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.

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down what a rate cut environment means for the annuity industry—and how agents can prepare for the changes ahead. While many will see dropping rates as a challenge, Caleb shows why it doesn’t have to hurt your business if you make the right adjustments. This conversation is all about adapting to market shifts and ensuring your production continues to grow, no matter where rates are headed.

In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen explain why the most effective agents don’t just take client requests at face value—they dig deeper to understand why clients are asking for what they’re asking. Clients often come in convinced they need a specific product or feature, but the truth is those requests may not align with their actual goals. By uncovering the reason behind the request, you can get to the root of the problem and provide a solution that truly meets their needs.

In this episode of 7 Figure Annuity Sales, host Caleb North challenges agents to shift their focus from what they’re doing to how they’re doing it. Too many people in the industry get caught up in the actions themselves—making calls, running appointments, following up—without realizing that the process, intent, and execution behind those actions are what truly set top producers apart.

In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen discuss how personal challenges can influence and even improve the way you approach business. Chad shares some of the difficulties he’s faced recently and explains how those experiences have helped him relate more directly to clients, understand their concerns, and guide them toward the most effective solutions.

This conversation shows how business success often comes from simplifying, listening, and staying focused on solving client problems the right way.

In 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:

• Why being an actual expert is the foundation of credibility

• How professional branding sets you apart from other agents

• The role of media presence—from books and podcasts to guest spots and articles

• Leveraging established platforms to boost your authority

• 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.

After a brief hiatus, 7 Figure Annuity Sales welcomes back host Chad Owen for one of his most personal and vulnerable episodes yet. Chad opens up about the recent hardships and challenges he’s faced in his own life, offering an honest look at how he’s navigated those storms while continuing to perform at the highest level in annuity sales.

➡️ In this episode, Chad shares:

• The personal trials that tested his focus and resilience

• How he stayed committed to his clients and business through difficult times

• The mindset and habits that kept him moving forward when quitting felt easier

• Why vulnerability and authenticity can strengthen your client relationships

• How adversity can shape you into a stronger, more effective advisor

This is more than a sales conversation—it’s a raw, real-life example of balancing personal struggle with professional excellence. Chad’s story is a reminder that even in the toughest seasons, you can still lead, serve, and succeed.

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In this episode of 7 Figure Annuity Sales, host Caleb North highlights two critical mistakes that can quietly undermine an agent’s entire lead strategy. These aren’t just slip-ups—they’re foundational errors that can derail your growth if left unchecked.

Many agents pull the plug on a new lead system prematurely, basing their decision on initial impressions rather than measured results. Even worse, they point the finger at the leads themselves—when the real issue could be their sales process.

➡️ In this episode, you’ll learn:

• Why abandoning a lead system too early can kill momentum and waste opportunity

• The key metrics you need to track to fairly evaluate any lead source

• How to identify whether the real problem is your leads or your process

• A framework for giving lead systems a structured, data-driven trial

• How top producers adapt and improve instead of starting from scratch

If you're serious about building a predictable, profitable annuity business, you can't afford to make these mistakes. Caleb gives you the clarity and tools to move forward with confidence.