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Welcome to Annuity Producers! 🌟 On my channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and...
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Welcome to Annuity Producers! 🌟 On my channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬
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23 SET 2026 · Are you selling annuity features, or are you actually solving your clients' retirement problems?
In this special episode, I'm taking you inside Annuity Producers Live for a sneak peek of my on-stage presentation on one of the most important lessons I've learned in the annuity business.
Stop focusing on how much premium you can write and start focusing on what your client actually needs.
During this live training, I share how I approach conversations around retirement income, safety, and tax advantages, along with real examples from my own business.
You'll hear how I helped a client with $7 million in assets address a $1,500 monthly retirement income gap using just a portion of their portfolio, why I believe in using the least amount of premium necessary to solve a client's problem, and how focusing on education can naturally open the door to additional business.
This is just a small piece of the training we share at Annuity Producers Live!
Each year, I bring together experienced annuity producers and industry professionals to share the strategies, techniques, and real-world lessons that have helped them build successful businesses.
If you're looking to grow in the annuity space, I'd love to see you at our next event.
🎟️ Want to join us at Annuity Producers Live in 2027?
We're heading back to Kalahari Resort in Round Rock, Texas for our fourth annual conference!
Join us for real annuity training, practical sales strategies, and the opportunity to connect with producers from across the country.
Tickets are available now, and I'd love to see you there!
👉 https://www.annuityproducers.com/live-event-2027
https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
21 AGO 2026 · Why are annuity caps, participation rates, and overall product offerings looking so much stronger right now?
In this episode, I break down the economic environment behind today’s annuity rates and explain how higher interest rates have helped insurance carriers create more competitive products.
I also look at the growth of the annuity industry, including $464 billion in 2025 sales, and compare today’s marketplace to what agents were working with when rates were near zero in 2020.
For agents, this is an important market to understand. Stronger rates don’t mean every product is automatically a fit, but they do create opportunities that simply weren’t available a few years ago.
If you’re looking to grow your annuity business, understanding why these products are changing is just as important as knowing what’s available.
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
14 AGO 2026 · Annuity caps and participation rates are rising again, creating a big opportunity for agents. But chasing the highest advertised rate can create problems down the road.
Roy breaks down what agents should look at before recommending a fixed index annuity, including renewal rate history, guaranteed caps and participation rates, contract length, S&P 500 strategies, excess return indexes, and the difference between selecting an annuity for growth versus lifetime income.
He also explains why a great first-year rate doesn’t necessarily mean a great seven- or ten-year product, and why agents should be doing their own research instead of simply selling whatever their upline or IMO is pushing.
If you’re writing annuities or looking to grow your annuity business, this is an important product-selection conversation to understand.
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
7 AGO 2026 · Educational seminars aren't just about teaching. They're about building enough credibility and trust that the people in the room want to continue the conversation with you.
In this episode, Roy breaks down how insurance agents can use Social Security and retirement workshops to consistently generate appointments and create opportunities across annuities, Medicare, life insurance, long-term care, and other areas of retirement planning.
He shares the numbers behind seminar marketing, why agents need to give the strategy enough time to work, how a full calendar changes the way you sell, and why investing back into your business can be one of the biggest differences between staying stuck and actually scaling.
You'll also hear why Social Security can be such an effective entry point for agents, what makes a seminar feel professional, and why knowing your subject matter is still one of the most important pieces of the entire strategy.
If you're an insurance agent looking for a more consistent way to meet prospects and grow your practice, this episode is for you.
https://www.teamsnarr.com/bootcamp
00:00 Why seminars are an investment in your business
01:30 The real cost of running workshops
03:00 Why agents should commit to multiple seminars
03:30 Turning attendees into appointments and sales
04:20 The potential ROI of one workshop
05:00 Why new agents should start smaller
05:30 How seminars can fill your calendar
06:20 Why a full calendar makes you a better salesperson
07:00 The 10-3-1 sales rule
07:30 Investing back into your business
09:00 Why your first 10 workshops matter
09:30 Building a repeatable seminar system
11:00 Why you need help at your workshops
12:30 The psychology behind a professional seminar
13:20 You need to know your topic
14:00 Why Social Security workshops work
15:20 Opportunities beyond annuity sales
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
29 LUG 2026 · What happens when an insurance agent gets tired of buying more leads, writing more applications, and sacrificing every weekend just to keep the business running?
Roy shares how he moved from the life insurance grind into annuities and eventually developed an educational Social Security workshop strategy that helped transform his business.
The transition was not instant. His first workshops were uncomfortable, expensive, and largely unsuccessful. But through years of testing, more than 300 workshops, and plenty of costly mistakes, Roy learned how education could create something cold leads rarely provide: credibility before the first appointment.
In this episode, Roy discusses his first annuity case, the opportunity he discovered while working with teachers, the limitations of online leads, and why agents should not expect a workshop system to replace real industry knowledge and experience.
You’ll also hear why the best workshop prospects are not pressured into scheduling an appointment. They already see the agent as an educator and choose to continue the conversation.
For more annuity education and producer-focused training, visit https://www.teamsnarr.com/bootcamp
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
8 LUG 2026 · What do you do when a client likes the idea of future income, but does not want to pay for an income rider they may never use?
In this episode, Roy Snarr talks with John Terry from Legacy Marketing Group about fixed index annuity product design, liquidity, income rider objections, RMD strategies, and how agents can create more flexible retirement income conversations.
They also cover why renewal rate integrity matters, how accumulation-focused products can still support income planning, and why agents should look beyond the usual “income rider or nothing” conversation.
Learn more about Legacy Marketing Group:
https://www.legacynet.com
Learn more about Annuity Producers Live:
https://www.annuityproducers.com/live-event-2026
https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
10 GIU 2026 · In this episode, I’m joined by Michael McMillan from Financialize to talk about what really makes annuity leads work.A lot of agents think the problem is the lead source. But in reality, the bigger issue is usually the follow-up, the positioning, the credibility, and the way the agent handles the conversation after the lead comes in.Michael and I discuss why phone-verified annuity leads can be so valuable, what Financialize does to qualify prospects, and why agents need to stop treating annuity sales like quick transactional sales. We also break down practical ways to build trust faster, including voicemail, video follow-up, text, email, physical mail, social research, and long-term nurturing.If you’re an agent trying to sell more annuities, improve your lead conversion, or understand how top producers think about lead investment, this conversation is packed with real-world takeaways.Timestamps:00:00 Welcome Michael McMillan from Financialize
00:22 Roy’s experience using Financialize
00:46 Why annuity leads cost more
01:33 The problem with blaming lead quality
02:18 How Financialize qualifies leads
03:18 Priority leads and phone verification
04:38 Building trust with retirement prospects
05:26 Annuity sales are relationship-based
07:41 Roy’s lead follow-up process
09:02 Using Loom-style video messages
10:32 Why long-term follow-up pays off
11:42 Advice for new agents
12:50 Researching prospects before calling
14:03 Creating connection points
15:13 Sending physical information
16:22 Help-first selling
17:26 Why transactional agents struggle
18:11 The referral power of doing the right thing
20:12 Financialize and Annuity Producers Live
21:00 Diversifying lead sources
21:19 Reinvesting back into your business
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
30 APR 2026 · In this episode, we break down Wichita National and why more agents are starting to pay attention to them. From top-of-market MYGA rates to faster processing and real support, this conversation covers what actually matters when choosing a carrier. If you’ve ever dealt with slow underwriting, confusing processes, or lack of communication… this one hits home. We also talk about where the annuity space is heading and what’s coming next from Wichita.
Therese Rothenberger (580)357-6364
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
22 APR 2026 · Roy breaks down one of the most misunderstood parts of annuities: income rider fees. Learn how these charges are calculated, why some “1% fees” aren’t as simple as they sound, and how to properly explain them to clients. Great episode for agents and retirees alike.
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
15 APR 2026 · Many agents think selling annuities is about mastering caps, participation rates, and product mechanics. In reality, the most successful producers focus on something much simpler: understanding the client.
In this episode, we discuss why annuities are not right for everyone, how the 10-3-1 rule works in real sales conversations, and why relationship-based selling consistently outperforms transactional approaches.
You'll also learn why overexplaining annuity mechanics can actually hurt your credibility and how keeping things simple often leads to better results with clients.
If you're working to grow in the annuity business, this episode breaks down the mindset and approach used by top producers.
https://www.annuityproducers.com/live-event-2026 https://www.annuityproducers.com/livezoom
https://www.annuityproducers.com/livezoom
Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
Welcome to Annuity Producers! 🌟 On my channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and...
mostra di più
Welcome to Annuity Producers! 🌟 On my channel, we dive into the strategies and insights of top annuity producers from across the country. Discover proven marketing tactics, sales strategies, and office management tips that have led to tremendous growth in the annuity industry.🚀 Join our community of agents as we share experiences on starting and scaling annuity practices, effective sales and marketing techniques, and the development of successful agency systems. Learn from real-world examples and gain actionable advice to take your annuity business to the next level. Whether you're a seasoned agent seeking to expand your practice or a newcomer looking for guidance, our channel is your resource for industry expertise and professional development. Subscribe now to stay updated with our latest content, interviews, and discussions to help you succeed in the annuity market! 📈💼 Explore more about AnnuityProducers.com and become part of the largest annuity-producing community in the country. Don't forget to engage with the content, share your insights, and contribute to our thriving network of annuity professionals. 🤝💬
mostra meno
Informazioni
| Autore | Roy Snarr |
| Organizzazione | Roy Snarr |
| Categorie | Istruzione |
| Sito | - |
| - |
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