In this episode, we explore the importance of embracing technology to run a more efficient and scalable annuity business. From organizing client data to streamlining your sales process, the right tools can save time, reduce errors, and help you stay focused on what matters most—serving your clients. We talk about how adopting tech doesn’t replace hard work; it enhances it. If you want to stay competitive and maximize your impact, learning to use technology effectively is no longer optional—it’s essential.

In this episode, we unpack why becoming an expert in the annuity industry isn’t the finish line—it’s the starting point. Having a solid grasp of products, strategies, and regulations is the bare minimum every agent should strive for. But what separates the average from the elite is what you do beyond that—going the extra mile for your clients, working closely with carriers, and constantly leveling up your knowledge and effort. If you want to be a top producer, it starts with expertise, but it takes much more to truly stand out.

In this episode, we talk about the deeper mission behind Retirement Realized—building high-character individuals first, because true success in this industry starts with who you are, not just what you achieve. The goal isn’t just to create top producers, but people who lead with integrity, generosity, and a genuine desire to serve others. That kind of character shows up before the big numbers ever do, and it’s exactly what sets the foundation for lasting success in the annuity business and beyond.

This episode covers two often overlooked but critical areas for annuity agents: tracking your numbers and understanding Roth conversions. We explore why consistently monitoring your activity and performance metrics can lead to smarter decisions and better results. Then we break down the value of Roth conversions, how they fit into retirement planning, and why they can be a powerful tool in client conversations. Packed with practical insights, this episode is all about tightening your process and adding more value to every appointment.

In this episode, we dive into the mindset of working for a lasting legacy instead of chasing instant gratification. Chad shares his perspective on why building something that outlives you—whether it's for your family, your clients, or the impact you leave behind—should be the true motivation behind your work. It's about making decisions today that set up long-term success, rather than focusing only on short-term rewards. Hear how shifting your mindset toward legacy can bring deeper purpose, fulfillment, and lasting impact to everything you do.

In this episode, Chad shares why he’s still expecting a record-breaking year in annuity production—even with market uncertainty on the horizon. He unpacks the mindset, strategies, and opportunities that make strong sales possible regardless of market conditions. From staying proactive with clients to focusing on value-driven conversations, Chad explains how agents can thrive even when the broader financial outlook looks shaky.

In this episode, Chad shares real-time insights from his day-to-day experience as an active annuity agent in the field. From recent calls, appointments, and sales conversations, he breaks down what he's seeing in today’s market—what’s working, what clients are responding to, and where agents might be missing the mark. It’s a candid look into the patterns, challenges, and opportunities he’s observed over the past few weeks, giving you a pulse on what it really takes to succeed right now in the annuity space.