Category Archives: Annuity Agents Podcast

Episode 28 – Maximizing Your Opportunity in the Annuity Business – Part 3

May 26th, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

In this episode, we discuss the four stages of annuity marketing budgets and how to intentionally build your annuity business to the next level.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 27 – Maximizing Your Opportunity in the Annuity Business – Part 2

May 5th, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

In this episode, we discuss what is the simple math of becoming a mega annuity producer, why don’t more annuity agents make it to the higher production levels, how to capitalize off of frequency and efficiency to create exponential growth, and how to track the numbers of annuity business success.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 26 – Maximizing Your Opportunity in the Annuity Business – Part 1

April 29th, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

In this episode, we discuss what is the most expensive thing in your annuity business, and how do you remove that expense? And how do you define “Annuity Marketing” so you don’t become a victim of marketing entitlement?

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 25 – Special Guest, Safe Money Radio Host Tim Wood

March 6th, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

In this episode, Tim Wood, Annuity Agents Alliance partner and radio host joins Anthony Owen and Richard Hinton for a question and answer session on how he runs his business and utilizes the nation’s best annuity lead system, Safe Money Radio Marketing.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 24 – Annuity Marketing: Building a Brand and Credibility, Lessons From a $40 Million Producer

February 22nd, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about Radio Annuity Market Conference, all-expense-paid – Building annuity marketing branding and credibility, the process never stops, and we can do it for you free of charge – Allianz bonus and payout rate update – 2021 annuity sales number from LIMRA, all-time highs.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 23 – Asset and Hybrid Long-Term-Care Products

February 7th, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about the LTC product cheat sheet – An overview of all competitive assets and hybrid-based annuity and life long-term-care products.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 22 – How to Sell and Compel your Annuity Prospects, Not Just Educate Them

February 3rd, 2022 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about Tax Relief Expense Reimbursement Incentive for 2022 – The difference between mentorship and support in the annuity business – Annuity Sales Process: The difference between educating and selling. – Product Updates: MYGA annuity rate update – Industry News: Why promoting a 12% return on an indexed annuity is a bad idea.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 21 – Annuity Sales and Marketing Philosophy by Bill Broich

June 25th, 2021 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about Bill Broich’s philosophy on annuity selling and marketing – Annuity sales with charitable gifting – How to get an annuity prospect to understand how safe our products are – Bonds and default rates.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 20 – How We Generate Annuity Leads Through the Newspaper

June 19th, 2021 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about the trouble with annuities being sold, and not bought – The power of the Safe Money Book – The newspaper still has power for generating annuity leads – Guggenheim, great customer service, and annuity products (agent testimonial).

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.

Episode 19 – You Can Lose Sales if You Don’t Have a Credible Brand Building Internet Reputation

June 12th, 2021 by


Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.

This episode talks about what are your annuity clients looking for in their retirement? – Annuity Agents Alliance partner testimonials – $250,000 sale almost lost due to lack of an internet reputation – Increase in Athene bonus and income payout rates.

Download the notes here and listen to our latest episodes on Podbean or your preferred podcast platform.