Tracking Success in Your Business
The Annuity Happy Hour
In this week's Annuity Happy Hour, Caleb and Josh talk about tracking success in your business. What shold you be measuring in your business? How do the things you measure impact your trajectory for success? Find out their thoughts and so much more! Bonus: Josh is going to do WHAT to get Caleb to begin rooting for the Texas Longhorns? Did Caleb's dad really play football for Texas? Did the guys finally get sponsored by a whiskey company..?
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Q4 Tips To Create a November & December To Remember
The Annuity Happy Hour
When the rest of the industry begins shutting down and using the holiday seasons ahead as an excuse to scale back, the best agents are ramping up on all fronts during the 4th quarter! Learn why the best agents in the annuity industry maintain and increase their lead flow during the 4th quarter, and how the nature of the industry creates a unique opportunity for advancement on the leads and marketing front. There's still time to end this calendar year with a bang and in this episode of The Annuity Happy Hour, the guys talk about exactly what you should be doing to do just that! ...
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Do Annuities Still Have a Place in a Changing Rate Environment?
The Annuity Happy Hour
Join this week's Annuity Happy Hour, where Caleb diagnoses claims that annuities will lost their place in retirement planning due to the changing interest rate environment. Is this really going to happen..? With some influential agents around the industry pandering these fear-based claims, learn some true facts about how annuities have functioned in the past, and how they will continue to function in the future! Bonus tips: how to get started sharpening your index allocation skills, even if you have no previous experience practical tips on understanding how to position annuities with...
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Annuity Prospecting Tips, Value Propositions, and Doubling Your Sales
The Annuity Happy Hour
It’s been a busy month for Josh and Caleb, but welcome back to a jam-packed episode of The Annuity Happy Hour! With AEP (Annual Enrollment Period) here for Medicare agents, the guys share practical tips on how to prospect for annuity sales during Medicare appointments, including one simple question to identify potential annuity prospects. In this episode, Josh and Caleb also break down the art of crafting a rock-solid value proposition and explain how strengthening the agent/FMO relationship can drive long-term success. Plus, discover how increasing your appointment rate, closing rate, and...
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Lead Generation, Leadership, and Getting Things Done
The Annuity Happy Hour
Welcome to this week's Annuity Happy Hour! In this episode, Caleb and Josh talk about what it takes to be a good leader and good educator. The guys talk about the difference between glavanizing and data driven leaders, and they invite you into a conversation about what it takes to truly get things done and completed. Learn Josh and Caleb's tips on escaping shiny object syndrom when building a business and realize that even though there's no "easy button" when building a business, there are practical things you can do to turn your bright ideas into successes. Dive deep into a...
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Prioritization That Scales
The Annuity Happy Hour
During this week’s Annuity Happy Hour, Josh and Caleb dive into vision and prioritization techniques that have impacted the growth of Retirement Realized and its subsidiary companies. The guys discuss your brain’s ability to prioritize tasks, when great agencies/agency owners should begin outsourcing, and how to prioritize servicing your clients when you offer multiple lines of business. Bonus: What does a tree’s ability to bear fruit have in common with prioritizing your lines of business..? Did a competing IMO marketer really offer to send agent referrals over to Retirement...
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Don't Grow Weary In Doing Good
The Annuity Happy Hour
With big dreams and ambitions for impact, how do you not burn out with exhaustion? In this week's Annuity Happy Hour, Josh and Caleb give their recipe for achieving success and happiness in the annuity sales industry. "Don't grow weary in doing good!" Easier said than done though, right? Discover some practical tips on how to actually reap the harvest that you've been sowing into within your business. Learn the importance of delegation and delayed gratification for sustained growth. And one of the most important lessons of all - breakdown a formula for creating motivation in...
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The Truth About Adversity
The Annuity Happy Hour
Join Caleb and Josh as they give their thoughts on what adversity truly is and how to handle it when it comes. Uncover practical, tangible ways of generating retirement leads in normal life situations with 2 simple questions. Bonus content: See how the intersection of faith and business impacts how "The Guys" view adversity and trials!
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One Skill Away From Doubling Your Income
The Annuity Happy Hour
You're one skill away from doubling your income in the insurance industry! Join Caleb and Josh as they dive into annuity product selection criteria, recap an impactful industry conference the team attended, discuss the role of AI in buying your time back & scaling quickly, look closely at a culture of collaboration over competition, and contemplate the pursuit of success without losing yourself to money in the process! Special bonuses...Does Caleb eat the salt cubes he feeds his bull? Will the podcast get sponsored by a whiskey distillery? End your week with a fun time having laughs...
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Partnerships in the Insurance Industry
The Annuity Happy Hour
In this episode, Caleb and Josh explore partnerships in the insurance and annuity industry. They discuss the differences between internal and external partnerships, share insights on the most successful IMO relationships, and reveal how Retirement Realized has helped launch some of their biggest competitors. Discover why partnerships can make or break a business and how they can accelerate or stunt growth. Join the Fun Guys as they unpack the significance of proper alignment when building your insurance and annuity business!
info_outlineJoin Caleb and Josh as they give their thoughts on what adversity truly is and how to handle it when it comes. Uncover practical, tangible ways of generating retirement leads in normal life situations with 2 simple questions.
Bonus content: See how the intersection of faith and business impacts how "The Guys" view adversity and trials!