Category Archives: Annuity Agents Podcast

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.

Episode 11 – 9X Return on Pre-Qualified Annuity Leads: Agent Partner Guest

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 our special guest agent partner Andrew Winnett is interviewed on how he is getting a 9X return on investment with our internet annuity lead systems.

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

Episode 10 – How to Inflation Hedge Annuity Case Design

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 annuity business, the right business at the right time – Target annuity marketing – Upcoming inflation risk – Using the Guggenheim TriVysta, Allianz 222, and the Athene Agility 10 for inflation hedging – Real life inflation hedged case design illustration with proprietary annuity planning software.

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

Episode 9 – Proof That Approximately 80% of All Managed Funds Don’t Outperform the S&P 500

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 Indexed Universal Life questionable sales schemes – 9X return on investment with our annuity leads – Our agent partners help each other succeed – Proof that 80% of all managed funds don’t outperform the S&P 500.

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

Episode 8 – Free Annuity Lead System

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 waste of the Stimulus Bill – Help your clients watch out for senior scams – New free annuity lead system – Mutual fund turnover ratios and how to compute them – Announcing the new American Equity Asset Shield 10 indexed annuity with up to 210% index participation.

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

Episode 7 – Become an Expert in Charitable Giving Planning with Annuity Products

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 Training on Series EE US Savings Bonds – Establishing yourself as an expert in the field of charitable giving.

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

Episode 6 – Top Annuity Agents Never Stop Marketing!

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 Safe Money Radio annuity agents conference in Orlando, FL – Top annuity agents never stop annuity marketing – All the things Annuity Agents does for the internet reputation of its agent partners.

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

Episode 5 – Why Would Annuity Prospects and Clients Owe Us Anything?

April 26th, 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 GDP is charged with a $1.8 billion Ponzi scheme – Why would annuity clients owe us anything? A proper approach to serving your clients – Branding your annuity business, tips from a $20 annuity agent – Short selling “squeeze” – Annuity agent Q&A – Prudential ends sales of annuities with significant guaranteed benefits.

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