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 […]

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. 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. In this episode, […]

Prospects don’t owe you anything. Some will walk away. The key to keeping them may be to get to know them. I cannot even count how many times over the years I have been asked this question — ”What if my prospect takes my information to another advisor?” — by the agents and advisors with whom […]

One idea is to have a goal other than just making money. A second idea is to know things. A third idea is to recognize the power of what you can do. A new year has started, and the question every agent and advisor must ask themselves is, “What will this year look like for […]

Bill Broich: Editorial: Building internet credentials to enhance your annuity marketing – Why do annuity agents lie to their clients? – Using IRS Section 1035 to find the highest yield for your annuity client – Source of funds risk chart – Brokered CD / MYGA bait and switch – 8 myths about annuities.

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Bill Broich: Bonds vs. annuities.

Open Mic archived audio is available for contracted agents.  To find out how to partner with us Click Here.

Download Notes