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SIMPLIFY YOUR ANNUITY SALES.

LEARN THE COMPLETE SALES PROCESS OF $220+M ANNUITY PRODUCER, CHAD OWEN!

Lead Sources

Sales Scripts

Objection Handling

Finally, a proven annuity sales process

by "in-the-field" agents, for "in-the-field" agents!

Documents, Training Videos,  & Webinar Content

Over 2X average increase in production

Helped over 2,000 agents

Don’t just take our word for it, hear what people

just like you think about Retirement Realized!

Lisa D.

*Primarily a life insurance agent who wanted to grow the annuity side of her business.*

“Because of you guys, and your support and Chad teaching us constantly about how to do this, I have officially written over $280K in annuity premium in just the last two months.”

Joe Z.

“This is beneficial for the whole spectrum of agents, whether you just got licensed or are an industry veteran. If I could stand on the street corner in a town full of agents, I would scream at the top of my lungs, 'Retirement Realized...agents, join now and you'll never regret it'."

Lonnie R.

*A contractor and restaurant manager turned Annuity Agent*

“I can take the principles that they’ve developed and mastered, and I can apply them to my life at my own pace and my own time...and now I’m an expert at what I’m doing.”

It's your turn to see these kind of results!

How We Help

Annuity Sales System

Pro, Pro+, Marketing Elite, Inner Circle, Champion's Club

The Annuity Sales System is the backbone of our online training content. It’s the exact annuity sales process that Chad Owen personally uses to produce over $25 Million per year in annuity premium. This series of training videos will explain everything in Chad’s sales process, like mindset, phone calls and scripts, booking appointments, running appointments, handling objections, cross-selling, finding good lead systems, and even the foundations of annuities.

Leads & Marketing Plan

Pro+ , Marketing Elite, Inner Circle, Champion's Club

The Leads and Marketing Plan is something that our Agent Development team walks you through. This is where we discuss your goals, your budget, the types of leads and clients you want to work with, and based on all of that, we develop a plan of action to get you in front of more people. Most of the time the lead sources that we recommend are the exact same lead sources and marketing systems that Chad personally uses. This will strengthen your success with the leads as you implement the Annuity Sales System alongside our Leads and Marketing Plan.

1-on-1 Coaching with Chad

Inner Circle, Champion's Club

Ever wonder what it would be like to have a mentor or coach who is personally producing over $25 Million per year in annuity premium? You don’t have to wonder anymore. Through our Inner Circle program, you can get 1-on-1 coaching with Chad. We’ve seen agents consistently 5-10X their annual production in just one year working with Chad. You’ll discuss anything and everything that’s needed to help you get to the next level, but we find frequent focus on objection handling, the appointment process, the phone process, and working with large cases. Get results today! Spots are limited.

Email Drip Marketing

Marketing Elite, Inner Circle, Champion's Club

Use the same drip marketing system that Chad uses by plugging into our Marketing Elite program. The Email Drip Marketing we provide is designed to take prospects, and existing clients through a series of emails sent every other week, and either help them understand the benefits of an annuity in retirement OR reinforce their prior purchase decision.

This system is designed to continually build you up as the expert, and create more opportunities for more people to do more business with you.

Live Training & Q&As

Pro+ , Marketing Elite, Inner Circle, Champion's Club

Our pre-recorded training material is great for letting you walk through the annuity sales process at your own pace, but we take it a step further with our monthly Live Training and Live Q&A. These are hosted by Chad and our VP of Operations, Caleb North.

In the Live Training portion, we cover topics that are relevant to that specific month as well as anything that agents request us to talk about. In the Live Q&A, we open the floor to you to ask any questions you have so that we can make sure we’re consistently staying up to date with meeting your current needs.

Leave Behind Kits

Pro+, Marketing Elite, Inner Circle, Champion's Club

One of the most important pieces of material that you can use in all of your appointments is the Leave Behind Kit. In the Documents section, we give you all of the documents and articles that Chad personally uses in his leave behind kits so you can create a perfect replica. If you simply want to supplement what you already have, you can glean from those documents to add to what you currently use. On top of the documents, we have a Creative Team that can customize a leave behind kit folder for you. Just reach out to us to discuss those creative services.

Point of Sale Documents

Pro+ , Marketing Elite, Inner Circle, Champion's Club

The Point of Sale Documents are all of the documents that Chad personally uses in his appointments with clients. These documents have a wide range of what they cover but they are all designed to simplify the way you communicate complex topics and they help give clients a deeper understanding of annuities so that the purchase decision can be made with even greater confidence.

E-Courses

Pro+ , Marketing Elite, Inner Circle, Champion's Club

Outside of our primary Annuity Sales System and Live Training/Q&A, we have a robust catalog of e-course material that covers a variety of topics to continue enhancing your business and sales process. Within these courses you'll have access to a complete 2-Day Live Event Chad hosted with over 8 hours of additional training material in this course alone! You'll also have access to a recording of an ACTUAL appointment between Chad and a client so you can listen to him handle many of the objections you face in action. All 11 of the e-courses cover many additional topics that are vitally important to your success.

Lecture Series

Pro, Pro+ , Marketing Elite, Inner Circle, Champion's Club

Our Lecture Series is the perfect companion as you drive from appointment to appointment. Get to know Chad and listen to him tell relevant stories from over the past several years in a longform audio format. If you're looking for more casual, long audio training, where Chad's not afraid to go down rabbit trails, the lecture series is the place to visit. There are many great trainings from over the years that are housed in this portion of the platform.

Stress & Rocking Chairs Book

Marketing Elite, Inner Circle, Champion's Club

Chad personally wrote a book to educate prospects on the benefits of Safe Money, and he leaves it behind in EVERY appointment he goes to. This book is written in common language, not industry jargon, and will build up the confidence clients need to move forward in the annuity sales process. What better way to build rapport than to invest in your prospect's education by leaving them a complete guide to safe money written by your new mentor!

Take a look into our Annuity Sales System

Mindset

Mindset

Annuity Foundations

Annuity Foundations

Phone Training

Phone Training

Dive into these topics and more by signing up today!

Fact Finding

Fact Finding

Appointment Process

Appointment Process

Objection Handling

Objection Handling

CrossSelling

Cross Selling

Get 2 Months Free By Purchasing A Yearly Plan Today!

Pro

$37 / month
  • Annuity Sales System
  • Lecture Series

Pro+

$197 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan

Marketing Elite

$597 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • License to use Stress and Rocking Chairs

Inner Circle

$1,297 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • Email and Phone Access to Chad
  • 1-On-1 Coaching With Chad
  • License to use Stress and Rocking Chairs

Champion's Club

Free / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • Email and Phone Access to Chad
  • 1-On-1 Coaching With Chad
  • Custom Agent Branding Package
  • RRF Agent Portal
  • RRF Top Carriers
  • RRF Top Products
  • RRF Trackers
  • Champion’s Club Call
  • License to use Stress and Rocking Chairs

Yearly Pro

$370 / Year

Yearly Pro+

$1,970 / Year

Yearly Marketing Elite

$5,970 / Year

Yearly Inner Circle

$12,970 / Year

Yearly Champions Club

Free / Year

Want to speak with a team member to figure out which plan is best for you?

Free Business Strategy Session

Hop on a free 30-minute call with VP of Operations, Caleb North to assess the actionable steps you can take to get to where you want to be.

We'll learn what your current systems and processes look like.

We'll give you practical feedback and steps to improve your current process.

We'll hear your goals, and outline a deeper action plan to get there.