Everything You Need To Know About Index Strategies
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Everything You Need To Know About Index Strategies
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About this listen
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:
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The core index strategies used in modern annuities (and when to use each)
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How to explain performance triggers, point-to-point crediting, and volatility control indices to clients
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Why not all index strategies are created equal—and what to look for in carrier design
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How to evaluate client suitability based on strategy, not just sizzle
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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.