Category Archives: Annuity Agents Podcast

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 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.