7 Figure Annuity Sales
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7 Figure Annuity Sales
In The 7 Figure Annuity Sales Podcast, $269M+ solo producer, Chad Owen, guides agents through the ups and downs of the annuity industry and reveals his learned secrets to success. Owen shows agents how to increase their sales, increase their lifestyles, increase their influence, and increase their i...
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343 bölüm
How To Address Inflation With Annuities
In this episode of 7 Figure Annuity Sales, host Caleb North explains how to use the fact finder process to uncover where inflation is impacting your c...
How The Federal Reserve Rate Cut Affects The Annuity Industry
In this episode of 7 Figure Annuity Sales, host Caleb North breaks down what a rate cut environment means for the annuity industry—and how agents can...
Why Getting to the Root of Client Needs Matters
In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen explain why the most effective agents don’t just take client requests at fa...
Why HOW You Do It Matters More Than WHAT You Do
In this episode of 7 Figure Annuity Sales, host Caleb North challenges agents to shift their focus from what they’re doing to how they’re doing it. To...
How to Connect With Clients at a Deeper Level
In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen discuss how personal challenges can influence and even improve the way you...
9 Ways to Build Credibility With Clients
In this episode of 7 Figure Annuity Sales, host Caleb North breaks down 9 powerful ways annuity agents can build credibility with clients. Credibility...
How to Weather Life’s Storms While Building Your Annuity Business
After a brief hiatus, 7 Figure Annuity Sales welcomes back host Chad Owen for one of his most personal and vulnerable episodes yet. Chad opens up abou...
The Two Crucial Mistakes Annuity Agents Make With Leads
In this episode of 7 Figure Annuity Sales, host Caleb North highlights two critical mistakes that can quietly undermine an agent’s entire lead strateg...
How Much Do Annuity Leads Really Cost in 2025?
In this episode of 7 Figure Annuity Sales, host Caleb North dives into one of the most important—and often misunderstood—aspects of growing your annui...
What I Wish I Knew Before Selling Annuities
In this episode of 7 Figure Annuity Sales, host Caleb North shares the insights, lessons, and hard truths he wishes he knew when starting out in the a...
You Are Trying To Do TOO MANY Well Things With One Annuity Product
In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do...
Everything You Need To Know About Index Strategies
In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuiti...
What They Don’t Tell You About Annuity Bonuses!
In this powerful episode of 7 Figure Annuity Sales, host Caleb North pulls back the curtain on the often-misunderstood world of annuity bonuses. While...
Why Top Agents Leverage Technology
In this episode, we explore the importance of embracing technology to run a more efficient and scalable annuity business. From organizing client data...
Becoming an Expert is the BARE MINIMUM
In this episode, we unpack why becoming an expert in the annuity industry isn’t the finish line—it’s the starting point. Having a solid grasp of produ...
High character will create success in the annuity industry
In this episode, we talk about the deeper mission behind Retirement Realized—building high-character individuals first, because true success in this i...
The Importance of Tracking Your Numbers and Roth Conversions
This episode covers two often overlooked but critical areas for annuity agents: tracking your numbers and understanding Roth conversions. We explore w...
Don't ignore the impact of the product carrier when fact finding
In this episode, we unpack why the carrier behind the product matters just as much as the product itself during the fact-finding process. While severa...
Work for Legacy, not Instant Gratification
In this episode, we dive into the mindset of working for a lasting legacy instead of chasing instant gratification. Chad shares his perspective on why...
2025 Market Forecasts
In this episode, Chad shares why he’s still expecting a record-breaking year in annuity production—even with market uncertainty on the horizon. He unp...
Observations from an Annuity Agent in the field
In this episode, Chad shares real-time insights from his day-to-day experience as an active annuity agent in the field. From recent calls, appointment...
Success Is Not Easy
Explore the challenging yet rewarding journey to top-tier success in the annuity business in this episode, where we delve into the mindset needed to a...
Do You Actually Know Your Insurance Products?
Dive into the importance of truly understanding your insurance products in this episode, where we emphasize the necessity for agents to have a complet...
Is your FMO bringing value to you?
Explore the critical role of your Field Marketing Organization (FMO) in this episode, where we question whether your FMO is truly bringing value beyon...
Laziness is the Biggest Killer of Dreams
Join us as we dive into how laziness can be the biggest barrier to achieving success, not just for agents but also for their clients' financial dreams...
Updates to the Fact Finder
Join us as we delve into the recent updates made to the Fact Finder, a crucial tool for annuity agents. Learn how we've revamped this essential one-sh...
How to Tackle 2025 in the Annuity Business
Join us for an engaging update from Chad as he shares insights from his recent move to Colorado, recaps the adventures from his trips over the past ye...
Talking Points With Clients Who Love The Market
Explore effective talking points for engaging clients who are enthusiastic about the stock market. Start by addressing the bullish mentality that unde...
The Commonalities of Elite Producers
In this episode, Caleb discusses some of the common traits, practices, and tendencies of elite annuity producers. Learn from these commonalities and a...
Don’t Do These 3 Things When Selling Annuities
In this episode, we discuss three key pitfalls to avoid in annuity sales. First, always verify your lead information; assuming it's correct without ch...
Best Q4 Practices
Explore essential strategies for maximizing your end-of-year sales in this episode focused on Q4 best practices. We discuss the importance of maintain...
Getting Business Issued: Pending Business Process
Dive into effective strategies for moving pending annuity sales to completion in this insightful episode. Learn how to accelerate the approval process...
3 Strategies To Improve Your Appointment Process
Enhance your annuity sales approach in our latest episode '3 Strategies To Improve Your Appointment Process.' Discover the impact of thorough fact-fin...
How To Increase Production With Decreased Lead Flow
Discover how Chad achieved his best year in annuity sales ever, despite a decrease in lead flow, in this insightful episode. We delve into the strateg...
How To Handle Falling Rates When Selling Annuities
Explore strategies for handling falling rates when selling annuities in this episode. We dive into how to navigate the challenges of a declining inter...
How To Create A Repeatable And Scalable Sales Process
In this week's episode we revisit one our of best ever episodes! Uncover the secrets to building a repeatable and scalable annuity sales process in th...
The Psychology Of Choice
Dive into "The Psychology of Choice" in this episode where we examine why many agents present a variety of products, allowing clients to choose what s...
How Important Is Index Crediting On Income Cases?
Explore the significant role of index crediting in income-focused annuity cases in this episode. We delve into why, while income remains the primary c...
Presence = Productivity
Dive into the crucial link between presence and productivity as we explore why being fully engaged is essential for achieving your goals. We discuss t...
Switching From Face To Face to Virtual
In this episode, we take a closer look at Chad's transition from exclusively face-to-face appointments to incorporating 50% virtual interactions. Disc...