Agent Handouts
Virtual Appointment: Information & Equipment
A new document created during the COVID-19 pandemic, a list of equipment Chad uses for virtual appointments.
Fact Finder (FILLABLE)
One of the most valuable tools of Chad’s appointment process – A FILLABLE VERSION! This document helps to gather specific and critical information from the client, now straight on your laptop or tablet.
IRS Rollover Chart
A great cheat sheet for agents to reference where money rolls from and to.
Transfer Guide
An insider’s guide to most major financial institutions for transferring money. Overnight mailing addresses, phone numbers, medallion signature requirements, etc.
Why I Pick the Company and Product I Do
An optional document to fill out at the end of an application; outlines the top 4 reasons why and how Chad expertly chooses a company and product for his client for suitability purposes.
Client Account Information Form
Meant to be filled out with the client during the discovery portion of the appointment; discovering where the client’s money is located and if any financial vehicles are already in place.
Fact Finder
One of the most valuable tools of Chad’s appointment process – this document helps to gather specific and critical information from the client.
Knowing Your Variable Annuity
Meant to be filled out with the client during the discovery portion of the appointment; discovering where the client’s money is located and if a variable annuity is in place.
Appointment Process
The appointment process of $165M+ solo producer, Chad Owen, broken down step by step.
Appointment Objections
Appointment objections and how to respond like an expert – the most common objections heard from clients divided into 3 main categories and the corresponding responses that will help navigate the appointment.