Developing annuity professionals into top-level producers

Our proven, step by step system to help you get to the peak of annuity sales success, starting from any level.

Step 1: Join one of our programs

Step 2: Integrate the training

Step 3: Watch your sales soar, sustainably

Your sales talent could be put to better use

Without the right plan…

Your skills are going to waste working in someone else’s business and you want more in your career

You already sell complimentary insurance products and know you’re leaving money on the table

You already sell annuities but want to know the secrets of scaling your annuity practice to elite levels

And all of these lead to never reaching your full income earning potential and constantly feeling behind the ball.

We don’t want you to waste any more time or money.

This platform has given hundreds of agents the opportunity to live a freedom lifestyle and ditch career regrets. And it will work for you too.

“Economists spend more time researching why more Americans don’t buy annuities than they do estimating whether annuities are a sensible investment.”

- Michael Finke, PH.D. Chief Academic Officer | The American College of Financial Services

Learn and implement our 3-Programs to grow your annuity sales business

Program 1

Annuity Jumpstart

This is designed for agents just getting started, cross selling from other lines of business, or those simply wanting to refresh their foundational understanding of how the primary annuity types function in broader financial and insurance industries. Everything you need to get started selling annuities.

Program 2

Annuity Architects

Expand your knowledge and learn how to structure annuity cases for complex client scenarios. Learn the ins and outs of annuity case design, index allocation strategies, advanced rider concepts, sequence of return risk, developing enhanced lead generation strategies, building an objection-enhanced business, developing a brand and authority building, marketing techniques for annuity agents, and advanced annuity sales techniques.

Program 3

Annuity Titans

Have great annuity production already? Learn to scale your sales success into a full blown annuity agency that continues generating you passive revenue while you sleep. Begin transitioning from a great producer to a competent CEO with downline agents. Learn how to recruit the right agents that align with your ethos, and discover how to build a legacy through this industry. Get 12 weeks of one-on-one business coaching directly with Chad.

You Will Also Get

Community

In-Platform Forums + Live Q&A

This can be a lonely business for many, but not for you. Take advantage of our community forum, where you can post specific questions and connect with other agents in the field, just like you.

As long as you’re a paying member, get access to our monthly virtual community networking events and access to the annual Retirement Realized live training conference free of charge.

Resource Vault

Training and Point of Sale Documents

We’ve got all of your training and point of sale document needs covered. From leave behind kit materials, to transfer guides, to objection handling cheat sheets, use the exact documents Chad uses in his appointments to write $40M per year.

Discover the materials that sell for you once you’ve left the appointment.

Here’s how you’ll become the agent you know you can be

1. Enroll in a Program

The hardest step is taking action. Enroll in a program or purchase in bulk for a discounted price.

2. Develop your path to success

Once you’ve enrolled, devour the material. Figure out where you need to grow to reach your goals.

3. Watch your sales explode

If you implement this system to a “t” your sales will increase, guaranteed. It’s time to own your success.

Case Studies

This is blowing me away how good this is

Rich C. | Agent of 25 years in the industry

“It truly is the total package for training agents.” I have been in financial services for three years beginning in corporate finance. I transitioned to safe money strategies two years ago. Within that timeframe, I sought out different lead systems and mentorships, but they were never the right fit for me. Having recently joined the Retirement Realized Agents, I have grown immensely as an agent. In one short week, I have covered roughly 25% of the material and have already had two one-sit/one-close appointments with the total premium equalling $713,000 by implementing the Mindset Training, the Phone Script Training, the Appointment Process Training as well as utilizing the Leave Behind Kit.

“Chad Owen and RRAA have improved my business from Day 1” There are so many resources to access, you can find information and help in any area of your business. Right from the start, the helpful and professional staff showed how much they cared about impacting my business. I love the marketing/branding work done to improve my business image which has received many comments on how great things look. Going with RRAA has been one of the best decisions of my career.

“Retirement Realized has been a tremendous partner in my journey into annuities.” The training, hands-on case design assistance, and personalized assistance helped me build a solid foundation for my career serving clients through safe money planning. I was looking for an FMO that would be more carrier and product agnostic to help me truly offer the best solution for my client's situation, and that is exactly what I found with Retirement Realized. Being able to learn from one of the top producers in the industry and bounce case design ideas off of one of the best case designers in the industry were critical to shortening my learning curve.

12-Week Curriculum (per program)
Hundreds of Training Videos
Annuity Resource Vault
Community of other Agents
Monthly Live Q&A
Technology and Email Automations