How to Win Annuity Cases Against Competing Agents & Advisors
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How to Win Annuity Cases Against Competing Agents & Advisors
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In 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 battle-tested approach to handling challenging clients, including a recent case with an insurance actuary who was impressed by his comprehensive solutions. Learn why knowing your products AND your competition inside and out is critical, plus how to use economic insights like market manipulation indicators to build unshakeable client confidence. They also discuss the importance of pushing back on clients' misconceptions and adapting your approach based on client psychology. Whether you're facing your first competitive case or looking to sharpen your closing skills, this episode delivers actionable insights from someone who's won millions in contested sales.
