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How We Help

Take a look at the key elements offered in Retirement Realized Agents Academy that will help you increase your annuity sales.

Annuity Sales System

Pro, Pro+, Marketing Elite, Inner Circle, Champion's Club

The Annuity Sales System is the backbone of our online training content. It’s the exact annuity sales process that Chad Owen personally uses to produce over $25 Million per year in annuity premium.

This series of training videos will explain everything in Chad’s sales process, like mindset, phone calls and scripts, booking appointments, running appointments, handling objections, cross-selling, finding good lead systems, and even the foundations of annuities.

Leads & Marketing Plan

Pro+ , Marketing Elite, Inner Circle, Champion's Club

The Leads and Marketing Plan is something that our Agent Development team walks you through. This is where we discuss your goals, your budget, the types of leads and clients you want to work with, and based on all of that, we develop a plan of action to get you infront of more people.

Most of the time the lead sources that we recommend are the exact same lead sources and marketing systems that Chad personally uses. This goes to strengthen your success with the leads as you implement the Annuity Sales System alongside our Leads and Marketing Plan.

1-on-1 Coaching with Chad

Inner Circle, Champion's Club

Ever wonder what it would be like to have a mentor or coach who is personally producing over $25 Million per year in annuity premium? You don’t have to wonder anymore. Through our Inner Circle program, you can get 1-on-1 coaching with Chad. We’ve seen agents consistently 5-10X their annual production in just one year working with Chad.

You’ll discuss anything and everything that’s needed to help you get to the next level, but we find frequent focus on objection handling, the appointment process, the phone process, and working with large cases.

Get results today! Spots are limited.

Email Drip Marketing

Marketing Elite, Inner Circle, Champion's Club

Use the same drip marketing system that Chad uses by plugging into our Marketing Elite program. The Email Drip Marketing we provide is designed to take prospects, and existing clients through a series of emails sent every other week, and either help them understand the benefits of an annuity in retirement OR reinforce their prior purchase decision.

This system is designed to continually build you up as the expert, and create more opportunities for more people to do more business with you.

Live Training & Q&As

Pro+ , Marketing Elite, Inner Circle, Champion's Club

We know that we can’t pre-record every single thing pertaining to the annuity industry, but we want to make sure that we cover every single thing that you need assistance with. Because of that, Chad Owen and Caleb North co-host a monthly Live Training and Q&A session.

In the Live Training portion, we cover topics that are relevant to that specific month as well as anything that agents request us to talk about. In the Live Q&A, we open the floor to you to ask any questions you have so that we can make sure we’re consistently staying up to date with meeting your current needs.

Leave Behind Kits

Pro+ , Marketing Elite, Inner Circle, Champion's Club

One of the most important pieces of material that you can use in all of your appointments is the Leave Behind Kit. In the Documents section, we give you all of the documents and articles that Chad personally uses in his leave behind kits so that if you want, you can create a perfect replica. Or, if you simply want to supplement what you already have, you can glean from those documents to add to what you currently use.

On top of the documents, we have a Creative Team that can customize a leave behind kit folder for you. Just reach out to us to discuss those creative services.

Point of Sale Documents

Pro+ , Marketing Elite, Inner Circle, Champion's Club

The Point of Sale Documents are all of the documents that Chad personally uses in his appointments with clients. These documents have a wide range of what they cover but they are all designed to simplify the way you communicate complex topics and they help give clients a deeper understanding of annuities so that the purchase decision can be made with even greater confidence.

E-Courses

Pro+ , Marketing Elite, Inner Circle, Champion's Club

Sometimes great content doesn’t fit into the Annuity Sales System. That’s the way it is with the E-Courses. These are standalone courses of great value. From a Two-Day Live Event video recording, to a recording of Chad closing a real $300,000 deal, to the way Chad ran virtual appointments during part of 2020, all 11 of the E-Courses cover things that are vitally important, but standalone.

Lecture Series

Pro, Pro+ , Marketing Elite, Inner Circle, Champion's Club

We’ve had the pleasure of outgrowing a couple of previous training platforms, but the content within them is still timely and relevant. The Lecture Series is where we house all of the content from past training platforms. As the name describes, these trainings are longer, and Chad is more prone to “chase rabbits” in this content, but we find it enlightening and enjoyable while driving in the car, or playing in the background in the office.

Stress & Rocking Chairs Book

Marketing Elite, Inner Circle, Champion's Club

Stress and Rocking Chairs is a book written by Chad Owen to explain the importance of safe money, and guaranteed income to clients in a way that they understand. This book is written in common language, not industry jargon, and has consistently built up the confidence clients need to move forward in the annuity sales process.

Get 2 Months Free By Purchasing A Yearly Plan Today!

Pro

$37 / month
  • Annuity Sales System
  • Lecture Series

Pro+

$197 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan

Marketing Elite

$597 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • Stress and Rocking Chairs E-Book
  • Stress and Rocking Chairs Discount

Inner Circle

$1,297 / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • Email and Phone Access to Chad
  • 1-On-1 Coaching With Chad
  • Stress and Rocking Chairs E-Book
  • Stress and Rocking Chairs Discount

Champion's Club

Free / month
  • Annuity Sales System
  • Lecture Series
  • Point of Sale Documents
  • Leave Behind Kit Documents
  • E-Courses
  • Live Training Webinar
  • Live Q&A Webinar
  • Leads and Marketing Plan
  • Email Drip Marketing
  • Email and Phone Access to Chad
  • 1-On-1 Coaching With Chad
  • Custom Agent Branding Package
  • RRF Agent Portal
  • RRF Top Carriers
  • RRF Top Products
  • RRF Trackers
  • Champion’s Club Call
  • Stress and Rocking Chairs E-Book
  • Stress and Rocking Chairs Discount

Yearly Pro

$370 / Year

Yearly Pro+

$1,970 / Year

Yearly Marketing Elite

$5,970 / Year

Yearly Inner Circle

$12,970 / Year

Yearly Champions Club

Free / Year
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