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, […]
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 […]
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 […]
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 […]
The best explanation I have heard to describe an indexed annuity is that “It is an insurance contract that provides and better than average chance of a better than average return without the risk of market loss.” That is compelling enough! Don’t oversell and with a proper factfinder that identifies income gaps, using income riders […]
Higher-risk investments tend to pay higher returns. Using an annuity to create a stable income floor can help a client be more aggressive with investments. Access to guaranteed income could help you invest more in your own business. I have been spending a lot of time lately working on my retirement finances. After working with […]
What are you doing now to make 2022 the best year in your business? FIA sales were up 30% in the 3rd quarter this year. Two of our top producers this year told me, “I am having my best year ever but I didn’t work any harder”. I believe 2022 will represent an even better situation to fit that statement. […]
I was just talking to a prospective agent partner and he asked me about a top seller he had been listening to. He said he was having problems even coming close to duplicating the results of the top seller. I told him, “Duplication of someone else’s success requires that you separate the personality from the process. Once […]
I was just having a conversation with a business partner talking about how much activity is required to hit appointment and conversion goals. So, how much is enough? I don’t know what the math for each partner would be, but what I do know is that it has to be enough. I was watching a keto fitness expert on […]
