You could say, “It wasn’t if, but when.” For more than 20 years, starting as teenagers, Chad Owen and Anthony Owen talked about owning a business together. Geography kept them apart for much of their lives. Anthony chose to stay in Hawaii after graduating from the University of Hawaii Manoa with a Bachelor’s Degree in Management, and Chad moved to Nevada once he finished high school. Anthony eventually moved to California for career advancement, and then Chad moved to Colorado. Even though they were not doing the same thing in the same place, they still talked about someday being in business together.
For many years, Chad followed in the footsteps of his brother Anthony. When Anthony got his Merchant Marine Masters License and became a charter boat captain in Hawaii, Chad was right there as his crew. When Anthony moved into a sales career selling jewelry, Chad also followed and worked as a salesman for the same company. After settling down with a family, Anthony moved into an insurance career.
But God had his timing. Chad and Anthony, both having worked their way into six-figure management positions, experienced the consequence of corporate politics within a year of each other. Chad was a sales manager for a Lasik eye surgery facility, and Anthony was a regional sales supervisor for a Fortune 500 insurance company. It was a fortuitous end to the corporate world. Both were sick and tired of the cubical life and having their ambitions squandered.
The time finally came for Anthony and Chad to work together when Anthony moved to Denver, Colorado, in 2006, where Chad once again followed his brother, now into the insurance business selling mortgage protection life insurance. That was when they started their agency, Eagle Shadow Financial, LLC. In 2007, they started Life Agents Alliance in cooperation with Annuity.com to share the success they were already having with other agents. By the end of 2010, their retail agency wrote more than $19 million in annual annuity premiums, and they renamed their wholesale company to Annuity Agents Alliance. From that humble start, more than $200 million in personal annuity production and a thriving FMO changed the lives of its founders.
Today, Anthony Owen, President of Annuity Agents Alliance, with his team of agent partner support experts, has taken annuity leads and marketing, case design, and sales process to an entirely new level, with some agents using his systems doing over $50 million a year in issued business. Chad Owen is still in personal production, as a valued agent partner of Annuity Agents Alliance, with the majority of his business coming from Safe Money Radio Marketing. Anthony says that “Marketing is just an opportunity to demonstrate skill. Great marketing gives our agent partners lots of opportunities. Our job is to teach our partners how to demonstrate skill for the best interest of their clients while helping them build thriving businesses. We have two jobs for our partners; put them in front of people and show them what to do when they get there.” Most FMOs focus on product and processing; Annuity Agents Alliance is driven by purpose, and annuity products are just a way to deliver solutions to problems.