What Sells For You When You’re Gone

An in-depth course to help you learn how to leave the most effective impression on your client that will sell for you even after you’ve left the appointment!

“I’m now able to look back at my sales process & self evaluate what I can do better to write more business.”

Eric H.

As agents, we spend an enormous amount of time and resources just trying to get in front of a prospective client. Buy the lead, make the call, book the appointment, meet objections, and much more… But do we give attention to what is left behind with the client?

Discover where you need to make tweaks to your sales process to be as successful as possible, leaving the client with the best impression of your expertise.

Course Preview

“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.

“A to Z analysis of the process. Especially tracking leads and production. Very down to earth and in simple terms.”
Jon G.

Is this for you?

If you’re looking to seriously up your game and take your client impression from adequate to sale-worthy, then this training is for you. Learn from an expert how to make the best possible impression on your client, so you leave the appointment with a sale or a second appointment already booked.

What You Will Learn


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!

“Great insight on how you go about your business. Confidence is key. Study, study, study. Always know more than your competition!”
Bret R.

“Not just one good idea, but 20+, plus reminders of things I meant to do, but haven’t.”
Dave C.

“A proven plan for success. Legitimate to improve processes and increase closing percentage.”
Brian P.

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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