How To Master The Phones

Navigate the phone call as an expert, handle the objections, and land the in-person appointment.

“Validation that what I am doing in my business is correct. You spoke of your failures as well as success and that was very helpful considering we all fall and that it is ok. We will not close everyone. And that failure is an opportunity to learn and grow.”

-Ed M.

Discover where you’re making mistakes on the initial phone call that are keeping you from getting the appointment and learn how to navigate objections with expert answers.

Master the phones, book more appointments, and convert more prospects to clients.

Course Preview

“Amazing and life/business changing. I know I will grow my business from this as soon as I start spending money on marketing.”
Nicole G.

“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.

Is this for you?

If you are ready to stop depending on vague training, stop doing the same things that have led others to failure and stop assuming the only way to learn is by making mistakes, then this training is for you. Start learning from other agents’ failures. Rely on training that is direct, specific and effective.

What You Will Learn

Setting Yourself Apart On The Phone

Building Your Belief In The Product

Setting Your Atmosphere

When Should I Call?

Leaving A Voicemail

The Truth About Cold - Calling

How To Call Different Types Of Leads

How To Close The Deal On The Phone

How To Carry Authority

Controlling The Conversation

The Critical First Appointment

Course Wrap Up


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!

“Well worth my time. Chad is very down to earth & a man of integrity.”
Kevin B.

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

“Great info all around - being more confident in front of clients - thorough fact-finding and having confidence with your solutions. Great road map to follow to the “T” for success.”
Rocky L.

Register Now

    14 Videos
    61 Minutes of Video
    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.

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