Episode 79 - Cross-Selling Annuities with Life Insurance Leads

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 why these things are vital for your business growth.

Cross-selling doesn’t have to be complicated or complex. With the right tools and questions, it's easy to open the door for conversation. In this episode, Chad and Caleb share the ins and outs of cross-selling and how you can add annuities to the conversation with your pre-existing medicare clients.

We have all seen the impact a series of small things can have on our business, but what if we harnessed that same idea for our benefit. In this episode, Chad and Caleb discuss three small things in your business that can make a huge difference.

As an annuity agent, when the market goes up, you look good and when the market goes down, you look better. In this episode, Chad and Caleb tackle the topic of a down market and how it can actually help you and your clients.

You can have the best leads in the area, but if your process is not good, you likely won't maximize the potential of those leads. In this episode, Chad and Caleb talk about what's reasonable to expect, and what you should be doing to close more.

With so many index allocations options, it’s always best to do your due diligence and research. In this episode, Chad and Caleb discuss the index strategies, renewal rates, rate integrity, and much more.

Between the holiday season and your stereotypical salesman competing for your clients, you would think the fourth quarter is a bust, but historically the fourth quarter is Chad's best time of the year. In this episode, Chad and Caleb discuss selling annuities in the fourth quarter and how to overcome common roadblocks agents face.

Do your clients know what it really means when their portfolio is diversified? Do they fully understand the reason they're diversified? In this episode, Chad and Caleb discuss Diversification and debunk some common misconceptions about diversification.

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, Chad and Caleb share some tips with you on how to cross-sell life and medicare leads.

Clients don't want friends; clients need experts. Experts will find a solution to their problem and show them the best option for their situation. In this episode, Chad and Caleb share some proven sales tips and ideas for your appointment process.