May 29, 2023

In this episode, we delve into the crucial topic of building trust with clients when selling annuities. We explore effective strategies that financial professionals can employ to establish credibility, foster open communication, and address client concerns in a transparent manner. Join us as we discuss the importance...

May 22, 2023

In this episode, we delve into the crucial aspect of understanding client risk tolerance when it comes to selling annuities. Join us as we explore the factors that influence risk tolerance, from individual financial goals to market conditions, and how advisors can effectively assess and communicate risk to clients. Gain...

May 15, 2023

Uncover the secrets to building a repeatable and scalable annuity sales process in this podcast. Learn how Chad Owen structures and builds his own personal process and how you can apply it to your self.

May 8, 2023

In this episode, we will be discussing how to effectively communicate the potential risks and benefits of annuities to clients. Chad and Caleb will share their insights on understanding the different types of annuities and their features, identifying clients who may benefit from annuities, discussing the potential risks...

May 1, 2023

With annuities there are three basic ways to classify: Annuitization date (Immediate vs Deferred), Risk Level (Fixed vs Variable), and how interest is credited (Guaranteed vs Indexed vs Sub Account). In this episode, we'll cover all 3 ways and the details for each.