Chad Owen (the "annuity sales coach") gives a motivational monologue describing his career turnaround (2007: $150,000 in credit-card debt) to having written over $155 million in annuity production as a solo producer. He recounts an 18-day Baltic vacation (Denmark, Sweden, Germany, Poland, Estonia, Russia) during which much pending business issued; he describes pipeline management habits (prefers ≈$1M pending), specific recent results (had ~ $3M pending before the trip; returned with 450k still pending, then wrote $800k in one day and reached $1.25M in pending business), and sales tactics (digging for additional assets in appointments, using drip email systems like Constant Contact/ActiveCampaign, value of coaching/lead buying). He uses concrete examples: turning an expected $125k opportunity into $400k now (with another $400k to follow later) and closing $400k from a 2017 lead. The talk mixes personal narrative, concrete sales figures, and prescriptive advice about coaching and lead follow-up.
Questions this video answers
2007
Over $155 million
September 5, 2019
18 days
Denmark, Sweden, Germany, Poland, Estonia, Russia
Hi, I'm Chad Owen, the annuity sales coach. In 2007, I was $150,000 in credit card debt and now I've written over 155 million in annuity production as a solo producer. I make my own calls, schedule my own appointments, do my own follow up, and I'm actively in the field, just like you. If you've hit a rough patch in your business, you're not alone. I've helped agents overcome and find success on a daily basis. And now many write over a million.
Or more each month.
Let me help you do the.
Buckle up. It's time to go to school with the annuity sales coach.
Hello everyone. Chad Owen, Retirement Realized Agents Academy and the annuity sales coach. I want to encourage you today because as you guys know, I was gone for about 18 days. I was taking a trip up to the Baltic with my wife and we did a cruise, hung out in Denmark and Sweden and Germany and Poland and Estonia and Russia. Just had a great, great trip. But during that time, almost all of my pending business issued. I had about 3 million in pending business. I just ran into a super incredible stretch of business which all of us just love. I mean, obviously as you're going into a vacation, you're going, wow, I got all this business pending and of course I had international cell phone service and I was able to follow up on some pending business while I was gone. I was able to talk to a few clients while I was gone. But the point is, I went into that vacation just pumped up, ready to go because I had an incredible pipeline of business buildup being issued as I was gone. So, you know, off of 3 million, you know, being issued, I was completely out with the exception of two cases. And so if I don't have a million in pending business at any given time, it kind of makes me a little nervous. I like to have that just always built up. So I come back and literally this is my first week. I run appointments on Tuesday. It wasn't a real great day. I had one appointment cancel or reschedule and I had another one was a no show. Excuse me. Another one was a no show. Another one I met with and they actually, I just couldn't help them. Their situation was they were already in a pretty good situation. I'm like, you know, I just stay where you are. I think what you have is really good. And the next appointment actually wasn't too bad. But I actually was able to reset, not scheduled, reschedule. I scheduled another appointment with them next week. So it Looks actually very promising. But yesterday I ended up writing $800,000 in business, and it was my first week back, my second day in. What other business can we have where we get to do things like this, where we can take three weeks off, we can go in with a great book of business, go on our vacation, relax, have fun, enjoy the time with your spouse, which I love. Hanging out with friends. My wife, that's one of my joys in life. I got to fulfill some supernatural dreams in her life. You know, one of her things is to be. To see a Russian ballet. So what did we do? We saw a Russian ballet. It was incredible. She had tears in her eyes and is just able to fulfill this dream for her. But we get to do this in our business if it's done right. We get to do this in our business if we take the time to study and learn and be mentored and coached. And it's one of those things that if you don't want to take the time to learn, you'll pay the price one way or another. People talk about the cost of leads. I talk about the cost of not doing something. You know, at least when you're buying a lead, you're getting something. When you're paying for coaching, you're getting something. But if you're not paying for it, you're getting nothing. Therefore, there's no progression. You have no coaching, no mentorship. You're not going to learn anything. You don't buy leads. You're not getting in front of anybody. So what I'm trying to say is I love what we get to do because I come back and now already, because I had 450,000 in pending business that was still going on. Now I have 800,000. I have 1 million and a quarter in pending business. I'm running appointments today. I've left my house early this morning. I'm going to run appointments today. But now I'm already over my million in a quarter. And I just got back, and I can teach you how to do this. I can teach you how to go to appointment once again. I went to this appointment, the second one yesterday. I thought it was $125,000. It was a client that I already had, but they had $125,000. Through helping them dig deeper, we found another $800,000 in potential business. And I was like, you know what? Let's just do 400 right now. Let's get through the taxes, because it's an inheritance. Let's get through. See how much you owe on taxes, let's see how much you owe on the IRA and how much the property will sell for, and then we'll deal with the other later. But I was able to walk away with 400,000. And then I wrote another 400,000 from a client that I met in 2017. And as I told you, these drip systems are invaluable. So I have this drip system, whether you use Constant contact or use ActiveCampaign, whatever it is you continue to drip on your clients. So they met with me back in 2017 through this time frame. So from 2017 to now, they went to multiple seminars, they went met with multiple agents, and the first thing that came out of their mouth is, you know what, we just came back from a seminar. We were going to do it, but we decided not to because you're the only person we've trusted during this process, which just made me happy because that's what I want. I want clients to be able to trust me because I'm knowledgeable and I'm an expert and I know what I'm talking about. But they said they trust me. So that's a deal from a year and a half ago, longer than that, almost two years ago, that I had not even. I forgot about them. I don't even remember where that lead is. But because I continue to drip on them, it was like they remembered me and they remembered who I was and they reached out. So once again, 800,000 in business in one day after taking 18 days off. I want to encourage you. This is one of the only businesses we can do things like that. So you have a great day. I hope you sell a ton. Happy selling. Talk to you later.
This is Chad Owen. If you've enjoyed this free training, be sure to, like, comment, subscribe and ring the bell so you can stay up to date with my weekly annuity training. If you're looking for deeper coaching, go to rragentsacademy.com and sign up. Sign up for instant access to over 45 hours of content along with my monthly training and Q and A calls. You deserve success and I can help you get there faster.
