Annuity Agents Podcast

Annuity Agents Podcast

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.

Episodes

June 25, 2021 26 min

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/.

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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/.

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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/.

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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 Bi...

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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/.

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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/.

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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/.

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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/.

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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/.

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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/.

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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/.

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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.ann...

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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/.

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April 28, 2021 24 min

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/.

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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/.

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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/.

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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 episod...

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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/.

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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/p...

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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 B...

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