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THE VIRTUAL SUMMIT BEGINS IN...

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2021 LIVE SUMMIT REGISTRATION NOW OPEN!

SIGN UP TODAY TO GET ANNUITY SALES TRAINING FROM A $200,000,000+ SOLO PRODUCER IN THE COMFORT OF YOUR OWN HOME!

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VIRTUAL SUMMUT MOCKUP

SIMPLIFY YOUR ANNUITY SALES PROCESS!

2021 LIVE SUMMIT REGISTRATION NOW OPEN!

SIGN UP TODAY TO GET ANNUITY TRAINING FROM A $2000,000,000+ SOLO

PRODUCER IN THE COMFORT OF YOUR OWN HOME!

If you’re seeing this video, chances are you’re NOT where you want to be in your annuity business. Whether you’re brand new trying to learn how to cross-sell in final expense and life insurance appointments, or you’re a seasoned vet writing $5M plus or more every year, there’s most likely an area in your business that’s keeping you from that next level of success. EVEN if you’re a brand new agent who’s never written an annuity but you want to or you’re a broker or RIA, this summit can help you add a powerful tool into your product portfolio.

I don’t care what walk of life you come from, where you’ve been, or how many times you’ve failed. You CAN succeed in this industry! There are millions of people around the country that need the products we offer and why shouldn’t it be you that helps them?

TOPICS WE'LL COVER

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PHONE SCRIPTS

Don’t waste your time trying to figure out how to write good phone scripts, just join us for the Virtual Summit where we’ll cover everything from how to call leads in a way that maximizes appointments, to how to leave voicemails that convert to callbacks.

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MAKING LEADS PROFITABLE

Have you ever wondered what leads work and what leads don’t work? Or how much you should be spending on leads? In the Virtual Summit, we’ll cover all of that, as well as how to maximize the profitability of your leads without having to hard sell them in appointments!

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PHONE AND APPOINTMENT OBJECTION

We’ve all been faced with objections that seem insurmountable. In the Virtual Summit, we’ll address the most common (and off the wall) objections that you get on the phones and in appointments, and how to overcome the objection while simultaneously building trust with your client.

Leave Behind Materials

HOW TO KEEP SELLING WHEN YOU LEAVE

Have you ever wondered what you can leave behind that does the selling for you while you’re gone? We’re going to cover that in the Virtual Summit so you can begin setting yourself apart in new ways, and ultimately closing more deals.

Sefl Sufficiency

SELF SUFFICIENCY

Contrary to popular belief, you don’t need someone in the back office handling all of your case design and product selection. Truthfully, that just slows agents down and restricts them. In the Virtual Summit we’ll show you how you can begin handling those parts of your business which will ultimately give you more time and expertise.

SAVETODAY

SIGN UP TODAY TO GET ANNUITY TRAINING FROM A $2000,000,000+ SOLO

PRODUCER IN THE COMFORT OF YOUR OWN HOME!

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DATE

January 4, 2021

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LOCATION

Online event! Watch from the

comfort of your own home.

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TIME

10am - 2pm

2021 VIRTUAL SUMMIT SPEAKERS

Chad Owen _ Square

Chad Owen

THE ANNUITY SALES COACH

Chad has been in the annuity industry for over 15 years, as a founder of two marketing organizations and as an independent agent personally responsible for over $200M in written annuity premium since 2008. Agents and Marketing Organizations from all over the U.S. have sought out Chad’s relevant training for the sake of implementing his proven sales process in their respective businesses and organizations. Chad is the lead trainer for the 2021 Virtual Summit and will teach you the exact sales process he uses to write all of his annuity business from mindset and leads, all the way to handling objections and closing the deal.

Caleb North

CALEB NORTH

AGENT TRAINING DIRECTOR

Caleb is a training specialist and expert at helping agents implement Chad’s annuity sales process. Caleb has helped agents all over the country revolutionize their annuity business by simplifying the annuity sales process, and understanding annuities in terms that clients understand themselves. Caleb also loves to challenge the status quo when it comes to mindset, leads, and objection handling. Caleb will be co-training with Chad at the 2021 Virtual Summit, on how to easily apply the training so that the information you gather has the impact it’s capable of having in your business.

Josh _1

JOSH DELGADO

RRAA VP OF OPERATIONS

Josh has an incredibly adept business mind, as well as a creative eye. Josh is a proven leader, business developer, and visionary who excels in helping people achieve their full potential. Josh has helped individuals and businesses alike establish excellence and expertise in their operations that is scarcely attained by any regardless of their aptitude, or business size. In the 2021 Virtual Summit, Josh will be training on how to establish yourself as the expert in every part of your business, so that clients trust you, and have confidence in your ability to assist them with their needs.

STOP STRUGGLING WITH YOUR ANNUITY SALES PROCESS! LEARN FROM OUR TEAM INCLUDING CHAD OWEN, A $200 MILLION PRODUCER, AS WE DIVE DEEP INTO HIS ENTIRE SALES PROCESS. FROM LEADS TO PHONE SCRIPTS, ALL THE WAY TO HANDLING OBJECTIONS, AND CLOSING THE DEAL.