In this episode of 7 Figure Annuity Sales, host Caleb North shares the insights, lessons, and hard truths he wishes he knew when starting out in the annuity industry. If you're a new or aspiring annuity agent, this episode is your shortcut to avoiding costly mistakes and setting yourself up for long-term success from day one.

➡️ You’ll learn:
- The biggest misconceptions new agents have about selling annuities
- What actually drives production and client trust in the early stages
- The foundational habits and mindsets that lead to sustainable business
- Tips for finding the right product fit, marketing strategy, and mentorship
- Practical guidance on getting licensed, meeting training requirements, and starting your practice with confidence

This episode is a mix of real talk, encouragement, and tactical advice designed to help new agents hit the ground running—without the confusion, hype, or trial-and-error that holds so many back.

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In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client’s primary need, not chase a “Swiss Army knife” solution.

➡️ In this episode, Caleb breaks down:

• Why trying to cover growth, income, safety, and liquidity in one product often backfires

• The importance of identifying a product’s true purpose—and staying disciplined in how you present it

• How to avoid analysis paralysis when selecting annuities for clients

• Real-world examples of how agents get it wrong—and how to get it right

• A mindset shift that will lead to better client outcomes and cleaner sales

If you're trying to build a business based on clarity, confidence, and consistent results, this episode will help you stop overcomplicating and start strategically positioning the right product for the right reason.

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuities: index strategies. If you're selling annuities without fully grasping how caps, spreads, participation rates, and crediting methods work, you’re leaving both value and trust on the table.

➡️ In this episode, you’ll discover:

• The core index strategies used in modern annuities (and when to use each)

• How to explain performance triggers, point-to-point crediting, and volatility control indices to clients

• Why not all index strategies are created equal—and what to look for in carrier design

• How to evaluate client suitability based on strategy, not just sizzle

• Proven tactics to position index strategies with clarity and confidence in your sales process

Whether you're a new agent or already writing consistent premium, this episode is your complete guide to understanding and using index strategies to maximize client outcomes and build trust through transparency.