The most robust annuity sales training platform on the internet.
Is the Annuity Architects program right for you?
Meet your mentors - $30M/year solo agent, Chad Owen, and $20M/year solo agent, Jesse Black!
Weekly Mentorship from Elite Agency Owners
Gain industry-leading insights from $300M producer, Chad Owen, $20M per year virtual producer, Jesse Black, product and case design expert, Caleb North, and business building/brand development expert, Josh Delgado. Many agents wish for a chance to sit at the table with top agents and industry leaders, and we've designed this program to give you weekly group mentorship with $20M-$30M solo producers! On top of that, our Architects Program unveils the EXACT blueprint, techniques, and materials they use in appointments to write this kind of business!
Turn More Leads into Sales
How does more business in less time sound? With the EXACT systems used to sell over $300M in person and over $20M per year virtually, sit across the table from Chad and Jesse as they break down their exact sales processes so you can avoid the obstacles they’ve faced in their 40+ years of industry experience. You will increase your average case size to well above the industry average!
Develop Your Marketing Strategy
Every agent wants leads. Most agents don’t know how to find the right sources for their business and how to develop their own niche. Discover how to build a true leads and marketing strategy that goes beyond purchasing pay-per-lead options. Discover the right options for you, and uncover how niche-building can lead to less expensive, more motivated prospects.
Design Cases that Close
Discover how the best in the industry structure annuity cases that convert and leave prospects satisfied with their decisions. Dive deep into the intricacies of case design and the factors that determine product selection for high-achieving agents. Take control of your practice by learning valuable skills that will leave you less dependent on your FMO, and in the driver’s seat of your business and efficiency.
Leave Your Mark On the Industry
Discover how agency owners leverage brand identity to grow and scale their business beyond an independent sales practice. Uncover how branding and marketing have more of an impact on your annuity business than you realize, and learn how to leverage simple technology solutions to scale your agency and leave your mark on the industry.
Develop Confidence Through Product Expertise
Uncover the ins and outs of advanced product features so that you feel confident on every phone call and in every appointment. Enhance your ability to pivot on the fly, while truly understanding the mechanisms that are at work within each of the annuity products you offer. Never doubt yourself with prospects again!
Weekly Live Training Events to Scale Your Efforts
Tune in for live events on a weekly basis diving deeper into virtual annuity sales, general annuity sales training, leveraging technology in your practice, and product discussion along with case structuring. This is a great opportunity to get to know our team, gain practical skills beyond the on-demand content, build rapport with other agents, and bring specific scenarios related to your business for discussion!
FREE Admission To Our Annual Live Event in Denver!
As long as you're active with Retirement Realized Agents Academy as a paying member or contracted agent, you'll receive FREE admission to our annual live training event! Our next one will be hosted in Denver, CO in February 2025. Develop relationships with growth-focused agents, gain invaluable insights from top industry leaders, and prepare to leave with a business on fire in the best ways possible!
Sample Our Industry-Leading Program...
Structuring Advanced Case Design and Plan Building
This course with Caleb North covers analyzing client needs, sequence of return risk, advanced product knowledge, the product selection process, running illustrations, and index allocation strategies. Become more than just a masterful agent, but a competent case designer as well!
Developing Enhanced Lead Generation Strategies
This course will help you establish the proper strategies for getting in front of the right types of prospects, covering the establishment of your primary lead generation method, integrating pay-per-lead systems, and systematizing a lead budget.
Building an Objection-Enhanced Business
Objections can be one of the greatest things that happens on a call or in an appointment – yes, you heard that right. In this course, Chad Owen discusses how to have not an objection free business, but rather, an objection enhanced business. Chad covers his most common phone and appointment objections in simple, digestible nuggets that you can listen back to again and again!
The RR Annuity Sales System
Ever wonder how a $300+M producer does his entire annuity sales process? This course displays exactly that. Chad Owen peels back the curtain on the processes he personally uses, showcasing exactly why this has become the Retirement Realized Annuity Sales System. Topics covered include mastering the phone process, the full fact finding process, the complete appointment process in action, cross selling annuities, handling objections, pending business best practices, and ongoing client support.
The RR Virtual Annuity Sales System
Discover the exact sales methodology Jesse Black uses to protect $20M+ in client assets almost 100% virtually, while keeping lead costs down below $35 each. Step into his sales process and learn how to establish credibility online to enhance sales, servicing virtual clients & client retention, and utilizing automation and technology in virtual selling!
Brand Development and Authority Building
This course teaches you how to build a personal and organizational brand, curate your brand essentials, establish your business marketing strategy & sales funnel, expand client touch points through marketing software, and how to build your business for the future!
Is this a good investment for you?
Let's look at the numbers...
$197/month training and licensing fee
Access to ALL Modules, Sales Systems From Industry-Leading Experts (50+ hrs)
Full Access to Annuity Jumpstart Program
Monthly Live Training Sessions With $20M-$30M SOLO Producers As Mentors
Networking Opportunities with Other Agents
Annual Live Event Admission Included
Access to All Point-Of-Sale & Agent Documents in the Annuity Resource Vault
Would you spend $1 if it was nearly guaranteed that you'd make $29 in return?
Our goal is to help you produce an additional $1M in your first year
= 2,800% ROI on your initial program investment
A $35,000 annuity written will cover the entire 1st year's investment
Adding an additional $1M in sales will cover an entire 30 year career's worth of the monthly cost (our minimum goal in year 1)
The average case size outside of our program is $160,000, meaning if this program helps you close the average of 1 additional case in a year, your ROI will be 373% - We'll do that and so much more!
What are agents saying about Annuity Architects?
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.
Ryan S.
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, 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.
Joe Z.
Chad Owen and RRAA have improved my business from day one. 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.
TJ H.
Expand your knowledge and learn how to structure annuity cases for complex client scenarios.
4 Monthly Live Training Sessions With $30M Agent Chad Owen & $20M Agent Jesse Black
50+ Hours of Self-Paced Annuity Sales Training
Hundreds of Training Videos
Face-to-Face & Virtual Annuity Sales Systems
Annuity Resource Vault
Monthly Q&A Sessions
Case Design Best Practices
Networking Opportunities With Other Agents
Frequently Asked Questions
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 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 as long as you are a paying member of RR Agents Academy.
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.
Ready To Grow Your Business?
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Want to get started for FREE?
Join our Annuity Jumpstart Program Today!
8 Hours of introductory annuity sales training
Access to the most robust annuity foundations training program available on the internet
Learn to position and cross-sell annuities from other lines of business
Kickstart your annuity sales career
