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.
Chad likes to say, “How do you make an unrealized gain a realized gain? You protect it!” In this episode, Chad and Caleb help you navigate high market challenges by discussing client urgency and perception.
Increasing your annuity production is best done by buying more leads, right? Wrong! Buying more leads is a common and easy pitfall that many agents succumb to. In this episode, Chad and Caleb explain three different approaches you can take to increase your annuity sales and why two options are better than buying more leads.
Tracking your numbers can show you the areas in your process that need improvement, and whether or not a specific lead company works for you. In this episode, Chad and Caleb discuss what you should be tracking and how it helps you make adjustments to your business over time.
Having a system and process in place helps productivity massively. Also, the ability to pivot and stay up to date is just as important. In this episode, Chad and Caleb discuss the advantage of being tech-savvy, having the right tools, and having a system in place.
When helping a client, you have to make sure you're doing what’s best for them because it affects their retirement more than it affects your own. In this episode, Chad and Caleb discuss some typical decisions agents make and how they impact the client, good or bad.
Your mindset, in Chad's words, "is what you set your mind on." How do you view what you do? Is it your business or just another job? In this episode, Chad and Caleb discuss the power of your mindset and how elite producers think to see success.
There are insurance agents left and right selling something every day, but how do you stand out in the crowd of average salespeople? In this episode, Chad and Caleb share practical ways to stop losing deals to other agents and how to make a difference in this industry.
Clients want you to use a proven and professional process. That's why it's so important to find the problem and provide the best solution. In this episode, Chad and Caleb explain the importance of being robotic with your proven and professional process without being dull or dry.
When helping a client that does or doesn’t mind a little risk, it’s important to remember the purpose of the money. Do they need guaranteed income they can never outlive? Do they want upside potential with downside protection? Do they want to have some money at risk? In this episode, Chad and Caleb discuss the differences in risk and safe money and when it’s necessary to use either as an option.
Handling objections is an art and takes time to master. Once you do, you can rest assured that you will be able to overcome them all. In this episode, Caleb throws out some common objections that agents run into over the phone with clients, and Chad handles them to teach you how to overcome the ones you face.
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