7 Figure Annuity Sales

By Chad C. Owen

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Episodes: 296

Description

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!

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