The Annuity Happy Hour

Join Caleb and Josh to laugh, talk annuities, hear crazy agent appointment stories, and so much in between! This is your end of week industry decompression - a simple show inviting you behind the scenes into the insurance and financial industries in a fun way. Prepare to laugh, learn, and maybe even shed a tear occasionally. Grab a glass of your favorite wind-down drink, and join weekly for the Annuity Happy Hour!

Tracking Success in Your Business 11/01/2024

Tracking Success in Your Business 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..? /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/33745252

Q4 Tips To Create a November & December To Remember 10/25/2024

Q4 Tips To Create a November & December To Remember 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! Cheers to another great week! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/33619952

Do Annuities Still Have a Place in a Changing Rate Environment? 10/18/2024

Do Annuities Still Have a Place in a Changing Rate Environment? 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 prospective clients in a decreasing interest rate environment /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/33517212

Annuity Prospecting Tips, Value Propositions, and Doubling Your Sales 10/11/2024

Annuity Prospecting Tips, Value Propositions, and Doubling Your Sales 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 average case size by just 20% can double your production—all without spending a dime on extra leads! Bonus topics include: What does a truly symbiotic relationship look like in the insurance industry? What are the red flags to watch out for when joining forces with other agents or organizations? /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/33425437

Lead Generation, Leadership, and Getting Things Done 09/13/2024

Lead Generation, Leadership, and Getting Things Done 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 methodology to lead generation that is contrary to a lot of the insurance industry norms! Bonus: Did the Retirement Realized crew really just launch a partnership to create the best, most affordable pay-per-lead option in the annuity industry..? Find this out & more, and enjoy the Annuity Happy Hour! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/33049712

Prioritization That Scales 08/30/2024

Prioritization That Scales 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 Realized Financial..? Find out during this week’s Annuity Happy Hour! Cheers to another great week! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32802452

Don't Grow Weary In Doing Good 08/23/2024

Don't Grow Weary In Doing Good 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 your business and life that is proven! Bonus: What did Caleb say that brought Josh on the verge of tears? Get a close look at Caleb and Josh's hearts for helping agents succeed in the industry... /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32714442

The Truth About Adversity 08/16/2024

The Truth About Adversity 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! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32616262

One Skill Away From Doubling Your Income 08/09/2024

One Skill Away From Doubling Your Income 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 and deep thoughts with The Annuity Fun Guys! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32519297

Partnerships in the Insurance Industry 08/02/2024

Partnerships in the Insurance Industry 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! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32418757

The Consistency Mindset of Elite Agents 07/26/2024

The Consistency Mindset of Elite Agents End your week with Josh and Caleb as they discuss overcoming bad days, grace over grind, the entrepreneurial spirit of elite agents, and the consistency approach that every $10M+ annuity agent possesses. Unpack what makes a great community, and enjoy discovering common mentalities seen across a large cross-section of high performing insurance and financial professionals! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32309332

How To Lead in the Insurance Industry 07/19/2024

How To Lead in the Insurance Industry Join The Annuity Fun Guys as they dive into what it means to operate with excellence in the insurance and annuity industry. Hear about how carrier decisions impact agents and clients, how group excellence leads to moments of perfection, the importance of industry alignment, and even hear Caleb's world class singing voice! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/32221507

Life in the Annuity Industry 07/12/2024

Life in the Annuity Industry Join Caleb and Josh to laugh, talk annuities, hear crazy agent appointment stories, and so much in between! This is your end of week industry decompression - a simple show inviting you behind the scenes into the insurance and financial industries in a fun way. Prepare to laugh, learn, and maybe even shed a tear occasionally. Grab a glass of your favorite wind-down drink, and join The Annuity Fun Guys! /episode/index/show/b41d77c0-aa1e-4f93-8fd9-71fbbb050790/id/31845197

The Annuity Happy Hour

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