We train agents to
increase annuity sales!

Sell more annuities. Make more money. Live your dream life!

“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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Find & Maximize Leads

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Increase your average sale

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Outperform the competition

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Improve your closing ratio

Why Are You Here?

Chances are you're here because...

  • You want to sell more annuities and make more money.
  • You’re tired of average sales training that doesn't produce results.
  • You want to learn from someone who has already found success in the field.
  • You want to exceed the industry norm and start getting real results.
  • You want a mentor who can help with real issues that you face in the field.
  • You want to close more sales in less time.
  • You want more time to travel with your family and loved ones without the stress of lost income.
  • You want to live a life of freedom and abundance while making an impact on the world around you.
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$155M+ Producer, Chad Owen

I've been in your shoes.

In 2007 I was $150,000 in credit card debt. My back was up against the wall and I only had two options;

Either rise up or settle.

Since then I have written over $164,000,000 in personal annuity production.

My passion is helping agents become top level producers who dream big! I built this training because I believe that every agent in this industry deserves to create a life of freedom and abundance. It’s not your fault that the training you’ve had up to this point has fallen short.

And now I’ve developed a roadmap for success

All the things I wish I had someone training me in…

Are you ready?

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Introducing, Retirement Realized Agents Academy...

A stand-alone training platform designed with one purpose in mind:

We want to help you write $1M+ per month in annuities with integrity and a solution based approach to selling!

Dive in and unveil the sales process that has Chad on pace to write $25M in 2019 as a solo agent!

Over 45 hrs of training

Master the skills you need to be an elite producer!

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Sales Skills

Many people sell, but few have the skills to be successful. Unpack the sales techniques that have helped Chad Owen write over $164,000,000 in annuity production since 2008.

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Phone Skills

You’ll make more sales in less time once you’ve mastered the phones. Become an expert in this training and close the sale before you even step into the client’s home.

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Leads and How To Work Them

In this training, Chad Owen debunks the myth that leads are king. Turn leads into massive financial gains by re-writing your approach to buying and working leads.

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Appointment Process

Dive in and unpack the appointment process of a $164,000,000 producer, and discover what you can be doing to increase your production!

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Fact Finding

It does you no good to walk into a gold mine if you have no idea how to mine for gold. In this track, we are going to simplify the fact-finding process so you no longer have to fear leaving money on the table!

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Annuity Basics

As agents, we’ve never “arrived.”  We always need to refresh on the products we are offering to our clients. Get back to the basics with this refresher course!

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Mindset of an Elite Producer

Success begins in your mind. It happens before sales and before the first phone call. Learn how to think like an elite producer and you will begin to succeed like an elite producer!

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Market Conditions

It’s critical that agents stay up to date with the insurance, safe money, and financial industries! In this track, you’ll dive deep into what’s happening, what has happened, and what to look forward to.

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.

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Members get access to...

  • Training that will help you sell at elite levels without ditching your integrity, and objection handling techniques for the modern-day annuity sales person
  • Customized roadmap to organize training materials based on your needs
  • Access to agent tools, client handouts, and leave-behind kit materials
  • Access to the full training vault (over 95 training lessons)
  • Access to an online discussion board where you can ask questions, celebrate successes, and embrace accountability

Do you want to write $10m+ in annuities?

Join our inner circle Coaching program!

 Virtual training is great, but imagine having access to Chad directly... That's what you get as a Inner Circle Member! Never worry about handling a tough case again. As a member of this limited group, you can call Chad directly, get free admission to all live events, get free branding and customized leave behind kit materials, and free access to all premium e-courses!

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Community

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 Inner Circle members also have access to a monthly Q&A with elite producer, Chad Owen. Inner Circle members will be able to rehearse scripts, discuss goals, have strategy calls and email Chad directly for help with cases.

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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

Why I built this

Investing in this is investing in you. I built this training because I believe that every agent in this industry deserves to create a life of freedom and abundance. It’s not your fault that all of the training you’ve had up to this point has fallen short.

My system works, and has allowed me to write over $164,000,000 in personal production since 2008.

My passion is helping agents just like you become top level producers whose only problems become not dreaming big enough! Whether you're brand new to the industry or a seasoned veteran, this platform has something for you. We get reports on a weekly basis from agents all around the country who are selling at levels they never even dreamed were possible. Don't let fear stop you from trying. This program is worth your investment!

“A to Z analysis of the process. Especially tracking leads and production. Very down to earth and in simple terms.”

Jon G.

“An awesome opportunity to listen and learn from a solid producer and fantastic God-fearing man!!! Absolutely spot on information.”

Mike L.

“New strategies and positioning of the sales process. Chad reinforced some things and gave me new, more effective ways to get sales closed & handle objections!”

Bruce G.

Invest Risk-Free

Investing in this academy is a no-brainer! One $40,000 annuity alone will cover your annual membership, and if we only help you sell one $40k annuity then we have failed you. You have nothing to lose and everything to gain! If you’re on the fence, no need to fear. If you realize our program is not right for you once you get started, you can cancel at any time. However, due to the digital nature of our products, we do not process refunds.

Pro Membership

  • Access to documents / in-home kit materials
  • Access to the full training vault (95+ videos)
  • Customized roadmap to organize training materials based on your needs
  • 30-60 minute live teaching webinar once per month by $164,000,000 producer, Chad Owen
  • Access to an online network of agents to ask questions, celebrate successes, and embrace accountability

Pro+ Membership

  • 1 Group Coaching Call per month (1 hour Q&A where Chad fields real questions from the agents enrolled)
  • Email and phone support from Retirement Realized Staff
  • Access to documents / in-home kit materials
  • Access to the full training vault (95+ videos)
  • Customized roadmap to organize training materials based on your needs
  • 30-60 minute live teaching webinar once per month by $164,000,000 producer, Chad Owen
  • Access to an online network of agents to ask questions, celebrate successes, and embrace accountability

Inner Circle Coaching

  • Access to fullness of the PRO+ membership: Access to documents, Monthly Live Teaching, Group Q&A Webinar, and 95+ Lesson Training Vault
  • 2 hours of one-on-one business coaching with Chad per month
  • Customized branding with our design team so that you'll leave an impression on your clients with industry leading leave-behind kit materials
  • Unlimited email access to Chad and Retirement Realized staff for questions and support regarding business questions (within 24hr response)
  • 15 person maximum