Chad’s Virtual Appointment Process

In today's world market with social distancing and COVID-19, it's more important than ever to be versatile in your business. In this e-course, $180M+ producer, Chad Owen, walks you through his entire virtual appointment process!

“New strategies and positioning of the sales process. Chad reinforced some things and gave me new, more effective ways to get sales closed & handle objections!”

Bruce G.

Social distancing doesn’t have to be the death of your business! The agents who adapt will come out of the recent global pandemic stronger than ever.

Are you worried about how to keep your business running smoothly during COVID-19? If so, you’re not alone! So many agents are at a crossroads in their business right now and only the strong will survive. With this virtual appointment process, you can be one of the agents who doesn’t just survive, but THRIVES in this current market!

Course Preview

“The delivery was so down to earth and digestible. You hit the nail on the head with what you are trying to achieve.”
Garridan B.

“I like the way the info was given out systematically!”
Scott D.

Is this for you?

In this training, Chad’s going to walk you step by step through his virtual appointment process and tell you EXACTLY what he’s saying to his clients during these virtual appointments. Take out the guesswork during these uncertain times and learn from one of the top annuity experts in the industry!

What You Will Learn

Chad's Virtual Appointment Process

Adapting To A Digital Environment

Establishing Yourself As An Expert

What Their Ex Will Say

The Digital Fact Finder

Presenting The Products

Presenting Illustrations and Indexes

Chad's Final Thoughts


Included with all our programs



At Retirement Realized Agents Academy, you'll find agents who run their businesses with integrity, set on transforming the annuity industry and rewriting the narrative. Our community believes in raising others up, answering questions and celebrating successes.


World-Class Support Team

You will have Email access to a knowledgeable team that is able to answer real questions that are relevant to your annuity business. At Retirement Realized, we don’t outsource anything - including our support team. Our team is available M-F 9am-5pm CST

A Note From Chad

Investing in this is investing in you. I built this training because I believe that every agent in this industry deserves to create a life of freedom and abundance and it’s not your fault that all of the training you’ve had up to this point has fallen short. Once you apply these principles, you will find success!

“Clarification and specific details of a specific annuity sales process. I’m now able to look back at my sales process and self evaluate what I can do better to write more business.”
Eric H.

“An awesome opportunity to listen and learn from a solid producer and fantastic God-fearing man!!! Absolutely spot on information.”
Mike L.

“ Your confidence and knowledge was admirable and overall encouraging. Very useful info!”
Arianna D.

Register Now

    8 Videos
    40+ Minutes Total Of Video Training
    World-Class Support Team
    Agents Community

If you realize our program is not right for you once you get started, you can cancel at any time. However, due to the digital nature of our products, we do not process refunds.

SSL Secure Checkout