Join us as we dive into how laziness can be the biggest barrier to achieving success, not just for agents but also for their clients' financial dreams. In the competitive annuity business, going the extra mile makes all the difference. This episode explores the crucial habits that set successful agents apart: the relentless pursuit of new clients, the determination to push business through by consistently communicating with insurance companies, and a steadfast commitment to doing whatever it takes to serve clients' best interests. Contrast this with the pitfalls of laziness—how doing just the bare minimum can lead to missed opportunities and ultimately, fail to protect and grow your clients' retirement dreams. Discover actionable strategies to avoid complacency and ensure you're always operating at your best.

Join us as we delve into the recent updates made to the Fact Finder, a crucial tool for annuity agents. Learn how we've revamped this essential one-sheet to better capture all the necessary information during the first phone call with a client. This episode covers the enhancements designed to help agents fully understand their clients' situations and needs, addressing the modern-day challenges of the annuity business. Discover the strategic improvements that make the Fact Finder more effective and efficient, equipping agents to make informed decisions and provide top-notch service in today's dynamic market.

Join us for an engaging update from Chad as he shares insights from his recent move to Colorado, recaps the adventures from his trips over the past year, and reflects on the importance of family. He'll also dive into his strategies for tackling the annuity business as we head into 2025. This episode offers a personal look at how balancing life and work can lead to greater success and satisfaction in the professional realm. Listen in to get inspired by Chad's journey and gain tips on how you can approach your own business challenges in the coming year.