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Who We help

The seed for Retirement Realized was planted over 15 years ago when Chad Owen began his journey in the Life Insurance and Annuity industry. It was challenging to find people who had found success in the business and were willing to share their tips to the trade, so Chad decided that when he had success in this industry, he would share what works and what doesn’t work with other agents.

 

At that time, the goal was never to create an intuitive online platform that serves as a hub of annuity sales resources, training, tips, and best practices, but 15 years later and that’s exactly what we have.

​ROY WENT FROM $1.2M TO $9.3M IN ONLY 9 MONTHS!

Don’t just take our word for it, hear what people

just like you think about Retirement Realized!

Jodi Smith

"Accumsan id imperdiet et, porttitor at sem et alo. Curabitur aliquet quam id dui posuere blandit curabitur quam id dui arcu erat, accumsan idit imperdiet, porttitor curabitur quam id dui aliquet."

Jodi Smith

"Accumsan id imperdiet et, porttitor at sem et alo. Curabitur aliquet quam id dui posuere blandit curabitur quam id dui arcu erat, accumsan idit imperdiet, porttitor curabitur quam id dui aliquet."

Jodi Smith

"Accumsan id imperdiet et, porttitor at sem et alo. Curabitur aliquet quam id dui posuere blandit curabitur quam id dui arcu erat, accumsan idit imperdiet, porttitor curabitur quam id dui aliquet."

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A wealth of knowledge! As a first year producer after getting through the first year I need as much info as I can get. I’ll never stop learning and this was so key in getting the next year started. I highly value you and your wealth of knowledge!

GARRIDAN B.

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Chad has been so helpful in answering my questions and providing his insight in several key areas. The tools and training provided in this program are top notch as well. The webinar series is a wealth of information on topics independent agents deal with from day to day. Education with data to back everything up. No fluff here. The agent and client handouts are beautifully done, educational and laser focused. I’m excited to put these new tools and ideas in motion.

CAROL B.

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Hey Chad, I just picked up $300k. That’s over $1M in a month. Your income planning approach is helping me!

DEREK M.

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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.

Any Age

Any Experience

Any Type Of Marketing

Because of the easy-to-use layout, and range of content, Retirement Realized Agents Academy can help any agent increase their annuity production, regardless of age, experience level, marketing or lead systems in place, or virtual vs. in person appointments.

 

Our goal was to help any and every agent who desires to increase their annuity production, and thanks to a wonderful creative web team, we have built the system that allows us to do just that.

 

So whether you’re brand new, or a seasoned veteran, we want to work with you, and even further than that, we simply CAN help you increase your annuity production.

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