May 31, 2021

Most agents agree that making sales calls can be less than exciting and isn’t always a walk in the park. But, what if you had a sales script that helped you push past those mindsets and see the value in calling clients for the sake of helping them? In this episode, Chad and Caleb share valuable tips on building a...

May 24, 2021

When going through a fact-finder with your clients, it’s not just about the questions you ask but how you ask them. Too many agents try to sell first rather than find the solution to the problem. In this episode, Chad and Caleb talk about fact-finding and how to build an effective fact-finder that gets all...

May 17, 2021

Writing the annuity policy is only the first half of being an annuity agent the other half is, being available to your clients when a spouse dies, needs long-term care, or has a major life change. Selling an annuity isn’t a one-and-done. Your clients may need your help, even after the sale is final. In this episode,...

May 10, 2021

Selling FIAs shouldn’t be complicated or hard to do. In this episode, Chad and Caleb talk about some practical steps you can take today to start selling annuities and even sell your first million in one year.

May 3, 2021

If you could have something that would do the selling for you when you leave the appointment would you use it? Of course, you would. In this episode, Chad and Caleb discuss the importance of a leave-behind kit and how it can easily take your business to the next level.