Are you anxiously awaiting 2023 because you’re ready to switch IMOs? Is your current IMO not giving you and your clients the attention you all deserve? If this is the case, you may be frustrated because you have to wait until January to make the switch so you don’t lose your bonus. We totally understand this conundrum because profitability is key to your success. However, we have 3 solid reasons that may entice you to start transitioning now versus waiting until January.
Reason 1: Hit Our Quarterly Bonus Before New Years
That’s right! If you decide to ramp up marketing at the end of the year and write one nice case, or maybe a few, you would be able to take advantage of our lucrative Quarterly Producer Bonus. Our threshold is easy to hit… $250k of annuity premium and/or $25k of target life premium. This may be that stocking stuffer you need to buy gifts for the family! To find out how to qualify, chat with our marketers today.
Reason 2: Enroll In Our Unique Marketing and Branding Program… Safe Money Places.
Safe Money Places is a consumer facing brand that educates both pre-retirees and retirees the importance of creating a sound financial strategy to ensure they can enjoy the retirement they’ve worked hard and long for. We build personalized agent websites centered around this brand that builds trust with prospects and clients through educational content. We have everything from videos to consumer guides to email drip marketing that cover a wide variety of retirement topics ranging from Social Security to wealth transfer to retirement income solutions.
Best of all, this marketing and branding system is yours for FREE! That’s right, there’s no set up fees or monthly hosting fees to utilize these tools. All you have to do is write a little business with us, and we invest back into you by providing you with the resources to ramp up your digital presence and close more sales. Again, our threshold is pretty low to qualify for this program. Chat with our marketers for more info.
Reason 3: Get More Annuity Leads For Less With Our In-House Annuity Lead System
We developed a low-cost, high return annuity lead system. Since we’re not a lead vendor, our leads are at least half, if not one third, the cost of most annuity lead providers out there. We have been running this lead program successfully for years and have seen many of our producers hit sales milestones they didn’t think were possible… with an ROI that makes sense!!
One of the biggest benefits of our annuity leads versus broadcast leads (which include radio, direct mail, TV, and social media leads) is the fact our leads are actively searching for annuity information. This means, they are already directly engaged in the annuity sales process themselves because they are going to Google and BING to research and get more info about annuities. Broadcast leads are more passive prospects by nature, as they heard or saw an ad, and it sparked curiosity for them to reach out. These leads tend to be more in the early stages, thus aren’t as far along in the sales cycle.
If you would like to see if there are territories available near you, please book an appointment with one of our marketers. They will tell you the ins and outs of how our lead program works.
Plan ahead to make 2023 your most successful year with The Ohlson Group and Safe Money Places. If you want to learn more about our incentives, digital leads, products, or our branding program, schedule an appointment to talk to our marketers.
Reason 1: Hit Our Quarterly Bonus Before New Years
That’s right! If you decide to ramp up marketing at the end of the year and write one nice case, or maybe a few, you would be able to take advantage of our lucrative Quarterly Producer Bonus. Our threshold is easy to hit… $250k of annuity premium and/or $25k of target life premium. This may be that stocking stuffer you need to buy gifts for the family! To find out how to qualify, chat with our marketers today.
Reason 2: Enroll In Our Unique Marketing and Branding Program… Safe Money Places.
Safe Money Places is a consumer facing brand that educates both pre-retirees and retirees the importance of creating a sound financial strategy to ensure they can enjoy the retirement they’ve worked hard and long for. We build personalized agent websites centered around this brand that builds trust with prospects and clients through educational content. We have everything from videos to consumer guides to email drip marketing that cover a wide variety of retirement topics ranging from Social Security to wealth transfer to retirement income solutions.
Best of all, this marketing and branding system is yours for FREE! That’s right, there’s no set up fees or monthly hosting fees to utilize these tools. All you have to do is write a little business with us, and we invest back into you by providing you with the resources to ramp up your digital presence and close more sales. Again, our threshold is pretty low to qualify for this program. Chat with our marketers for more info.
Reason 3: Get More Annuity Leads For Less With Our In-House Annuity Lead System
We developed a low-cost, high return annuity lead system. Since we’re not a lead vendor, our leads are at least half, if not one third, the cost of most annuity lead providers out there. We have been running this lead program successfully for years and have seen many of our producers hit sales milestones they didn’t think were possible… with an ROI that makes sense!!
One of the biggest benefits of our annuity leads versus broadcast leads (which include radio, direct mail, TV, and social media leads) is the fact our leads are actively searching for annuity information. This means, they are already directly engaged in the annuity sales process themselves because they are going to Google and BING to research and get more info about annuities. Broadcast leads are more passive prospects by nature, as they heard or saw an ad, and it sparked curiosity for them to reach out. These leads tend to be more in the early stages, thus aren’t as far along in the sales cycle.
If you would like to see if there are territories available near you, please book an appointment with one of our marketers. They will tell you the ins and outs of how our lead program works.
Plan ahead to make 2023 your most successful year with The Ohlson Group and Safe Money Places. If you want to learn more about our incentives, digital leads, products, or our branding program, schedule an appointment to talk to our marketers.
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