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.

Access Sales System

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.

Build Leads 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.

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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.

Begin Email Marketing

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.

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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.

Build your leave behind kit

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.

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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.

watch now

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.

watch now

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.

License now

Get 2 Months Free By Purchasing A Yearly Plan Today!

View Yearly plans

Pro

$37 / month

Annuity Sales System
8 core topics (Mindset, Annuity Foundations, Leads, Phone Training, Fact Finding, Appointment Process, Objection Handling, and Cross-Selling) make up this library of video training content. This is where we outline the exact sales process Chad Owen uses to write all of his annuity business.
Lecture Series
The Lecture Series is a library of training content from previous platforms, consisting of content from the main 8 topics in the Annuity Sales System. Lecture Series videos are generally longer and have the feel of a nice sit-down interaction with Chad outlining how his sales process works.

Pro+

$197 / month

Annuity Sales System
8 core topics (Mindset, Annuity Foundations, Leads, Phone Training, Fact Finding, Appointment Process, Objection Handling, and Cross-Selling) make up this library of video training content. This is where we outline the exact sales process Chad Owen uses to write all of his annuity business.
Lecture Series
The Lecture Series is a library of training content from previous platforms, consisting of content from the main 8 topics in the Annuity Sales System. Lecture Series videos are generally longer and have the feel of a nice sit-down interaction with Chad outlining how his sales process works.
Point of Sale Documents
Documents that are designed to be used with the client during the sale. These documents bring increased clarity to the things that you’re discussing with the client. Increased clarity brings increased confidence. Increased confidence brings increased deals.
Leave Behind Kit Documents
Documents that can be organized in a folder and left with the client after the appointment. These documents help bring clarity and memory to the things you discussed with them and reinforce the importance of your recommendations. These documents do the selling while you’re gone.
E-Courses
12 training videos that don’t fit into one of the 8 core topics of the Annuity Sales System, but are still vitally important to agent success. From an entire Two Day Live Event recording to Chad closing a $300K sale, one E-Course can vastly improve your sales process.
Live Training Webinar
Each month, Chad Owen and Caleb North co-host a training webinar designed to continually add timely, and relevant content to you as an agent. Have current obstacles? Challenges? Things you need more depth with? This is where we cover it.
Live Q&A Webinar
Each month, Chad Owen and Caleb North co-host a Q&A time designed to cover any areas that you have questions about. We know we can’t automate the training of every single thing in the Annuity Industry, so we use this time to cover any of those areas that can’t be covered in the Annuity Sales System.
Leads and Marketing Plan
Because of our relationships with lead and marketing companies, we have the ability to provide you with a customized plan of action to get you in front of more people, all based on your goals, your budget, and your processes.

Marketing Elite

$597 / month

Annuity Sales System
8 core topics (Mindset, Annuity Foundations, Leads, Phone Training, Fact Finding, Appointment Process, Objection Handling, and Cross-Selling) make up this library of video training content. This is where we outline the exact sales process Chad Owen uses to write all of his annuity business.
Lecture Series
The Lecture Series is a library of training content from previous platforms, consisting of content from the main 8 topics in the Annuity Sales System. Lecture Series videos are generally longer and have the feel of a nice sit-down interaction with Chad outlining how his sales process works.
Point of Sale Documents
Documents that are designed to be used with the client during the sale. These documents bring increased clarity to the things that you’re discussing with the client. Increased clarity brings increased confidence. Increased confidence brings increased deals.
Leave Behind Kit Documents
Documents that can be organized in a folder and left with the client after the appointment. These documents help bring clarity and memory to the things you discussed with them and reinforce the importance of your recommendations. These documents do the selling while you’re gone.
E-Courses
12 training videos that don’t fit into one of the 8 core topics of the Annuity Sales System, but are still vitally important to agent success. From an entire Two Day Live Event recording to Chad closing a $300K sale, one E-Course can vastly improve your sales process.
Live Training Webinar
Each month, Chad Owen and Caleb North co-host a training webinar designed to continually add timely, and relevant content to you as an agent. Have current obstacles? Challenges? Things you need more depth with? This is where we cover it.
Live Q&A Webinar
Each month, Chad Owen and Caleb North co-host a Q&A time designed to cover any areas that you have questions about. We know we can’t automate the training of every single thing in the Annuity Industry, so we use this time to cover any of those areas that can’t be covered in the Annuity Sales System.
Leads and Marketing Plan
Because of our relationships with lead and marketing companies, we have the ability to provide you with a customized plan of action to get you in front of more people, all based on your goals, your budget, and your processes.
Email Drip Marketing
If you’re not nurturing and warming your clients and leads with valuable email content, you’re already behind the curve. We customize a bi-weekly drip system that sends relevant retirement content to your leads and existing clients so that you stay at the forefront of their minds, and re-generate interest in your services.
Stress and Rocking Chairs E-Book
This is a license to use, and send the E-Book version of Chad's book Stress and Rocking Chairs to clients, and prospects.
Stress and Rocking Chairs Discount
Get a 25% discount on all orders (50 or more) of the printed version of Chad's book Stress and Rocking Chairs.

Inner Circle

$1,297 / month

Annuity Sales System
8 core topics (Mindset, Annuity Foundations, Leads, Phone Training, Fact Finding, Appointment Process, Objection Handling, and Cross-Selling) make up this library of video training content. This is where we outline the exact sales process Chad Owen uses to write all of his annuity business.
Lecture Series
The Lecture Series is a library of training content from previous platforms, consisting of content from the main 8 topics in the Annuity Sales System. Lecture Series videos are generally longer and have the feel of a nice sit-down interaction with Chad outlining how his sales process works.
Point of Sale Documents
Documents that are designed to be used with the client during the sale. These documents bring increased clarity to the things that you’re discussing with the client. Increased clarity brings increased confidence. Increased confidence brings increased deals.
Leave Behind Kit Documents
Documents that can be organized in a folder and left with the client after the appointment. These documents help bring clarity and memory to the things you discussed with them and reinforce the importance of your recommendations. These documents do the selling while you’re gone.
E-Courses
12 training videos that don’t fit into one of the 8 core topics of the Annuity Sales System, but are still vitally important to agent success. From an entire Two Day Live Event recording to Chad closing a $300K sale, one E-Course can vastly improve your sales process.
Live Training Webinar
Each month, Chad Owen and Caleb North co-host a training webinar designed to continually add timely, and relevant content to you as an agent. Have current obstacles? Challenges? Things you need more depth with? This is where we cover it.
Live Q&A Webinar
Each month, Chad Owen and Caleb North co-host a Q&A time designed to cover any areas that you have questions about. We know we can’t automate the training of every single thing in the Annuity Industry, so we use this time to cover any of those areas that can’t be covered in the Annuity Sales System.
Leads and Marketing Plan
Because of our relationships with lead and marketing companies, we have the ability to provide you with a customized plan of action to get you in front of more people, all based on your goals, your budget, and your processes.
Email Drip Marketing
If you’re not nurturing and warming your clients and leads with valuable email content, you’re already behind the curve. We customize a bi-weekly drip system that sends relevant retirement content to your leads and existing clients so that you stay at the forefront of their minds, and re-generate interest in your services.
Email and Phone Access to Chad
Have large cases? Challenging objections? Having one of the nation’s highest-producing agents’ contact information in your cell phone is invaluable to you. Chad frequently helps agents master the art of closing their high net worth and large case-size clients.
1-On-1 Coaching With Chad
How much business could a $220,000,000+ producer help you write? Each month, Chad Owen will have 2 hours of one-on-one coaching with you. Chad frequently helps agents 5-10X their annual production in one year.
Stress and Rocking Chairs E-Book
This is a license to use, and send the E-Book version of Chad's book Stress and Rocking Chairs to clients, and prospects.
Stress and Rocking Chairs Discount
Get a 25% discount on all orders (50 or more) of the printed version of Chad's book Stress and Rocking Chairs.

Champion's Club

Free / month

Annuity Sales System
8 core topics (Mindset, Annuity Foundations, Leads, Phone Training, Fact Finding, Appointment Process, Objection Handling, and Cross-Selling) make up this library of video training content. This is where we outline the exact sales process Chad Owen uses to write all of his annuity business.
Lecture Series
The Lecture Series is a library of training content from previous platforms, consisting of content from the main 8 topics in the Annuity Sales System. Lecture Series videos are generally longer and have the feel of a nice sit-down interaction with Chad outlining how his sales process works.
Point of Sale Documents
Documents that are designed to be used with the client during the sale. These documents bring increased clarity to the things that you’re discussing with the client. Increased clarity brings increased confidence. Increased confidence brings increased deals.
Leave Behind Kit Documents
Documents that can be organized in a folder and left with the client after the appointment. These documents help bring clarity and memory to the things you discussed with them and reinforce the importance of your recommendations. These documents do the selling while you’re gone.
E-Courses
12 training videos that don’t fit into one of the 8 core topics of the Annuity Sales System, but are still vitally important to agent success. From an entire Two Day Live Event recording to Chad closing a $300K sale, one E-Course can vastly improve your sales process.
Live Training Webinar
Each month, Chad Owen and Caleb North co-host a training webinar designed to continually add timely, and relevant content to you as an agent. Have current obstacles? Challenges? Things you need more depth with? This is where we cover it.
Live Q&A Webinar
Each month, Chad Owen and Caleb North co-host a Q&A time designed to cover any areas that you have questions about. We know we can’t automate the training of every single thing in the Annuity Industry, so we use this time to cover any of those areas that can’t be covered in the Annuity Sales System.
Leads and Marketing Plan
Because of our relationships with lead and marketing companies, we have the ability to provide you with a customized plan of action to get you in front of more people, all based on your goals, your budget, and your processes.
Email Drip Marketing
If you’re not nurturing and warming your clients and leads with valuable email content, you’re already behind the curve. We customize a bi-weekly drip system that sends relevant retirement content to your leads and existing clients so that you stay at the forefront of their minds, and re-generate interest in your services.
Email and Phone Access to Chad
Have large cases? Challenging objections? Having one of the nation’s highest-producing agents’ contact information in your cell phone is invaluable to you. Chad frequently helps agents master the art of closing their high net worth and large case-size clients.
1-On-1 Coaching With Chad
How much business could a $220,000,000+ producer help you write? Each month, Chad Owen will have 2 hours of one-on-one coaching with you. Chad frequently helps agents 5-10X their annual production in one year.
Custom Agent Branding Package
Does your branding represent the expertise and professionalism you claim to have? If you aren’t using a professional logo, business card, email signature, and address, leave behind kit folders, and a website, you’re behind the curve. We will customize all of those pieces for your business, so you can watch it grow.
RRF Agent Portal
Retirement Realized Financial is an FMO by agents, for agents. We are The Annuity FMO, and our Agent Portal allows you to use annuity software, get easily appointed with more carriers, use retirement calculators and much more.
RRF Top Carriers
Retirement Realized Financial is an FMO by agents, for agents. We are The Annuity FMO, and our list of 90 insurance companies contain the greatest names in the business. Set yourself up with the best companies for your clients.
RRF Top Products
Retirement Realized Financial is an FMO by agents, for agents. We are The Annuity FMO, and our carrier products are the best in the business. We even have limited distribution products that can blow basic product lines out of the water.
RRF Trackers
Retirement Realized Financial is an FMO by agents, for agents. We are The Annuity FMO, and our business trackers allow you to make informed business decisions, by generating data on leads, appointments, applications, case size, etc.
Champion’s Club Call
Retirement Realized Financial is an FMO by agents, for agents. We are The Annuity FMO, and our Champion’s Club call is designed to create community for elite producers, as well as provide opportunity for ideas exchange, and sales best practices.
Stress and Rocking Chairs E-Book
This is a license to use, and send the E-Book version of Chad's book Stress and Rocking Chairs to clients, and prospects.
Stress and Rocking Chairs Discount
Get a 25% discount on all orders (50 or more) of the printed version of Chad's book Stress and Rocking Chairs.

Request Info

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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How We Help

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