The Two Crucial Mistakes Annuity Agents Make With Leads

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.