Cap Rates vs Participation Rates: A Simple Way to Decide
7 Figure Annuity Sales
In this episode of the 7-Figure Annuity Sales podcast, Caleb North breaks down essential strategies for comparing index annuity rates and making smart allocation decisions for your clients. He explains how to properly compare products using the same index and crediting methods, and shares a mathematical formula for determining when to use cap rates versus participation rates. Caleb also dives into Roth conversion strategies, emphasizing the benefits of systematic conversions over lump sum conversions to minimize tax liability and keep clients in lower tax brackets. He cautions agents about...
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How to Win Annuity Cases Against Competing Agents & Advisors
7 Figure Annuity Sales
In this episode of the 7-Figure Annuity Sales podcast, Caleb North and Chad dive deep into the strategies for winning cases when you're up against competing agents, advisors, and major brokerage firms. Chad shares his battle-tested approach to handling challenging clients, including a recent case with an insurance actuary who was impressed by his comprehensive solutions. Learn why knowing your products AND your competition inside and out is critical, plus how to use economic insights like market manipulation indicators to build unshakeable client confidence. They also discuss the importance of...
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How Taking Responsibility Can Transform Your Sales Career
7 Figure Annuity Sales
On this episode of the 7-Figure Annuity Sales Podcast, Caleb North dives into why taking personal responsibility is the real key to success as an agent. He breaks down the difference between making excuses and finding real reasons when things don’t go as planned, and shares some honest stories from his own journey and top producers he’s worked with. Caleb talks about how a mix of confidence and humility can help you grow, even when you hit setbacks. You’ll hear why it’s so important to look at yourself first before blaming outside factors, and how that mindset shift can lead to bigger...
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4 Essential Annuity Talking Points Every Agent Must Know
7 Figure Annuity Sales
In this episode of the 7-Figure Annuity Sales Podcast, host Caleb North breaks down four essential talking points every agent should master: sequence of returns risk, the 4% rule, long-term care, and returns. Caleb explains how to use these concepts to spark meaningful conversations with clients, illustrating the real-world impact of market volatility and the value of guaranteed income. He shares actionable strategies for leveraging a portion of clients’ assets to create peace of mind, cover long-term care needs, and optimize retirement outcomes. With practical examples and clear...
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3 Questions That Will Transform Your Annuity Sales Appointments
7 Figure Annuity Sales
In this episode of the 7-Figure Annuity Sales podcast, Caleb North reveals three key questions that can transform your client appointments and boost annuity sales. Learn how to uncover client needs, set realistic expectations, and position the right solutions. Plus, get a sneak peek at upcoming training to accelerate your success. Don’t miss these actionable tips to elevate your business!
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How to Succeed in Annuity Sales When Life Gets Tough
7 Figure Annuity Sales
This episode dives into overcoming setbacks in annuity sales, the power of mindset, and how appointment setters can transform your business. Get real strategies for handling lost deals, tracking leads, and thriving in a changing market. Don’t miss these actionable insights!
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The Simple Index Strategy That Wins Clients
7 Figure Annuity Sales
In this episode of the 7-Figure Annuity Sales podcast, Caleb North dives deep into the art and science of index allocation strategies for indexed annuities. Discover why choosing the right index—before focusing on rates or crediting methods—can make all the difference for both agents and clients. Caleb breaks down the pros and cons of popular indexes like the S&P 500 versus volatility-controlled options, demystifies participation rates and caps, and shares practical tips for having better, more transparent client conversations. Whether you’re looking to boost client confidence,...
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The 4 Hidden Skills That Make Top Annuity Producers Successful
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North dives into the non-sales skills that separate average agents from top producers. These aren’t product-specific or annuity-specific abilities—they’re the foundational skills that drive success in every client interaction and business decision. The best producers don’t just know annuities—they know how to lead, teach, and connect. Developing these core skills will elevate your practice far beyond product knowledge.
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Finish the Year Strong: Why You Shouldn’t Coast Into the Holidays
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North delivers a timely message for every agent heading into the fourth quarter: don’t let up when it matters most. Too many agents assume business slows down during the holidays—and as a result, they stop pushing. But the truth is, this is one of the best times of the year to gain momentum, close cases, and set up your next year for success.
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How To Address Inflation With Annuities
7 Figure Annuity Sales
In this episode of 7 Figure Annuity Sales, host Caleb North explains how to use the fact finder process to uncover where inflation is impacting your clients—and how to address it effectively with annuity solutions. Inflation is one of the biggest concerns retirees face, and agents who can confidently explain how annuities fit into the picture will set themselves apart from the competition. The bottom line: Inflation is real, but it doesn’t have to derail your client’s retirement. With the right process and product knowledge, you can show them a path forward.
info_outlineIn this episode of 7 Figure Annuity Sales, host Caleb North breaks down 9 powerful ways annuity agents can build credibility with clients. Credibility isn’t just about knowing your products—it’s about how you present yourself, position your expertise, and leverage tools that show clients they can trust you with their retirement future.
➡️ Caleb covers:
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Why being an actual expert is the foundation of credibility
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How professional branding sets you apart from other agents
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The role of media presence—from books and podcasts to guest spots and articles
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Leveraging established platforms to boost your authority
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and more!
Whether you’re new to annuity sales or already established, these strategies will help you build the kind of trust and authority that makes clients eager to work with you—and confident in your recommendations.