Oct 30, 2023

In this week's revisiting of one of our best episodes we will talk about Cross-Selling Annuities with Life Insurance Leads. Back in 2008, Chad started to cross-sell mortgage protection leads into annuities and found great success. Today Chad has written over 220 Million in annuity production since then. In this episode,...

Oct 23, 2023

In this week's revisiting of one of our best episodes we will talk about 5 things your IMO should be doing for you. Is your Marketing Organization setting you up for success and giving you the necessary tools to achieve your goals? In this episode, Chad and Caleb discuss five things your IMO should be doing and...

Oct 16, 2023

In this week's revisiting of one of our best episodes we will talk about the dos and don'ts of FIAs. Don't just plan for the worst-case scenario; understand when to and when NOT to.

Oct 9, 2023

In this week's revisiting of one of our best episodes we will talk about if income riders are worth the fee. What you get by having a rider, is what you give up by NOT having one. In this episode, we'll cover what's created, credited, calculated, collected, and charged when it comes to income riders.

Oct 2, 2023

In this week's revisiting of one of our most useful episodes we will return to the objection from clients "just send me the information". This is a common objection clients will give to avoid meeting but its crucial for their education and long term security that you the expert helps them truly understand what you...