Category Archives: Annuity Agents Podcast

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.

Episode 18 – The Four Marketing Budgeting Stages to Building an Annuity Business

May 27th, 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 power of authoring a book promoting your annuity business – The four stages of marketing in the annuity business – How do you know you are capitalized enough to maximize your annuity marketing – How to increase your annuity marketing capitalization – Online scams impacting you and your clients – Partial Roth conversions now available for all Athene indexed annuity products.

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

Episode 17 – The Risks of Investing in Bonds

May 13th, 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 Annuity Agents Podcast now on YouTube – The impact of inflation – Top 7 retirement planning mistakes to Avoid – 1035 transfer procedures – Non-qualified Non-spousal stretch rules – Allianz Benefit Control temporary bonus update – The risks of bond investing.

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

Episode 16 – How Safe Money Radio Marketing Has Supercharged My Annuity Business: Agent Partner Guest

May 6th, 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 Special Guest from Hawaii: Safe Money Radio host, Del Fujinaka – How Annuity Radio Marketing Has Changed My Annuity Business.

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

Episode 15 – Becoming a Published Author to Promote Your Annuity Business: Special Guest

April 29th, 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 becoming an invited author on Annuity.com.  Get your article published – Special Guest Caleb DeLon, Director of Marketing for Paperback Expert: Become a published author – Update on the PTE 84-24 DOL Rule requirements – The IRS made a mistake!

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

Episode 14 – How Fast Can Leverage Cause Equity and Crypto Markets to Fall?

April 28th, 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 JP Morgan with a compelling presentation promoting income annuities – Congressional bill to change the RMD starting age to 75 – Changes to non-spousal inherited IRAs – How fast can equity and crypto markets fall due to leverage.

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

Episode 13 – Reverse Engineering Your Annuity Sales Goals

April 28th, 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 reverse engineering your annuity sales goals – How to build your annuity business by knowing your numbers – How to use Social Security planning in your annuity business – Proposed changes in estate taxes.

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

Episode 12 – Become a Social Security Expert to Help Your Annuity Clients

April 28th, 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 greed of Wall Street – Double charging clients advisor fees – Become a Social Security expert.

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