Introducing the Retirement Realized Agents Academy

Hello, guys. Chad Owen, With Retirement Realized, man, it is time. We've been working on this for seven months to get Retirement Realized launched, and today is the day. And from here on out, I'm gonna continue to do more videos and more really vlogs to help you with real life situations. What I'm dealing with. As you know, I don't have some fancy recording studio, I don't have some big green screen. I am what I am. I'm out in the field running appointments just like you. But what I wanted to share with you is yesterday myself and my creative team worked on a video that kind of gives you a rundown of what we do in the different levels, what forms are available to you, all the different webinars, all the different handouts, whether it's client handout, whether it's agent training, we have all that done for you. So I want you to enjoy that. If you have any questions, we've given you multiple ways to be able to contact me, but I just want to give you kind of an overview of everything. So enjoy this next webinar we're doing, myself and my creative team and I hope to have you as part of our membership. Enjoy the webinar.

Bye bye.

Hello, everyone, this is Chad Owen with Retirement Realized. I'm actually the owner and founder of this company. And basically it started out about two years ago as Annuity Agents Academy. And the whole purpose of this was helping agents not only expand what they're currently doing, but helping agents get started in the business. In other words, I'm new to selling annuities. What is an annuity? How to get us started. But then once you're actually, let's say you're selling a million to 2 million a year, how do I get to 5 to 6 million a year? Let's say you're selling, selling 5 to 6 million a year. How do I get to 10 to 15 million a year? And so there's multiple steps, there's different memberships that help you go from one point to the next point. I actually have written over 131 million in annuities since 2008. I am known as one of the top annuity experts, safe money and income experts in the entire nation. I'm the host of Safe Money Radio. I've been involved very heavily with some product design and helping insurance companies kind of understand what the client is looking for and what agents are looking for. So I've basically taken this last 14 years of really trying to go through the process of what annuity Agents what life agents need to know and understand to become very successful in this business. I do some live trainings every once in a while, but the academy is something I found that there are so many training venues that people do. In other words, they invite you to their IMO or their BGA or it's an insurance company inviting you out. And the problem is they do a lot of product explanation but they do very little active sales training. And the reality behind this is very little active sales training is almost impossible because they don't have agents that are actively in the field that know what we're going through, that understand our process and the trials we have to go through that making 100 calls in one day and maybe getting in contact with three people and setting one appointment and then the days where we call 15 people and we schedule 10 appointments, they don't understand that. So it's very difficult for them. They don't know how to actually do the phone scripts. They don't know the actual handouts that we need to do. Why? Because their heart's in the right place. I truly believe these BGAs and IMO's, most of them really want to do what's best for you. They really want to do what's best for the client. But it's impossible to do this because they don't have the infield experience. So what I've done is I've actually, I have a creative team and this creative team is really good at taking what's in my brain and my different processes, my different handouts, my different forms. And we've created a website that's turned into an academy. Right now Retirement realize is going to be the academy, but then there's going to be a Retirement Realize Agents Academy that you'll be able to log into on down the road. Right now you'll just use Retirement Realize, but we'll have all this information available to you and we're going to go over the different levels. But I'm going to have Paul, which is the head of my creative team. He's actually going to be explaining the different ways we can use this and maximize it. But let me just break it down for you real quick. We have three major levels. We have academy level. Academy level is 197amonth. And what that does is that gives you access to all the Q and A webinars. The Q and A webinars are something I host about every two weeks. It's not always exactly every two weeks. It depends if I'm in town or not. But that has all of my handouts that pertain to the academy level. It has my client handout kit. It has what agents need as training handouts for agents. One of the most popular ones is 25 reasons why agents fail. And it has 25 reasons why agents fail. But here's the little ideas or things you can do to change that or make sure you're not one of those. You don't participate one of those 25 reasons. So that's the overview. Those. This, this academy level is generally used for someone who let's say writes they're brand new or they're writing up to 3 million. Then we have the mastery level. The mastery level is $997 a month. And this is a very intense. There's another webinar that I do every two weeks as well. But we. This is an interactive webinar. The mastery level also gets you 90 minutes of personal conversation with me on my phone. You actually get my cell phone number. And we'll go over cases, not necessarily case design, but what would I do in this situation? Sales training. I go over this entire process with you. And, and the mastery also has some newer forms that I'm developing that's used for a higher skillset or someone who's more experienced. A lot of times this is people that are from 1 million to 10 million. These are guys that just want to continually up their game. And I can't tell you time after time after time how many agents that I help on the mastery level. They had their best year ever last year. Why? Because we're able to talk about it. This is a very lonely business. And a lot of times you don't have anybody that for one doesn't want to share their secrets because they're afraid you're going to figure out how they do their business. Or you call an IMO and once again or a BGA and they just don't have the capability of training because they don't have people in the field. But the mastery level is generally something that's going to be more detailed to someone who's already established in the annuity business and wants to do more, wants to get better then the last level. Now this level is by invitation only. You can ask to go into this and I'll make the decision if it's beneficial for you to do it or not. Because this is $1997 a month. I have people that are doing this right now. But for example, my number one person last year wrote 5.5 million in 2016. And for 2017 they averaged just over a million a month. So they more than doubled their volume because this is a, you have direct access to me, my cell phone number. You have unlimited time, we can talk. And here's the what I tell everybody, I tell this to my clients too. If I'm date with my wife, out with my family, in appointment at church or sleeping, I'll answer your call. And this is a, this is where you have the high elite. And so let's just use a round number and say that cost you $24,000 a year. That may sound like a lot, but here's the reality. It's not. That's not even a $300,000 annuity. Or depend on which product you sell, $400,000 annuity and that pays for your entire year's membership. Or this gentleman that I had go from a 5.5 million dollar producer to writing over a million dollars a month. How beneficial do you think it was for him to pay that little bit extra when he basically wrote 5 million more in annuities? But once again, that's an invitation only. That's something you can ask. But I created three different levels. Then I'm also going to have something where you can do an a la carte. The a la carte will be certain webinars or special events that I'm doing that. If you're at academy level, you get a certain percentage off. If you're at the mastery level, you'll get even more off. And then the inner circle free. But we're going to do a real quick run view of how the different process or how the processes work to get through the academy. In other words, the login. Simple. Once you sign up, you're going to be sent a login. You'll be able to log into it. But Paul, you know, you've done an incredible job. You and your sister Alicia are just incredible, super creative. I honestly, I think in my field, you know, I'm an expert in my field and I get sought after to help agents and help clients plan their retirement the best. Paul and Alicia have proven very quickly that they're very similar in their field. In other words, there's honestly been nothing that I've asked them to do that hasn't been done with excellence. I mean from just number one coming up with the logo, I mean this is one of them. I've had quite a few companies.

Not one of this is my favorite logo we've ever seen that it just suits me very well. But, but the behind the Scenes is incredible what they do. So Paul, why don't you run through real quick and tell us what you do and what you've done.

Absolutely, Chad, of course, I'm very pleased to introduce to all of you folks the new Retirement Realized Agents Academy. And so of course I'll go ahead and take you on a quick little.

Tour of the site. Of course, when you show up for the first time to the site, you'll be able to, you'll be greeted by Chad himself and just kind of really a story of how he got to where he is today and just a good introduction of everything. So then once you're approved and you.

Sign up for a membership with the Retirement Realized Agents Academy, you'll go ahead and log in and the first thing that you'll be greeted with is, is of course, this is really the, like the login dashboard of what you're going to need to see on the back end. Every week you're going to have a session with Chad. Now, Chad, correct me if I'm wrong.

Academy level that we're going over right now.

Yeah, this is the Academy level. So at the Academy level, you'll be able to ask Chad really as many questions as you'd like and need all through this portal right here. And then, you know, like, like coming up here on February 9th at 11:30 is their next webinar. And so you'll be able to kind of log into that and, and check out, check out the, the most current webinar. And then from there you'll also be able to check out.

You'Ll be able to check out the past webinars. And this is really what Chad was referring to when he was talking about the a la carte too. You'll be able to look through these different webinars and purchase them individually or if you are able to sign up with an Academy membership, then you'll be able to access all of these webinars out of the gate. So of course, let's go ahead and click into one of these and check it out.

Now it should autoplay here in just a moment with the.

Of course, this is our New Retirement Realized intro. And of course the content of the video is not only, you know, visible when you, when you, when you watch the video, but as well the middle of the, right underneath the video is just a really good eagle's eye perspective of what you will, what you will hear in the video, what Chad discusses in the video.

So that's really nice because with that you can just browse through one of these videos or these webinars and you can go, hey, you know what I was curious, do you sell life insurance? Well, right there, you click on that, you can see where the life insurance is. You can at best time to call. I mean, all these, it's a really good breakdown of what we go through. There's quite a few videos on the dol and once again, that just wasn't a big deal to me. And in these webinars they explain why. But I think it's really important to get an understanding of how these work and because this is all information that's going to continue to help you get better and better. But I love how that is. Paul, this is great. Yeah.

And of course, one of the other incredible benefits of your membership with the Agents Annuity, or excuse me, the Retirement Realized Agents Academy, is the document handouts. And guys, I cannot tell you how valuable these documents are. But of course, when you go into your portal to be able to download these different documents, you're able to view them of course in their entirety. Like this is the whole repository here of information. But when you click into one, you're not only able to download it, but you're also able to preview it right there in the website, which is pretty, pretty smart. And then of course, if you wanted to download that, you just scroll down here to the bottom and you can download it there.

And the one thing to know about these handouts, so the ones where they're actually for agents. So there's agents handouts, client handouts and the retirement kit handouts. The agent handouts are primarily just training. This is what you need to do to get better. These are the things I've learned over the past 14 years that has made me write over really average almost $15 million ann in annuity production since 2008. And these are the exact process or things I've went through to get where I am. And then the client handouts. These are client handouts that I currently use right now. If I have old handouts, I get rid of them. I always keep the most up to date. But these are the ones I actually use right now in an appointment. And then the, the retirement kit leave behind, that actually is the things I put together in a folder. And I'll explain that in the webinars. This is what I use to leave behind because here's the reality. The Safe Money Kit behind what sells for you when you're gone. In other words, what, what reaffirms what you've talked about. There is time after Time I have, I've gotten a sale from another agent because they didn't leave any brochures, they didn't leave any illustrations, they didn't leave any of this information. The safe money kit is that and all of it's broken down and you actually have an example, a visual example as well. But yep. So that's everything for the agent side of it. What about the mastery level, Paul?

Yeah, absolutely. And I really wanted to show off a little bit of the benefit of joining into the mastery training. So of course jumping into the mastery it's going to look similar to the agents annuity or excuse me, the academy level membership. But you really do get a more personable and really a higher level discussion with Chad. And just for instance, one of the, one of the great things this is, well one of my favorites is the, the ever evolving fact finder which is actually lesson number three, excuse me there. And this is, this is one of the lessons where, where Chad goes over the facts finder and one of the things that I love is that we were able to actually include the different documents that Chad goes over and he goes over them in quite great detail in the mastery level membership.

I actually go through it step by step. So I pretend like I'm in an appointment and I actually fill that out as I'm going through the appointment. So there's some very specific questions. Honestly that has made me millions and millions of dollars in annuity production because of the way a was asked and that's what I go over in this particular handout. But this is an ever evolving one and it's. I do continually update this as well actually this fact finder is actually going to need to be updated. It's already updated on the link. But I'm going to do a new webinar coming up here pretty soon and redo another tutorial because I'm constantly adding new things based off of market conditions. Once again, this is another advantage of retirement realized Agents Academy is there's our conditions change all the time. If you think about how thick an application was 10 years ago versus how thick it is right now, it's completely changed. We have illustration software, we have comparison tools, we have all this available to us that 10 years ago we didn't have. So that's also where I'm able to help you as well.

Yeah, and of course we will on our side of the coin be working hard to make sure that all these documents are up to date and, and fresh. So the content that you're getting from this website Is not like, oh, you know what, I'm just signing up and I'll watch all the videos and I'm done. No, Chad's coming up with new content every week and updating his documents as he uses them. It's not a like, oh, he's going to have the cut on the market and then give you the scratch of the table. That's the benefit of the mastery and of course the inner circle levels. And of course, like one of the great things that I love, this really helped me, who isn't even, I'm not even an agent. And it helped me understand a ton of what Chad goes through on a day to day basis in this particular lesson here, which he goes over all of pretty much all the available document library at the time, which now of course in this particular level, we weren't able to post all the documents into one thing or it would pretty much crash your web browser because of how many documents he goes over in this. But we have made all of these documents clickable. So if I was to click on one of them, not only am I still able to listen to what's happening in the video in the background, but I can also browse through the different.

Documents that he's discussing as he's discussing them in the video, which is pretty, pretty smart.

Yeah. And just to say that what your ex will say, that's probably been one of my favorite handouts I've ever created because basically what it is is what your ex broker, financial guru, planner will say when you leave them. So the red is my response, the red is my this is what they'll say negative. The black is my response to it. And I'm telling you, I've gotten so much business just by this hand out alone. And I've saved so many people from agents trying to conserve or brokers trying to conserve, they'll say something, they go, oh man, that was on what your ex will say. But once again, these are all things that are handed out to you that you're able to use. You're able to print them out, you're able to put them in your safe money kits or your leave behind kits. I'm making this as turnkey as possible. And what Paul and Alicia have done and they made it to where it's a simple flow as far as the process and getting accessibility to these handouts. So what I want to leave you guys with is this. We're always here to be able to help you and guide you and direct you. And here's the thing, I'VE heard some pretty dumb comments that people make over the years. I've done a lot of mentoring and somebody says, well, I want to learn the mistakes myself. And I'm like, man, that's just not a wise way to do business when you're trying to learn. I want someone to mentor me to where I don't make the same stupid mistakes. I don't go into $150,000 in credit card debt like Chad did trying to figure this system out and spending tens of thousands of dollars on lead systems trying to figure those out. Why? Because Chad's already figured out this system. I've already went through the processes. Why would you want to go through the mistakes? The heartache, the pain, the trials? Because when I got started in this business, very, very, very few people were willing to help and mentor and teach me. I have a few champions over the years that have been that said, hey, I'll take you under the wing. One of those. Bill Broach with Annuity.com he's kind of become like a annuity father to me and he's helped out, but now he's kind of semi retired right now and I want to help raise the next generation. Whether you're 60 years old or whether you're 25 years old, starting to get into the annuity business or you've been doing it for a long time. I have something that I used to do and I still do it periodically is where I actually have agents come out, run appointments with me. So they get a C step by step. They're actually making calls with me on Monday. The running appointments with me on Tuesday and Wednesday. I will do some invitation only with that as well for the mastery level and higher. That's something where you'll be able to come out and run appointments with me. And the hands on experience once again is something that only I can do. You can't go to a corporate building with a BGA or an IMO and say, hey, take me out to run appointments. Why? Because they don't do this. So this, this Retirement Realized Agents Academy is purely to help you understand simply the way I do things and have everything at your fingertips to be able to make this work. So once Again, go to www.retirementrealize.com. you can sign up, you can send us emails, anything. If it's. If you have technical questions, you can send what something. Paul, what is that email again for yours?

Yeah, that's.

It should be webtirementrealize.com so webtirementrealize.com and then my executive assistant, she's kind of helps me. She's my gatekeeper. And yes, I do have a gatekeeper. Why? I'm only one person. I only have a limited amount of time. And really, when it comes down to it, the people that are the most eager, the most excited, those are the ones I'm drawn to because they just want to soak in information. But these guys that ran these appointments along with me, they would consistently, I'd get notice after notice about what? How it's increased their business double and triple and quadruple their business. And what that does is that's just able to help them continue to grow and get better as they're in the same journey as well. And I've had people that have done this for 15, 20 years that I end up doubling tripling their business. And they didn't know how to do that. Why? Because nobody took the time to mentor them. So go to and so you could do Marissa M A R I s a retirementrealize.com and she'll be able to direct any questions to me as she feels necessary. But once again, to sign up for this program, if you're newer to the business, just do the agents academy initially and get started on that and start to go through it and see how much information value is. And then as you feel you can step it up, then move up to the mastery level. But I appreciate your guys's time. Once again, if you have any questions, you know how to get in contact with us. I really, honestly in my heart, I want to change this industry to where the annuity or life insurance no longer has a bad word or a bad reputation. I want people to look at as a way to give them safety, security, guaranteed income they can never outlive with no risk to the market. I want to make sure that if something happens to one of the spouses that their kids are taken care of or the spouse that's left behind is taken care of. And the only way we can do this is to be experts in our field. So I thank you so much for your time, guys. I've been, I've been really honestly, I'm humbled and I appreciate and I'm honored by the comments and the responses I get from you guys. So appreciate it. Have a great day. We'll talk to you guys later.