You finally met with your client, they’ve picked the right product, and you send in the application, but it falls through because you hit some bumps in the road. In this episode, Chad shares his process with handling pending business and how he overcomes some common hang-ups.
Hello, my name is Chad Owen, The Annuity Sales Coach.
I have written over $150,000,000 in fixed annuities since 2008. I make all my own calls, run all my appointments, write my own applications, and do all my own follow-up calls. I am the founder and president of Retirement Realized Agents Academy, where I teach agents to do what I do and transform their business.