Increase Your Annuity Sales & Build a life you love

Retirement Realized Agents Academy is here to give you mentoring, elite training, and community so you can sell with integrity at elite levels.

Derek M

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

Derek M.


“Chad’s way of presenting was the best I have witnessed in this industry! I was very surprised on the amount of information Chad shared.”

Brad S.

Say goodbye to mediocrity

You’re an average agent because you’ve had average training. Your marketing organization doesn’t have elite training from top producers who are actively in the field. They were never intended to be expert sales trainers. We ARE expert sales trainers.

Retirement Realized Agents Academy is here to give you expert sales training that will help you break your first $1,000,000 month! Our primary purpose is to help you create a lifestyle of freedom, abundance, influence, and impact.

  • Close more sales.
  • Spend more time making sales and less time worrying about what works.
  • Stop wasting your money on leads. Make the most of the leads you have.
  • Stop missing opportunities. You know every deal you don’t close puts you another day away from living the life you want to live.
  • Stop making multiple appointments with the same people and never closing deals. Make your time work for you. Adopt our one sit, one close sales method!
Nick S

"Starting in the mortgage protection industry, I knew little to nothing about annuities. After four years of gaining experience and a few million in production under my belt, I decided it was time to invest in training from the experts. I joined Chad's team in early 2018 when my average application was $88,500. Now, just a few months later, that has increased to $128,800. In addition, my ability to present solutions instead of products and overcome objections has improved as well. With these improvements and the continual support of Chad and his team, I'm currently tracking to double my 2017 production."

Nick S.

Get access to our robust catalog of training material, a network of agents, a customized roadmap and monthly training times with elite producer, Chad Owen.

This membership is designed for agents who want all the benefits of our Pro package as well as proprietary premium tools and more direct access to Chad.

 You’ll be able to call and email Chad directly for help with cases, and work directly to put practical steps in place to strategize, rehearse scripts, and discuss goals.



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.

Live Coaching & Training

All memberships come with live monthly training. Our Pro+ and Elite membership tiers include personal coaching from Elite Producer, Chad Owen. Inner Circle Premium Members will be able to rehearse scripts, discuss goals, have strategy calls and email Chad directly for help with cases.


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

Make 2019 Your Breakout Year

We have been hard at work designing a new platform to help you easily navigate our training, achieve your goals, and get results! Be the first to know when it's live by joining our waitlist below.