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Whether you're new to selling annuities and life insurance or a seasoned pro, discover your unique traits and learn how to use them to your advantage.
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How To Sell Annuities
The Complete Guide
Have Life Insurance, Medicare, and Final Expense clients that could benefit from an annuity? We'll teach you how to open the door into an annuity conversation with those clients!
FMO Transfer Guide
In this PDF, I explain what things your marketing organization should be doing, and if they are doing these things, you should NOT leave them! If they aren’t doing these things, it may be time to find a new organization that does. Download the PDF to see what the BIG 5 things are!
How To Build A
Fact Finder
This PDF shows you exactly how you can make your own fact-finder based on the one that has allowed Chad Owen to sell over $269,000,000 in annuity premium since 2008. Download the guide today and start using a fact-finder that gets all the information you need in one page or less!
With years of experience in the annuity sales industry, we've dedicated ourselves to helping agents like you reach your highest potential.
We've faced the same hurdles—finding quality leads, converting prospects, and balancing sales with administrative tasks. Our mission is to turn these challenges into opportunities. Together, we'll build your brand, enhance your reputation, and pave the way for sustained success.
We champion annuity sales professionals because we know the difference you make in your clients' lives. Your dedication secures financial futures, and we're here to empower you with the latest industry insights and sales techniques. Join us to access a network of peers, top-notch training, and a supportive community. We're committed to helping you achieve the work-life balance and career success you deserve.
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Our Programs
Annuity Architects
The flagship program for helping annuity agents grow and scale an agency to 7-figure sales! Ideal for agents writing $1M-$10M in annual annuity volume.
Architects is for agents that are...
Agency Marketing Suite
Automate your annuity sales agency. Get all of your essential software tools, in one platform with our CRM specifically built for annuity sales agents.
agent tips
5 Marketing Strategies to Boost Your Annuity Sales
I’m excited to share with you five powerful and proven marketing strategies that have propelled my businesses to new heights. From branding essentials to leveraging the latest in digital marketing, these tips will help you harness the power of modern marketing techniques to boost your annuity sales and ensure long-term success. SUBSCRIBE TO THE 7-FIGURE…
Selling Annuities Virtually
Believe it or not, I’m actually getting into the virtual world. Yup, you heard that right. The same guy who fought against virtual meetings is now selling annuities virtually. And let me tell you, it’s been a wild ride so far. I’ve been resisting this shift to virtual selling, dragging my fingernails across the floor,…
How to Sell Annuities: The Complete Guide
I hear of agents all the time who are selling life insurance, medicare, final expense, etc., and want to learn how to sell annuities. Then there are those who aren’t even currently in the industry but want to get away from their 9 to 5 jobs and start selling these products. Lastly, there are those…
How to Explain an Annuity to Clients
If you’ve ever sold an annuity, undoubtedly you’ve had to try and figure out how to explain the annuity to your client. Agents often overcomplicate this process and try to utilize financial and insurance jargon to make themselves be perceived as an expert, but the reality is that doing that often just prevents the client…
5 Things To Look For When Purchasing Annuity Leads
Over the past 16 years, I have spent hundreds of thousands of dollars on annuity leads. Sometimes testing new leads works out well, and other times it doesn’t, but that’s just part of doing business in this industry. I’m going to share 5 things with you that I’ve realized over the years often correlate with…
The Importance of Focus
There’s a common mindset in the insurance industry that agents need to work in as many different forms of business as they can (i.e. doing life insurance, medicare, final expense, annuities, long-term care, retirement planning, assets under management….the list goes on) to generate revenue from as many different places as possible. This mindset is not…
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