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RESOURCES

Meet the book that continues selling for you when you leave your appointments!

Helping your clients understand complex financial concepts shouldn’t have to be difficult, and that’s why elite annuity producer Chad Owen wrote Stress and Rocking Chairs - to help agents like you educate your clients on how to protect their retirement accounts from market volatility through safe money products. Bulk order Stress and Rocking Chairs today, and help your clients retire stress-free!

Free Business Strategy Session

Hop on a free 30-minute call with VP of Operations, Caleb North to assess the actionable steps you can take to get to where you want to be.

We'll learn what your current systems and processes look like.

We'll give you practical feedback and steps to improve your current process.

We'll hear your goals, and outline a deeper action plan to get there.

Free Downloadable Documents

21 Phone Objections

We’ve all missed getting appointments because a prospective client threw out an objection over the phone that we didn’t know how to handle. In this PDF, you’ll get to see rrexactly how $210,000,000+ producer Chad Owen handles some of the most common and challenging phone objections you face.

Guide To $1,000,000

The Guide to $1,000,000 is 5 Practical things you can start doing right now. Whether you’re trying to sell your first $1 million in annuity premium, write $1 million per month, or make $1 million in commissions, these 5 things are impactful at every level of production and industry experience.

25 Reasons Why Agents Fail

One of the best ways to expedite success is to know exactly what NOT to do. In this PDF, you’ll see 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Download the PDF today and start safeguarding your business!

How To Build A Fact Finder

This PDF shows you exactly how you can make your own fact-finder based on the one that has allowed Chad Owen to sell over $210,000,000 in annuity premium since 2008. Download the guide today and start using a fact-finder that gets all the information you need in one page or less!

 

 

How To Build A Phone Script

This PDF shows you exactly how you can make your own phone script based on the one that has allowed Chad Owen to sell over $210,000,000 in annuity premium since 2008. Download the guide today and start using a phone script that books appointments in just 15 minutes!

 

 

How To Build An Appointment Process that closes

This PDF shows you exactly how you can make your own appointment process based on the one that has allowed Chad Owen to sell over $210,000,000 in annuity premium since 2008. Download the guide today and start using an appointment process that gets deals in an hour or less!

Tip Of The Week

Tip of The Week is an annuity sales tip pulled straight from Chad Owen’s annuity sales process and delivered directly to your inbox each week. 52 weeks’ worth of free annuity sales tips to help continually refine your sales process. Sign up, and receive your first tip today!

 

 

Top 5 Reasons To Never Divorce Your IMO

In this PDF, I explain what things your marketing organization should be doing, and if they are doing these things, you should NOT leave them! If they aren’t doing these things, it may be time to find a new organization that does. Download the PDF to see what the BIG 5 things are!

How To Cross-Sell An Annuity

Have Life Insurance, Medicare, and Final Expense clients that could benefit from an annuity? In this document, I'll teach you how to open the door into an annuity conversation with those clients!

 

 

 

How to Find Good Lead Sources

Want more leads? Of course, you do....we all do. In this document, I'll show you the biggest things you need to consider when purchasing annuity leads. Look for these things, and you'll be set up with a quality lead source.