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Annuity Agents Podcast

Business & Economics Podcasts

Welcome to the Annuity Agents Podcast with Anthony Owen, Co-founder of Safe Money Radio Marketing and regular contributor to ThinkAdvisor and other industry publications. Anthony has helped agents and advisors across the country achieve annuity production premiums of over 20 million per year and is President of Annuity Agents Alliance and Annuity Innovation Systems. Each week Anthony updates you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only.

Welcome to the Annuity Agents Podcast with Anthony Owen, Co-founder of Safe Money Radio Marketing and regular contributor to ThinkAdvisor and other industry publications. Anthony has helped agents and advisors across the country achieve annuity production premiums of over 20 million per year and is President of Annuity Agents Alliance and Annuity Innovation Systems. Each week Anthony updates you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only.

Location:

United States

Description:

Welcome to the Annuity Agents Podcast with Anthony Owen, Co-founder of Safe Money Radio Marketing and regular contributor to ThinkAdvisor and other industry publications. Anthony has helped agents and advisors across the country achieve annuity production premiums of over 20 million per year and is President of Annuity Agents Alliance and Annuity Innovation Systems. Each week Anthony updates you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only.

Language:

English

Contact:

7209899564


Episodes

Episode 21 - Annuity Sales and Marketing Philosophy by Bill Broich

6/26/2021
Bill Broich’s philosophy on annuity selling and marketing – Annuity sales with charitable gifting – How to get an annuity prospect to understand how safe our products are – Bonds and default rates. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:26:12

Episode 20 - How We Generate Annuity Leads Through the Newspaper

6/19/2021
The trouble with annuities being sold, and not bought – The power of the Safe Money Book – The newspaper still has power for generating annuity leads – Guggenheim, great customer service, and annuity products (agent testimonial). Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:32:07

Episode 19 - You Can Lose Sales if You Don’t Have a Credible Brand Building Internet Reputation

6/12/2021
What are your annuity clients looking for in their retirement? – Annuity Agents Alliance partner testimonials - $250,000 sale almost lost due to lack of an internet reputation – Increase in Athene bonus and income payout rates. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:24:39

Episode 18 - The Four Marketing Budgeting Stages to Building an Annuity Business

5/27/2021
The power of authoring a book promoting your annuity business – The four stages of marketing in the annuity business – How do you know you are capitalized enough to maximize your annuity marketing – How to increase your annuity marketing capitalization – Online scams impacting you and your clients – Partial Roth conversions now available for all Athene indexed annuity products. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at...

Duration:00:47:57

Episode 17 - The Risks of Investing in Bonds

5/13/2021
Annuity Agents Podcast now on YouTube - The impact of inflation – Top 7 retirement planning mistakes to Avoid – 1035 transfer procedures – Non-qualified Non-spousal stretch rules – Allianz Benefit Control temporary bonus update – The risks of bond investing. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:29:55

Episode 16 - How Safe Money Radio Marketing Has Supercharged My Annuity Business: Agent Partner Guest

5/6/2021
Special Guest from Hawaii: Safe Money Radio host, Del Fujinaka – How Annuity Radio Marketing Has Changed My Annuity Business. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:37:13

Episode 15 - Becoming a Published Author to Promote Your Annuity Business: Special Guest

4/29/2021
Become an invited author on Annuity.com. Get your article published – Special Guest Caleb DeLon, Director of Marketing for Paperback Expert: Become a published author – Update on the PTE 84-24 DOL Rule requirements – The IRS made a mistake! Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:31:03

Episode 14 - How Fast Can Leverage Cause Equity and Crypto Markets to Fall?

4/28/2021
JP Morgan with a compelling presentation promoting income annuities – Congressional bill to change the RMD starting age to 75 – Changes to non-spousal inherited IRAs – How fast can equity and crypto markets fall due to leverage. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:27:45

Episode 13 - Reverse Engineering Your Annuity Sales Goals

4/28/2021
Reverse engineering your annuity sales goals – How to build your annuity business by knowing your numbers – How to use Social Security planning in your annuity business – Proposed changes in estate taxes. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:26:47

Episode 12 - Become a Social Security Expert to Help Your Annuity Clients

4/28/2021
The greed of Wall Street – Double charging clients advisor fees – Become a Social Security expert. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:22:41

Episode 11 - 9X Return on Pre-Qualified Annuity Leads: Agent Partner Guest

4/28/2021
Special guest agent partner Andrew Winnett is interviewed on how he is getting a 9X return on investment with our internet annuity lead systems. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:48:27

Episode 10 - How to Inflation Hedge Annuity Case Design

4/28/2021
The annuity business, the right business at the right time – Target annuity marketing – Upcoming inflation risk – Using the Guggenheim TriVysta, Allianz 222, and the Athene Agility 10 for inflation hedging – Real life inflation hedged case design illustration with proprietary annuity planning software. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:27:14

Episode 9 - Proof That Approximately 80% of All Managed Funds Don't Outperform the S&P 500

4/28/2021
Indexed Universal Life questionable sales schemes – 9X return on investment with our annuity leads – Our agent partners help each other succeed – Proof that 80% of all managed funds don’t outperform the S&P 500. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:29:13

Episode 8 - Free Annuity Lead System

4/28/2021
The waste of the Stimulus Bill – Help your clients watch out for senior scams – New free annuity lead system – Mutual fund turnover ratios and how to compute them – Announcing the new American Equity Asset Shield 10 indexed annuity with up to 210% index participation. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:24:20

Episode 7 - Become an Expert in Charitable Giving Planning with Annuity Products

4/28/2021
Training on Series EE US Savings Bonds – Establishing yourself as an expert in the field of charitable giving. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:31:17

Episode 6 - Top Annuity Agents Never Stop Marketing!

4/28/2021
Safe Money Radio annuity agents conference in Orlando, FL – Top annuity agents never stop annuity marketing – All the things Annuity Agents does for the internet reputation of its agent partners. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:19:05

Episode 5 - Why Would Annuity Prospects and Clients Owe Us Anything?

4/26/2021
GDP is charged with a $1.8 billion Ponzi scheme – Why would annuity clients owe us anything? A proper approach to serving your clients – Branding your annuity business, tips from a $20 annuity agent – Short selling “squeeze” – Annuity agent Q&A – Prudential ends sales of annuities with significant guaranteed benefits. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:28:43

Episode 4 - Safe Money Radio Marketing Host Sells $7 Million in First Month of 2021

4/26/2021
MYGA sales soar with virtual annuity sales – Safe Money Radio host sells $7 million in annuity premium this month – Nationwide Peak 10 product training. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:22:54

Episode 3 - Annuity Marketing Budget Stages & Free Annuity Leads

4/26/2021
Kiplinger article: Myth Busters, Examining the Facts about Index Annuities – Allianz tax summary tool – Annuity marketing budget stages of building your business – Free annuity leads – The truth about the path to success – Increased rates for the Allianz Benefit Control annuity. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

Duration:00:27:25

Episode 2 - The Rabbit Hold of Success in the Annuity Business

4/26/2021
Mass Mutual buys Bitcoin – Is the market in a bubble? – Guggenheim Life premium limits for income products – What protection do annuities have? – The Rabbit Hole of Success: How to build a successful annuity business – Regulators vote to cut minimum annuity rate in Model Law – Internet Reputation: We can make you a monthly contributor on Think Advisor – Debt and retirement. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at...

Duration:00:33:45