Welcome to "Annuity Fundamentals: From Health to Wealth," your go-to podcast for agents and advisors delving into annuities. Explore how annuities bridge health and wealth gaps for clients. Our seasoned hosts dissect complexities, offering expert guidance and practical strategies. Learn about annuity types, contract structuring, and thriving in the market. Whether a seasoned pro or beginner, gain valuable insights on regulatory changes, trends, and client needs. Tune in to unlock annuities' potential in transforming your practice and empowering clients toward financial freedom.
business
About the host
Annuity Fundamentals hosts Annuity Fundamentals | From Health to Wealth, a business show with 67 episodes published.
On this episode with guest Tyson Louie, we review the systems that change agents' ability to cross-sell solutions and better serve their clients.----------------------------------Ready to level up your Annuity sales lang
On this episode with guest Saran Baker, we unveil the secret behind what the wealthiest families in the world have used to create MASSIVE generational affluence.Unblocking Your Path to Wealth with Saran Baker: https://ww
On this episode, we review the simple steps to skyrocketing your business through something called: Workshop Marketing----------------------------------Ready to level up your Annuity sales language? View available classe
On this episode with retirement specialists Angelique Madsen and Amy Twiggs, we cover everything you should know about IUL insurance that your agent never told you.Got questions for Angelique? Reach out at angelique@reti
On this episode with guest Rocky Garza, we open up about what agents biggest struggles are holding them back from great success. Got questions for Rocky? Visit https://www.rockygarza.com/confidence-----------------------
On this episode with guest Dedra Cheney, we dissect exactly how she made more than $40,000 in her first week in the insurance and financial service industry.----------------------------------Ready to level up your Annuit
On this episode with guest Paris Cluff, we rewrite your client's financial story with the proven system to achieve debt freedom and financial indepencence.Ready to get started? Check out: https://pariscluff.com/freebook-
Discipline VS Consistency - Agents need this more than anything
Jul 18, 202529mEp. 67S1
On this episode with guest John Wetmore, we look into how an agent's time could convert into a significant amount of income if used in certain ways.Get a hold of John at https://johnwetmore.com/--------------------------
Convert Experience Into a Sales Machine (Stop Buying Expensive Leads!)
Jul 11, 202532mEp. 66S1
On this episode with guest Sherri Somers, we're changing the way you speak to your clients. It's time to stop buying expensive leads and turn on your voice to create a sales machine.Check out the Challenge Code with Sher
Career in Insurance: Is this the right path for me? (Part 1)
Jun 27, 202535mEp. 64S1
On this episode with guest Keith Petersen, we're laying out two totally different routes you can go with your insurance and financial service career. Which path are you on?----------------------------------Ready to level
On this episode with guest Shannon Filing, we're looking into lead automation and outsourcing that you as a business owner should already be implementing in 2025.Get in touch with Shannon by visiting: talkwithshannon.com
On this episode with guest Neal Sherwood, we get a fresh look into how to give yourself that $25,000 bonus you've been waiting for - whether it's Christmas or 4th of July.----------------------------------Ready to level
Your Clients May Run Out Of Retirement Income, Unless...
Jun 6, 202537mEp. 61S1
On this episode with guest Scott Groskreutz, we're venturing into the land of risk assessment and proper income allocation in retirement. Are you ready?Contact Scott Groskreutz: https://www.sgfinancialandinsurance.com/--
On this episode with guest Sandra Gebhardt, we lay out the essential marketing strategies every agent should already have in place - yesterday.Contact Sandra Gebhardt: https://sandragebhardt.com/-------------------------
On this episode with guest Katherine Sanneman, we show you what successful Medicare agents do to implement Annuities into their existing business model. Contact Katherine Sanneman: https://agents.farmers.com/ks/wichita/k
On this episode with guest Marty Becker, we show you a new and unique way to market to your clients - without cold calling and door knocking.Join Marty at the Atlas Annuity: https://atlasfinancialinc.com/----------------
On this episode with guest Taylor Riley, we show you exactly the system that produces millions in production for life and health insurance agents and financial advisors.CRM Discount - Save 40% off with this LeadShop prom
Medicare Agents' Biggest Opportunity to Increase Income
Apr 18, 202533mEp. 55S1
On this episode with guest Amy Twiggs, we reveal the biggest opportunity available to life and health agents - one that's not only doubled, but quadrupled Amy's income in recent years.Visit with Amy at https://reddirtins
On this episode with guest Casey Rees, we break down the key differences insurance agents can make in their business to add 10's of $1,000's more to their annual income.Start your Annuity training at annuityfundamentals.
On this episode with guest Michael Hawkins, we open the sales strategy book to pinpoint the most effective ways to securing your clients - for life. Visit with Michael and team from Red Dirt Insurance at https://reddirti
How do I pitch Annuity Fundamentals | From Health to Wealth as a podcast guest?
Annuity Fundamentals | From Health to Wealth has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Who is the host of Annuity Fundamentals | From Health to Wealth?
Annuity Fundamentals | From Health to Wealth is hosted by Annuity Fundamentals. The show is categorised under business and has published 67 episodes.
How many episodes does Annuity Fundamentals | From Health to Wealth have?
Annuity Fundamentals | From Health to Wealth has published 67 episodes.
What topics does Annuity Fundamentals | From Health to Wealth cover?
Annuity Fundamentals | From Health to Wealth regularly covers business. It sits in the business category.
Is it hard to get booked on Annuity Fundamentals | From Health to Wealth?
Annuity Fundamentals | From Health to Wealth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Is Annuity Fundamentals | From Health to Wealth currently accepting guest pitches?
Annuity Fundamentals | From Health to Wealth hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
How long are Annuity Fundamentals | From Health to Wealth episodes?
Episodes of Annuity Fundamentals | From Health to Wealth average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
What guest credentials does Annuity Fundamentals | From Health to Wealth typically look for?
Our data rates Annuity Fundamentals | From Health to Wealth's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 13 days ago.