Transform your annuity business in just 12 weeks with
The exact sales process, lead-generation system, and weekly accountability our $30M+ producers use every day, installed into your business so you write more premium than you ever have before.
I am spending over $200 a lead and barely breaking even.
I know I should be doing more marketing. I have no idea where to start.
The product knowledge is there. The calendar is still empty.
Everyone else keeps posting wins. What am I missing?
I have tried the courses and the masterminds. Nothing has moved the needle.
The problem is not your work ethic or your product knowledge. The problem is that you have not yet been given the right system, along with the accountability that makes it stick.
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The growing folder every serious producer accumulates over time, full of half-implemented courses, incomplete masterminds, and downloaded PDFs from coaches who left the field years ago. Every purchase felt productive in the moment, but the business kept looking the same.
The Accelerator is designed to be the opposite of a graveyard. It is twelve weeks of live coaching, a shared cohort of serious producers, and the specific accountability that turns a course into cases placed on paper.
Every week is live coaching from the operators actually running the systems. See the full coach lineup and the weeks they lead below.
12 weeks Live weekly calls led by our founding partners and senior team. Chad Owen, Josh Delgado, Caleb North, Jesse Black, and Kristen Estes rotate through the twelve weeks. Bring your real challenges, get real feedback, and watch the system land in your business week by week.
Every week A specific playbook with exact steps to implement. No more guessing what to do next. We tell you exactly what to focus on and how to do it.
Built in Our app tracks your progress, celebrates wins, and keeps you accountable to your goals. Turn business building into a game you actually want to play.
Ongoing Connect with other serious agents in our exclusive community. Share wins, get support, and build relationships that last beyond the 12 weeks.
24/7 An AI-powered clone of Chad Owen, giving you on-demand access to his proven scripts, strategies, and sales wisdom for closing bigger annuity cases.
$2,997, one-time enrollment · Fall Cohort begins October 13, 2026
The cohort is anchored by two solo producers still operating at the top of the market, with a supporting bench of three partners who run the business, brand, and case-design layer behind them.
Josh runs the Retirement Realized ecosystem and built its business and brand strategy from the ground up. Producers use him for the operator-level questions: pricing, positioning, and how to scale an agency without becoming the bottleneck of your own business.
Caleb runs the case-design bench for the largest agencies in the ecosystem, sitting with the biggest producers on the most complex plans. His product knowledge and case-structuring depth is the standard for how the top of the market gets served.
Kristen builds the lead-gen strategy and brand execution the ecosystem's producers use in the field. She works daily with the AMS platform, funnels, and content systems. And brings both the strategic and hands-on-keyboard perspective to what actually moves the needle.
Set up the lead-gen system our top producers use and start filling your pipeline immediately. Taught by Kristen Estes and Jesse Black.
Build a professional brand that attracts qualified prospects and positions you as the expert in your market. Taught by Josh Delgado with Jesse Black and Kristen Estes.
Chad Owen's in-person sales system, built over $350M in career production. Taught by Chad with Caleb North.
Jesse Black's virtual selling system, currently generating over $30M in annual production. Taught by Jesse with Caleb North.
Two proven methods, one process. You take what works from each and build the sales flow that actually fits you. Taught by Caleb North and Josh Delgado.
Turn objections into opportunities with the exact scripts and frameworks our top producers run. Taught by Caleb North, Kristen Estes, and Chad Owen.
Structure complex scenarios, raise your average case size, and design cases that place. Led by Caleb North.
| Feature | Self-Study | Accelerator ★ |
|---|---|---|
| Training Content | Generic | Industry-Specific |
| Live Mentorship | None | Weekly Live Calls |
| Accountability | None | Weekly Office Hours |
| Step-by-Step Plan | Figure it out | Exact 12-week roadmap |
| Community Support | None | Premium access |
| Gamified Tracking | None | Included |
| All Templates & Scripts | None | Included |
| Business Growth Strategy Sessions | None | Weekly |
| Personal Feedback | None | Direct from experts |
Five reasons this program creates results other trainings do not, and why each one matters more than any single lesson inside the twelve-week curriculum.
Instead of overwhelming you, we give you ONE specific focus area every two weeks. Master it, then move to the next level.
Show up to weekly calls, report your progress, get feedback, and stay on track. No more procrastination.
These aren't theories. They're the exact systems used by agents producing $30M+ annually. Copy what works.
Stuck on something? Get help immediately through our community, weekly calls, or direct access to our team.
Track your progress with specific metrics and milestones. See your improvement week by week.
Fall Cohort begins October 13, 2026. Enrollment is open now.
We don't get paid for content. We get paid for execution. If you join the Annuity Accelerator, show up live to every call, turn your camera on, and follow the system exactly as laid out, and you still don't feel significantly more confident, capable, and positioned to produce annuity business, you don't pay. We'll refund you in full. No games, no gray area.
That said, this guarantee is built for people who actually do the work. This isn't a program for spectators. It's for operators. If you show up, participate, and execute from lead generation to appointment to close to case design, you will move forward. And if you don't, that's on us.
Enroll NowAnnuity Architects is now the pre-recorded training library that lives inside the Accelerator. It reinforces and extends what is taught live. The Accelerator itself is the 12-week live cohort: weekly coaching led by our founding partners and senior team, personalized feedback, weekly accountability, and a structured roadmap. When the 12 weeks are up, continuity is $100 a month to stay in the live environment as long as you want.
Every live session is recorded and posted the same day, so you can catch what you miss. That said, the results come from showing up. The coaches personalize feedback for the agents in the room. If you can make most weeks live, you'll get the most out of it.
No. The Accelerator is open to any serious agent. Contracted with us or not. If you happen to be a $1.5M+ producer signing a one-year exclusivity with RRF, the Accelerator is included at no additional cost as part of your FMO benefits.
Plan on about 3–5 hours a week: the live coaching call, the office hours session, and time to implement the playbook. It's designed to fit around a producing agent's schedule. The whole point is more output, not more busywork.
You'll get an immediate welcome email with cohort details, your onboarding checklist, and community access, so you can get oriented before the cohort begins on October 13, 2026.
If you are not sure whether the Accelerator is the right fit for your business, book a short call with our Agent Development team. We will answer your questions honestly, walk through your production, and help you identify the right path forward, even if that path is a different program.
Book a specialist call →No pressure and no pitch attached.