself in a Crowded Annuity Market
|
Jun 19, 2023 |
How To Conduct Effective Client Meetings
|
Jun 12, 2023 |
Strategies for Building Referral Sources to Generate Leads
|
Jun 05, 2023 |
How to Build Trust with Clients when Selling Annuities
|
May 29, 2023 |
Understanding Client Risk Tolerance When Selling Annuities
|
May 22, 2023 |
How to create a repeatable and scalable sales process
|
May 15, 2023 |
How to Effectively Communicate the Risks and Benefits of Annuities to Clients
|
May 08, 2023 |
How Annuities Are Classified
|
May 01, 2023 |
Replacing An Annuity
|
Apr 24, 2023 |
Addressing Bank Issues And Bank Sponsored Index Strategies
|
Apr 17, 2023 |
First Quarter Challenges for Annuity Agents
|
Apr 10, 2023 |
Why we Love Annuities but Dislike Annuitization
|
Apr 03, 2023 |
Income Riders and Why the Fee Shouldn’t Scare You
|
Mar 27, 2023 |
Index Allocations In The Current Rate Environment
|
Mar 20, 2023 |
How Annuities Fit into the Current Market Conditions
|
Mar 13, 2023 |
Chad’s Call With The Bad Agent
|
Mar 06, 2023 |
Understanding the Different Types of Annuity Clients
|
Feb 27, 2023 |
What makes a good IMO?
|
Feb 20, 2023 |
The Importance of Data Collection and a Drip System
|
Feb 13, 2023 |
The 3 Pillars Of A Strong Year Pt. 3
|
Feb 06, 2023 |
The 3 Pillars Of A Strong Year Pt. 2
|
Jan 30, 2023 |
The 3 Pillars Of A Strong Year Pt. 1
|
Jan 23, 2023 |
The Victor’s Mentality… Assuming The Deal
|
Jan 16, 2023 |
Why Information Verification is Crucial
|
Jan 09, 2023 |
How To Write Seven Figures In January
|
Jan 03, 2023 |
How to Interpret Appointment and Closing Rates for Areas of Improvement
|
Dec 19, 2022 |
3 Things To Start The New Year Off Strong
|
Dec 12, 2022 |
MYGA’s and FIA Index Allocation In High Interest Rate Environments
|
Dec 05, 2022 |
How The Fourth Quarter Can Be Your Best Quarter
|
Nov 21, 2022 |
Two Areas Agents Need To Be Excellent In
|
Nov 14, 2022 |
Scaling Your Business Effectively and Efficiently
|
Nov 07, 2022 |
Cross-Selling Annuities Through AEP
|
Oct 31, 2022 |
The Common Resistances To Using Annuities With Retirees
|
Oct 24, 2022 |
How Annuities Impact the Current Market Landscape
|
Oct 17, 2022 |
The Current Market Landscape and its Impact on Retirees
|
Oct 10, 2022 |
How and Why I Spend a Quarter of My Life Retired
|
Oct 03, 2022 |
How To Select The Best Product
|
Sep 26, 2022 |
Why choose FIAs when MYGAs are so high?
|
Sep 19, 2022 |
3 Ways To Obtain Referrals
|
Sep 12, 2022 |
Lessons From An Alaskan Fishing Trip
|
Sep 06, 2022 |
What to do When the Client Wants Something You Know Isn't in their Best Interest
|
Aug 29, 2022 |
Virtual Appointments vs. In-Person Appointments
|
Aug 22, 2022 |
How to Handle the "Just send me the information" Objection
|
Aug 15, 2022 |
5 Encouragements for Agents in the Field
|
Aug 08, 2022 |
The Summertime Slump and How to Navigate It
|
Aug 01, 2022 |
How to go from No Lead Budget to Lead Surplus
|
Jul 25, 2022 |
The Single Most Important Question You Can Ask Your Clients.
|
Jul 18, 2022 |
Income Riders: Are They Worth The Fee?
|
Jul 11, 2022 |
Why Chad Calls Brokers "BOOKIES"!
|
Jul 05, 2022 |
How to ACTUALLY Increase Your Average Case Size
|
Jun 27, 2022 |
The Importance of Having a Strong Brand
|
Jun 20, 2022 |
5 Marketing Strategies to Boost Your Annuity Sales
|
Jun 13, 2022 |
The 3 Keys to Planning Income For Life
|
Jun 06, 2022 |
Annuity Rates on the Rise!
|
May 31, 2022 |
Preparing for a Recession
|
May 23, 2022 |
Is What You're Doing Working?
|
May 16, 2022 |
Income Strategies for Agents Pt. 2
|
May 09, 2022 |
Income Strategies for Agents Pt. 1
|
May 02, 2022 |
The MOST Overlooked Part of Increasing Production... Rest
|
Apr 25, 2022 |
How to Achieve a 72% Conversion Rate WITHOUT Scare Tactics
|
Apr 18, 2022 |
Learning from the Highs and Lows of Sales
|
Apr 11, 2022 |
Starting Strong: Second Quarter Strategy
|
Apr 04, 2022 |
3 things you HAVE to say to your clients!
|
Mar 28, 2022 |
Increase Lead Flow Done Right
|
Mar 21, 2022 |
How Clients are Affected by the Market
|
Mar 14, 2022 |
Tips from a $200+ million producer
|
Mar 07, 2022 |
3 Challenging Parts of this Business Pt. 2
|
Feb 28, 2022 |
3 Challenging Parts of this Business Pt. 1
|
Feb 21, 2022 |
How I Sold $4.2 Million in Annuity Production in January
|
Feb 14, 2022 |
Episode 182: Responding to Wins and Losses
|
Feb 07, 2022 |
Episode 181: Email Marketing: Why And How To Do It
|
Jan 31, 2022 |
Episode 180: Improve These 3 Areas To Double Your Production
|
Jan 24, 2022 |
Episode 179: 2 Things You Need To Ask Clients In Every Appointment
|
Jan 17, 2022 |
Episode 178: Catching Momentum for 2022
|
Jan 10, 2022 |
Episode 177: Mentorship Multiplication
|
Jan 03, 2022 |
Episode 176: Failure Is Not An Option
|
Dec 27, 2021 |
Episode 175 - What To Expect With Marketing Expenses
|
Dec 20, 2021 |
Episode 174 - Why You Should Use Income Riders
|
Dec 13, 2021 |
Episode 173 - 3 Reasons Your Lack Of Branding Is Hurting You And How To Fix It.
|
Dec 06, 2021 |
Epsiode 172 - 5 Things Your IMO Should Be Doing For You
|
Nov 29, 2021 |
Episode 171 - Cross-Selling During Open Enrollment
|
Nov 22, 2021 |
Episode 170 - Small Decisions, Big Impact
|
Nov 15, 2021 |
Episode 169 - How to Respond in a Down Market
|
Nov 08, 2021 |
Episode 168 - Setting Proper Lead Expectations
|
Nov 01, 2021 |
Episode 167 - Selecting Index Strategies And Renewal Rates
|
Oct 25, 2021 |
Episode 166 - How To Sell Annuities In The Fourth Quarter
|
Oct 18, 2021 |
Episode 165 - The Myth Of Diversification
|
Oct 11, 2021 |
Episode 164 - Cross-Selling Annuities with Life Insurance Leads
|
Oct 04, 2021 |
Episode 163 - How To Book More Appointments
|
Sep 27, 2021 |
Episode 162 - Navigating High Market Challenges
|
Sep 20, 2021 |
Episode 161 - 3 Ways To Increase Your Annuity Production
|
Sep 13, 2021 |
Episode 160 - How and Why to Track Your numbers
|
Sep 06, 2021 |
Episode 159 - Keep Up Or Get Left Behind
|
Aug 30, 2021 |
Episode 158 - Are You Benefiting Or Costing Your Clients?
|
Aug 23, 2021 |
Episode 157 - Mindset of an Elite Producer
|
Aug 16, 2021 |
Episode 156 - Standing Out Against The Competition
|
Aug 09, 2021 |
Episode 155 - How to be Robotic Without Being Dull
|
Aug 02, 2021 |
Episode 154 - Risk Money vs Safe Money
|
Jul 26, 2021 |
Episode 153 - Stump The Chump
|
Jul 19, 2021 |
Episode 152 - How to Handle a No Show
|
Jul 12, 2021 |
Episode 151 - 25 Reasons Why Agents Fail Part 4
|
Jul 05, 2021 |
Episode 150 - 25 Reasons Why Agents Fail Part 3
|
Jun 28, 2021 |
Episode 149 - 25 Reasons Why Agents Fail Part 2
|
Jun 21, 2021 |
Episode 148 - 25 Reasons Why Agents Fail Part 1
|
Jun 14, 2021 |
Episode 147 - How To Build an Appointment Process
|
Jun 07, 2021 |
Episode 146 - How to Build a Phone Script
|
May 31, 2021 |
Episode 145 - How to Build a Fact Finder
|
May 24, 2021 |
Episode 144 - What to do After the Sale
|
May 17, 2021 |
Episode 143 - Selling FIAs For The First Time
|
May 10, 2021 |
Episode 142 - What Sells For You When You’re Gone
|
May 03, 2021 |
Episode 141 - Top 3 Client Pain Points
|
Apr 26, 2021 |
Episode 140 - Help Solve The Problem
|
Apr 19, 2021 |
Episode 139 - The Power of a Professional Presence
|
Apr 12, 2021 |
Episode 138 - A New Take On Simplifying Annuities
|
Apr 05, 2021 |
Episode 137 - How To Handle Objections Before They Arise
|
Mar 29, 2021 |
Episode 136 - Overcoming High Market Resistance
|
Mar 22, 2021 |
Episode 135 - The Reward of Remaining Focused
|
Mar 15, 2021 |
Episode 134 - The Benefits of Cross-Selling Correctly
|
Mar 08, 2021 |
Episode 133 - How to Be the Expert in This Industry
|
Mar 01, 2021 |
Episode 132 - How I Reached $200 Million in Solo Annuity Production
|
Feb 22, 2021 |
Episode 131 - Selling to the Right Age Demographic
|
Feb 15, 2021 |
Episode 130 - The Advantage of the Golden Age of Annuities
|
Feb 08, 2021 |
Episode 129 - Refining Your Appointment Process
|
Feb 01, 2021 |
Episode 128 - Presenting From The Worst-Case Scenario
|
Jan 25, 2021 |
Episode 127 - Every Lead (Old and New) Is an Opportunity
|
Jan 18, 2021 |
Episode 126 - Finding Your Why in 2021
|
Jan 11, 2021 |
Episode 125 - New Years Encouragement
|
Jan 04, 2021 |
Episode 124 - Typical Work Week For A Solo $200M Producer
|
Dec 28, 2020 |
Episode 123 - Million Dollar Fact-Finding Strategies
|
Dec 21, 2020 |
Episode 122 - How to Increase Your Average Case Size
|
Dec 14, 2020 |
Episode 121 - Best Ways to Overcome Holiday Objections
|
Dec 07, 2020 |
Episode 120 - How to help the Client and Close the Deal
|
Nov 30, 2020 |
Episode 119 - Seeing the Value in the Basics
|
Nov 23, 2020 |
Episode 118 - How to Explain Risk and Safe Money to Clients
|
Nov 16, 2020 |
Episode 117 - The Last Quarter Is More Important Than You Think
|
Nov 09, 2020 |
Episode 116 - When and When Not to Help a Client
|
Nov 02, 2020 |
Episode 115 - Processing Your Leads in a New Way
|
Oct 26, 2020 |
Episode 114 - The Importance of Your Why
|
Oct 19, 2020 |
Episode 113 - Best Annuity Business Practices
|
Oct 12, 2020 |
Episode 112 - The Thoughts That Block Objections
|
Oct 05, 2020 |
Episode 111 - Mastering the First Phone Call
|
Sep 28, 2020 |
Episode 110 - 3 Simple Annuity Sales Tips
|
Sep 21, 2020 |
Episode 109 - How's Your Leads Perspective?
|
Sep 14, 2020 |
Episode 108 - Poverty, Riches, and Wealth Mindset
|
Sep 07, 2020 |
Episode 107 - From Breakdowns To Breakthroughs
|
Aug 31, 2020 |
Episode 106 - It's About Solutions, Not Sales
|
Aug 24, 2020 |
Episode 105 - I Can't Believe I Did That
|
Aug 17, 2020 |
Episode 104 - There's No Time Like Now
|
Aug 10, 2020 |
Episode 103 - Comfort Zones: The Enemy of Success
|
Aug 03, 2020 |
Episode 102 - Appointments Done Right
|
Jul 27, 2020 |
Episode 101 - Fact Finding Made Easy
|
Jul 20, 2020 |
Episode 100 - You Can Do This!
|
Jul 13, 2020 |
Episode 99 - Annuities Made Simple
|
Jul 06, 2020 |
Episode 98 - The Golden Age of Annuities
|
Jun 29, 2020 |
Episode 97 - When A Lead Is Dead
|
Jun 22, 2020 |
Episode 96 - Always Sell Safety
|
Jun 15, 2020 |
Episode 95 - Lead Budget Know-How
|
Jun 08, 2020 |
Episode 94 - Opportunities Meet Preparation
|
Jun 01, 2020 |
Episode 93 - Gaining the Client's Trust
|
May 25, 2020 |
Episode 92 - Do What's Best For the Client
|
May 18, 2020 |
Episode 91 - Your Retirement Matters
|
May 11, 2020 |
Episode 90 - The Choice: Risk or Security
|
May 04, 2020 |
Episode 89 - Don't Believe Everything You Hear
|
Apr 27, 2020 |
Episode 88 - The Market is a Temperamental Child
|
Apr 20, 2020 |
Episode 87 - Taking Your Appointment Digital
|
Apr 13, 2020 |
Episode 86 - Eliminating Client Confusion
|
Apr 06, 2020 |
Episode 85 - Practice What You Preach
|
Mar 30, 2020 |
Episode 84 - Attaining Growth in a Pandemic
|
Mar 25, 2020 |
Episode 83 - Thriving Business Amidst Coronavirus
|
Mar 23, 2020 |
Episode 82 - Top 4 Tips for Annuity Business Growth
|
Mar 16, 2020 |
Episode 81 - Why 2019 Was My Best Year Yet!
|
Mar 11, 2020 |
Episode 80 - The Advantage of Selling Worst-Case Scenario
|
Mar 09, 2020 |
Episode 79 - Selling in a Downward Market
|
Mar 02, 2020 |
Episode 78 - My Product Picking Process
|
Feb 26, 2020 |
Episode 77 - Providing Safety in Market Storms
|
Feb 24, 2020 |
Episode 76 - Making the Most of Every Lead
|
Feb 19, 2020 |
Episode 75 - Getting Clients Off the Fence Part 2
|
Feb 17, 2020 |
Episode 74 - Setting the Record Straight: Brokers and Annuities
|
Feb 10, 2020 |
Episode 73 - Leads: A New Perspective
|
Feb 03, 2020 |
Episode 72 - Life in the "Fishbowl"
|
Jan 27, 2020 |
Episode 71 - Avoiding Suitability Setbacks
|
Jan 22, 2020 |
Episode 70 - Get Pending Business Issued Faster
|
Jan 20, 2020 |
Episode 69 - How I Got My Start
|
Jan 13, 2020 |
Episode 68 - A New Look at New Years Resolutions
|
Jan 08, 2020 |
Episode 67 - Vision for 2020
|
Jan 06, 2020 |
Episode 66 - Selling in an Emotionally Driven Market
|
Dec 30, 2019 |
Episode 65 - Solution Selling with Confidence
|
Dec 23, 2019 |
Episode 64 - Why GOOD Mentorship is Important
|
Dec 18, 2019 |
Episode 63 - Becoming a TOP Annuity Salesperson!
|
Dec 16, 2019 |
Episode 62 - How to Handle Index Strategy Changes
|
Dec 09, 2019 |
Episode 61 - Backup Plans and Being Prepared
|
Dec 04, 2019 |
Episode 60 - Helping Clients Understand Annuities
|
Dec 02, 2019 |
Episode 59 - Setting the Best Example
|
Nov 25, 2019 |
Episode 58 - Putting Clients in the Right Product
|
Nov 20, 2019 |
Episode 57 - Getting Clients Off the Fence
|
Nov 18, 2019 |
Episode 56 - Solo Agent Strategies
|
Nov 11, 2019 |
Episode 55 - Staying Motivated
|
Nov 06, 2019 |
Episode 54 - The Application Process
|
Nov 04, 2019 |
Episode 53 - Regaining Momentum
|
Oct 28, 2019 |
Episode 52 - Working Your Old Leads
|
Oct 21, 2019 |
Episode 51 - Knowing Your Limits
|
Oct 16, 2019 |
Episode 50 - Product Pushing VS Solution Selling
|
Oct 14, 2019 |
Episode 49 - Give the 4th Quarter Everything!
|
Oct 07, 2019 |
Episode 48 - Navigating Broker Objections
|
Oct 02, 2019 |
Episode 47 - Handling Closing Objections
|
Sep 30, 2019 |
Episode 46 - FIA's: Putting Your Best Foot Forward
|
Sep 23, 2019 |
Episode 45 - Overcoming "Post-Appointment" Objections!
|
Sep 18, 2019 |
Episode 44 - Work Hard, Play Harder
|
Sep 17, 2019 |
Episode 43 - Why Aren't Your Leads Working?
|
Sep 10, 2019 |
Episode 42 - Making Everyday Count
|
Sep 03, 2019 |
Episode 41 - Is Your Marketer Investing In You or Your Contracts?
|
Aug 27, 2019 |
Episode 40 - Statements That Will Close the Deal
|
Aug 20, 2019 |
Episode 39 - The Power of Pain Points
|
Aug 13, 2019 |
Episode 38 - Objections Part 2: In the Appointment
|
Aug 06, 2019 |
Episode 37 - Objections Part 1: On the Phone
|
Jul 30, 2019 |
Episode 36 - Don't Be THAT Agent
|
Jul 23, 2019 |
Episode 35 - Managing Time Like a Pro
|
Jul 16, 2019 |
Episode 34 - How To Sell When the Market Keeps Rising
|
Jul 09, 2019 |
Episode 33 - Picking the Best Marketing Organization
|
Jul 02, 2019 |
Episode 32 - Pushing Through: My Story of Success
|
Jun 27, 2019 |
Episode 31 - Building Your Legacy
|
Jun 18, 2019 |
Episode 30 - Leads: Cost vs. Value
|
Jun 11, 2019 |
Episode 29- Fact Finding: A 30,000 ft. Overview
|
Jun 04, 2019 |
Episode 28 - The Secret to Increasing your Average Case Size
|
May 28, 2019 |
Episode 27 - Life as a Solo Agent
|
May 21, 2019 |
Episode 26 - Annuity Basics Part 5: Income Riders
|
May 14, 2019 |
Episode 25 - Annuity Basics Part 4: Fixed Indexed Annuities
|
May 07, 2019 |
Episode 24 - Annuity Basics Part 3: Variable Annuities
|
Apr 30, 2019 |
Episode 23 - Annuity Basics Part 2: The Right Type of Annuity for Your Client
|
Apr 23, 2019 |
Episode 22 - Annuity Basics Part 1: Simplifying Complex Ideas
|
Apr 16, 2019 |
Episode 21 - How To Expand Your Lead Budget
|
Apr 09, 2019 |
Episode 20 - Pay A Toll or It Takes A Toll
|
Apr 04, 2019 |
Episode 19 - I Can't Believe This Just Happened
|
Mar 28, 2019 |
Episode 18 - Why Annuity and Life Insurance Agents Are Failing
|
Mar 19, 2019 |
Episode 17 - Under Promise, Over Deliver
|
Mar 12, 2019 |
Episode 16 - It's Not All About the Leads
|
Mar 05, 2019 |
Episode 15 - Do What Others Don't
|
Feb 26, 2019 |
Episode 14 - Getting Your Clients To Open Up
|
Feb 19, 2019 |
Episode 13 - Becoming A Reputable Brand
|
Feb 12, 2019 |
Episode 12 - How to Pick the Right Insurance Company
|
Feb 05, 2019 |
Episode 11 - Live On the Bench Or In The Game
|
Jan 29, 2019 |
Episode 10- How To Handle Swings In The Economy
|
Jan 22, 2019 |
Episode 09 - Start 2019 Off Right
|
Jan 15, 2019 |
Episode 08 - Selling Against Your Competition
|
Dec 12, 2018 |
Episode 07- What I Leave Behind In Every Appointment
|
Dec 05, 2018 |
Episode 06- How to Identify Buying Signs
|
Nov 27, 2018 |
Episode 05- Selling in an Up Market
|
Nov 20, 2018 |
Episode 04- My YTD Numbers Through Nov. 2018
|
Nov 13, 2018 |
Episode 03 - Reality Check
|
Nov 06, 2018 |
Episode 02- Where to Meet Your Client
|
Nov 06, 2018 |
Episode 01 - Just Give Me The Book
|
Nov 06, 2018 |