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Jun 29, 2020

2020 has been a world of uncertainty, and volatility but many clients still need help with retirement. In this episode, Chad shares why he believes we are in the perfect time for annuities and how annuities provide steadiness in the midst of market storms.


Jun 22, 2020

You can’t force your prospective client to understand safety and security. If they aren’t ready to choose it for themselves, they aren’t ready. If they reach back out to you, then something most likely triggered them. In this episode, Chad shares how he determines when to call a lead dead and how to keep...


Jun 15, 2020

Throughout the sales process, it’s so important not to sell based on emotions. Help the client based on the worst-case scenario, but don’t allow fear to guide their decisions. In this episode, Chad shares how he presents safety in his appointments and highlights a few things to avoid.


Jun 8, 2020

This industry can cost a lot of money - for products, leads, and more. Different types of leads can greatly vary in cost and you need to know how to budget for them. In this episode, Chad shares budgeting strategies, his successes with certain types of leads, and how to set yourself up for success with industry costs.


Jun 1, 2020

In this industry, insurance companies and products are always changing which can make it challenging to know what the best products are for your clients. Studying up and staying current is crucial to providing the best of what’s available. In this episode, Chad shares how deliberate preparation often produces...