Discover7 Figure Annuity SalesEverything You Need To Know About Index Strategies
Everything You Need To Know About Index Strategies

Everything You Need To Know About Index Strategies

Update: 2025-07-07
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Description

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.

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Everything You Need To Know About Index Strategies

Everything You Need To Know About Index Strategies

7-Figure Annuity Sales