Latest article 5 Marketing Strategies to Boost Your Annuity Sales
I’m excited to share with you five powerful and proven marketing strategies that have propelled my businesses to new heights. From branding essentials to leve…
Read the article Articles · From the field
Honest writing on the annuity business.
Long-form articles from the producers who actually run an annuity practice. Sales tactics, product walk-throughs, marketing breakdowns. Written by working agents, not marketers.
Latest article -
Selling Annuities Virtually
Believe it or not, I'm actually getting into the virtual world. Yup, you heard that right. The same guy who fought against virtual meetings is now selling ann…
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How to Sell Annuities: The Complete Guide
I hear of agents all the time who are selling life insurance, medicare, final expense, etc., and want to learn how to sell annuities. Then there are those who…
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How to Explain an Annuity to Clients
If you’ve ever sold an annuity, undoubtedly you’ve had to try and figure out how to explain the annuity to your client. Agents often overcomplicate this proce…
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5 Things To Look For When Purchasing Annuity Leads
Over the past 16 years, I have spent hundreds of thousands of dollars on annuity leads. Sometimes testing new leads works out well, and other times it doesn’t…
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The Importance of Focus
There’s a common mindset in the insurance industry that agents need to work in as many different forms of business as they can i.e. doing life insurance, medi…
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Immediate Annuities Explained
There are two overarching types of annuities, immediate and deferred. Within deferred there are 3 types, variable, fixed, and fixed indexed. I'm not going to…
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Indexed Annuities Explained
Let’s jump into indexed annuities, and explain how they work, just as I would explain it to a client.
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Fixed Annuities Explained
I often have agents asking how to simplify the explanation process of annuities. You have to understand that some clients don’t have prior knowledge about ann…
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Annuities are Complicated
One of the most common questions I get is "how do you explain an annuity to a client that knows nothing about annuities". There's a book that I wrote called S…
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