Episode 71 – Avoiding Suitability Setbacks

January 22, 2020

Are you looking out for the best interest of your clients? Suitability helps keep agents honest and integral in an industry full of accountability. In this episode, Chad breaks down how he puts his clients first and avoids setbacks with suitability.


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.

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