ANNUITY ARCHITECTS

Your blueprint for building a 7-figure annuity sales business.

The most robust training program for annuity sales agents

The complete sales system designed to help agents write $1M per month in annuity premium.

What agents are saying about Retirement Realized Agents Academy

When I started investing in myself and getting the mentorship, that's what took me to the next level.

Roy | RRAA Student

"This training has given me the confidence to know that I am an expert in what I am doing while simultaneously providing safe money solutions for the individual clients I serve." This training is beneficial for the whole spectrum of agents, whether you just got licensed or are an industry veteran. If I could stand on the street corner in a town full of agents, I would scream at the top of my lungs, "Retirement Realized Agents. Join now, and you'll never regret it.

“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.

“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 caree

We know you want your ROI on your effort and dollars spent to be higher.

Less money wasted on leads

Lead generation strategies and the complete sales system of a $300M+ producer so you can stop burning through money just hoping for the next jackpot.

Higher conversion rates

Deep dive into the case design process of elite producers and building an objection enhanced business that leads to more deals.

More autonomy and independence

Strategies for scaling and expanding your business so you protect more clients, make more money, and be in control of your financial and business futures.

Trying to decide if Annuity Architects is for you?

Who, specifically, is this program for?

This program is designed for motivated agents, ready to build and scale their annuity production to elite levels. This 90 day program will give agents all of the necessary tools to regularly write $1M in personal annuity production each month. This program is for those agents who believe in investing in themselves and their financial futures, and for those agents who aren’t afraid to work hard to achieve massive success. There are no production requirements for this program, only commitment requirements. If you’re looking to go all in on your business now so you can reap the rewards later, this is for you.

Who should NOT join this program

This program is not for unethical people. If all you care about is money and commissions, this isn’t for you. If you aren’t actively trying to write more annuity business, this isn’t for you. If you sell other lines of business and are looking to scale into annuities seamlessly, this is for you so stick around. Annuity architects is for those of you who are achievers and who want to surround yourself with other achievers in the industry.

What’s Inside the program

Here’s your 90 day roadmap towards the top 1% of all annuity producers in America.

Structuring advanced case design and plan building

Learn how to effectively analyze client needs and short vs. long term annuity planning, unveil the effects of sequence of return risk and what it means for clients, develop your product knowledge and the product selection process, and become an expert at index allocation strategies and running illustrations so you never have to wait on your FMO/IMO again.

Develop enhanced lead generation strategies

Learn how to create an appropriate lead generation strategy for you and your business that leaves you never needing to struggle to have prospects to talk to again. Discover how elite agencies budget for lead spend and marketing, and uncover the primary methods high producing agents are using to write millions of dollars in annuity premium annually.

Implement the EXACT sales system of elite agents writing tens of millions in production each year both virtually and in person

A section worth its weight in gold, gain an all access look into the exact processes of elite producers worth $350M in personal production both in person and virtually. Discover the exact forms and documents used in appointments, how to present them, how to more effectively book appointments, and how to leverage virtual to become even more efficient in your annuity sales business. This piece alone could be individually sold for $10,000+.

Ask questions and meet like-minded agents along the way

Independent sales businesses can be lonely, and we’re set on overturning that stigma. Our built in agent forum and social pages are designed to help connect #ImpactAgents who are set on being a light of hope and success in this industry.

What’s in the program?

A sneak peek of our Retirement Realized Agents Academy Platform:

More positive reviews for RR Agents Academy

"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."

Joe Z.

"Chad's virtual is so good! You guys have done more than any FMO I've ever seen."

Rich C.

"I had no idea when I got involved with your organization that it would be such a motivating group to work with."

Scott B.

"I had a phone appointment today and started using his "Soft Closing Techniques" and it works very well."

Michael M.

Questions and Answers

Do I have to complete the Annuity Jumpstart Program prior to enrolling in the Architects program?

No. If you are a newer agent, it could be beneficial to do so, but when you enroll in the 90 day Annuity Architects Program, you will also have access to the Jumpstart program.

Will I have access to the client handout materials to use in my own appointments?

Yes, you will have a license to use all of the leave behind kit and consumer facing materials in your client presentations for the 90 days that the program is in effect and this license will renew at $20/month beginning on day 91 so that you always have legal access to use the copyrighted materials in your sales process.

Do I have to be contracted with Retirement Realized to enroll in the program?

No. Although agents can become contracted with carriers through Retirement Realized, our primary goal is to educate as many agents as possible to sell with ethics and integrity regardless of their IMO/FMO affiliation.

What happens if I need more time beyond the 90 days?

On the 91st day you will be automatically re-billed at $20/month for continued use of the licensed copyrighted material including the videos. The 90 day window is designed to create accountability and action and leads to the best results for agents and extensions are not allowed.