In this episode of the 7-Figure Annuity Sales podcast, we talk about the tricky business of replacing annuity policies while doing right by your clients. We walk through a real case where a client could get $23,000 more...
education
7 Figure Annuity Sales
Hosted by Chad C. Owen · education · EN
About this Podcast:
In The 7 Figure Annuity Sales Podcast, $269M+ solo producer, Chad Owen, guides agents through the ups and downs of the annuity industry and reveals his learned secrets to success. Owen shows agents how to increase their sales, increase their lifestyles, increase their influence, and increase their impact on the world around them!
Pitch Analysis
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchQuestions about 7 Figure Annuity Sales
What is 7 Figure Annuity Sales about?
In The 7 Figure Annuity Sales Podcast, $269M+ solo producer, Chad Owen, guides agents through the ups and downs of the annuity industry and reveals his learned secrets to success. Owen shows agents how to increase their sales, increase their lifestyles, increase their influence, and increase their impact on the world around them!
Who hosts 7 Figure Annuity Sales?
7 Figure Annuity Sales is hosted by Chad C. Owen. The show has published 354 episodes to date.
What has 7 Figure Annuity Sales covered recently?
Recent episodes include "How to Know When Replacing an Annuity Actually Makes Sense" (23 February 2026, 16 minutes), "Why Pushing Back on Clients Actually Closes More Business" (9 February 2026, 26 minutes), and "Cap Rates vs Participation Rates: A Simple Way to Decide" (2 February 2026, 23 minutes).
How often does 7 Figure Annuity Sales publish?
7 Figure Annuity Sales publishes roughly weekly, with episodes averaging 21 minutes across 354 episodes.
How hard is it to get booked on 7 Figure Annuity Sales?
Booking probability for 7 Figure Annuity Sales is 31%, and the host is rated Selective on guests. 7 Figure Annuity Sales requires a Pod Score of 80 or higher. 7 Figure Annuity Sales's contact route on record: verified email.
Who should pitch 7 Figure Annuity Sales?
The strongest fits for 7 Figure Annuity Sales are Insurance Agencies & Brokers. 7 Figure Annuity Sales has an education audience.
About the host
Chad C. Owen hosts 7 Figure Annuity Sales, an education podcast with 354 episodes published.
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Feb 23, 202616 min
Feb 9, 202626 minEver wonder why some agents close $600,000 deals while others settle for 20% of the pie? This episode breaks down a real-life sale where standing firm on the recommendation—instead of caving to client pushback—made all...
Feb 2, 202623 minIn this episode of the 7-Figure Annuity Sales podcast, Caleb North breaks down essential strategies for comparing index annuity rates and making smart allocation decisions for your clients. He explains how to properly...
Jan 27, 202621 minIn this episode of the 7-Figure Annuity Sales podcast, Caleb North and Chad dive deep into the strategies for winning cases when you're up against competing agents, advisors, and major brokerage firms. Chad shares his...
Dec 15, 202522 minOn this episode of the 7-Figure Annuity Sales Podcast, Caleb North dives into why taking personal responsibility is the real key to success as an agent. He breaks down the difference between making excuses and finding...
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Dec 8, 2025—In this episode of the 7-Figure Annuity Sales Podcast, host Caleb North breaks down four essential talking points every agent should master: sequence of returns risk, the 4% rule, long-term care, and returns. Caleb...
Nov 24, 202522 minIn this episode of the 7-Figure Annuity Sales podcast, Caleb North reveals three key questions that can transform your client appointments and boost annuity sales. Learn how to uncover client needs, set realistic...
Nov 17, 202521 minThis episode dives into overcoming setbacks in annuity sales, the power of mindset, and how appointment setters can transform your business. Get real strategies for handling lost deals, tracking leads, and thriving in a...

Episode #343
The Simple Index Strategy That Wins Clients
Nov 10, 202529 minIn this episode of the 7-Figure Annuity Sales podcast, Caleb North dives deep into the art and science of index allocation strategies for indexed annuities. Discover why choosing the right index—before focusing on rates...
Oct 27, 202517 minIn this episode of 7 Figure Annuity Sales , host Caleb North dives into the non-sales skills that separate average agents from top producers. These aren't product-specific or annuity-specific abilities—they're the...
Oct 21, 202518 minIn this episode of 7 Figure Annuity Sales , host Caleb North delivers a timely message for every agent heading into the fourth quarter: don't let up when it matters most. Too many agents assume business slows down...

Episode #340
How To Address Inflation With Annuities
Sep 29, 202521 minIn this episode of 7 Figure Annuity Sales , host Caleb North explains how to use the fact finder process to uncover where inflation is impacting your clients—and how to address it effectively with annuity solutions...
Sep 22, 202519 minIn this episode of 7 Figure Annuity Sales , host Caleb North breaks down what a rate cut environment means for the annuity industry—and how agents can prepare for the changes ahead. While many will see dropping rates as...

Episode #338
Why Getting to the Root of Client Needs Matters
Sep 15, 202519 minIn this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen explain why the most effective agents don't just take client requests at face value—they dig deeper to understand why clients are asking for...

Episode #337
Why HOW You Do It Matters More Than WHAT You Do
Sep 8, 202514 minIn this episode of 7 Figure Annuity Sales , host Caleb North challenges agents to shift their focus from what they're doing to how they're doing it . Too many people in the industry get caught up in the actions...

Episode #336
How to Connect With Clients at a Deeper Level
Aug 25, 202521 minIn this episode of 7 Figure Annuity Sales , hosts Caleb North and Chad Owen discuss how personal challenges can influence and even improve the way you approach business. Chad shares some of the difficulties he's faced...

Episode #335
9 Ways to Build Credibility With Clients
Aug 18, 202517 minIn this episode of 7 Figure Annuity Sales , host Caleb North breaks down 9 powerful ways annuity agents can build credibility with clients. Credibility isn't just about knowing your products—it's about how you present...
Aug 11, 202519 minAfter a brief hiatus, 7 Figure Annuity Sales welcomes back host Chad Owen for one of his most personal and vulnerable episodes yet. Chad opens up about the recent hardships and challenges he's faced in his own life...
Aug 4, 202530 minIn 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...

Episode #332
How Much Do Annuity Leads Really Cost in 2025?
Jul 28, 202524 minIn this episode of 7 Figure Annuity Sales , host Caleb North dives into one of the most important—and often misunderstood—aspects of growing your annuity business: lead cost . Whether you're just getting started or...
Recent guests
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