Welcome to the Annuity Agents Podcast with Bill Broich and Anthony Owen, Co-founders of Safe Money Radio Marketing and regular contributors to ThinkAdvisor and other industry publications. Bill is a 100 plus million-dollar annuity producer, Co-founder of Annuity.com, and an internet branding and reputation expert. 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 Bill and Anthony update 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.
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/.
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/.
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/.
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 Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.
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/.
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/.
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/.
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/.
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/.
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/.
