Ohlson Group

Intended for Agent Use Only. Not for Use by Consumers.
Call us today at 1-877-844-0900

Ohlson Group
  • About
    • Company Overview
    • Our Services
    • Who We Are
    • Video Testimonials
  • Amplify Your Business
    • Safe Money Places Marketing Program
    • Agent Website
    • Email Marketing
    • Lead Generation
    • Agent Software
  • Products
    • Our Products
    • Our Carriers
    • Product Training
    • Request a Quote
    • Online Contracting
    • Product Searches, Quotes, and Forms
  • Incentives
  • White Papers
  • VIDEOS
    • Prospecting Tip Videos
    • Recorded Webinars
  • Members Only
    • Agent Portals >
      • Online Contracting
      • Firelight e-App
      • Email Marketing Login
    • Annuity Lead Resources
    • Product Searches, Quotes, and Forms
    • Safe Money Places Agents >
      • Client Videos
      • Consumer Guides
      • Presentation Material
      • Personalization Request
      • Safe Money Places Logos
    • Client Marketing Kits >
      • Wealth Transfer
      • Personal Pension Plan
      • Worry Buckets
      • 5 Financial Hazards
    • Agent Training >
      • Product Training
      • White Papers
      • Training Videos
      • Recorded Webinars
    • Business Resources
  • Blog
  • Quote
  • Contact

Death, Despair, Details and Decisions

1/27/2020

Comments

 
Picture
The title of this commentary describes what happens after the death of a loved one.  I recently lost two friends in unexpected deaths.  All of the above mentioned in the title will be there for the survivors.  I am in a unique position to speak to this.  I lost my wife in an unexpected circumstance.  Yes, despair, details and decisions all came at me quickly as it did for my family. 

​The death impacts so many people… friends, kids, grandkids, co-workers… I could go on and on.  Fortunately, in my situation, we had already discussed the possibility.  I did not have a pre-planned funeral for her. But, we all pulled together and made it happen.  But, I quickly went and paid for mine which I hope is decades away. So, where am I going with this?  It’s time to meet with all of your clients, and ask them what they want to happen at time of death. 

Also, find out who the “go to” people are in their lives.  
  • Would they be their children? 
  • Do you know their children/heirs? 
  • Do you think that you should while all is right?  I suggest yes.  

Contact the people that would be left behind, tell them who you are and what you have done for their parents and ask if they have questions.  Give them your contact info, and include them in the list of people that receive monthly info from you. 

With your clients, ask them how they would like the finances left to the survivor. 
  • Do they want guaranteed resources to be paid out monthly? 
  • Do they have a life policy earmarked for funeral costs?

Bottom line, you have to ask questions and discuss.  This is part of the pledge we gave our clients at time of sale.  So, this is not a product push or some grand marketing approach.  It is the right thing to do and it will be so helpful to all.  Have them commit their desires to paper and help them out.  Then they will know that, you too, are also… a different experience.

Picture
Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO of The Ohlson Group
1-877-844-0900
Comments

2020 Vision

1/21/2020

Comments

 
Picture
Wow, I remember when I had 2020 vision.  I also remember when I had more hair. Well, enough of that- I am not writing about vision or hair.  I am writing about your “2020” business plans.  You need good vision to plan, implement, track and adjust throughout the year.  

I would like for you to consider the following: 

  1. What would 20% more qualified prospects do for your business this year?  
  2. What would a 20% increase of future product sales from your clients do for your business? 
  3. What if the referrals from your clients increased by 20%? 
  4. And, what would a 20% increase in sales and revenues do for you and your family? 

I think that I know the answers to all of these questions.  Please read on…

I know that the usual prescription for attaining the above goals is usually… make more calls.  Of course that is part of it.  But, you might just need a “digital partner” in your practice.  You might also need to be part of a “national brand.”  We have all of this and more waiting for the taking.  

First off, The Ohlson Group can provide you with a “best in class” personalized website.  But, we all know  that we need more than that.  You need to have traffic going to your site… right?  What if we can get you 10-15 qualified digital marketing leads per month?  What if your prospects and clients would receive quality print and video content pieces once per month from you?

Bottom line, we have invested tons of time, money, and manpower into our programs.  And, our marketing consultants do more than just give you rates and commissions. We provide real time solutions for your clients to help you obtain the sales you deserve.  

So, if you are interested in “2020” vison for your business this year, give one of our marketing consultants a call and spend 9 minutes listening to the story.  What do you have to lose?  Income?  Call today at 1-877-844-0900.

Picture
Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO of The Ohlson Group
1-877-844-0900
Comments

Expect BIG things from us in 2020

1/13/2020

Comments

 
Picture
What an opportunity that lies before us in the new year.  Never before, in the history of our business, has change been this rapid.  The big questions are...
​
  1. How do we take advantage of the new tools and resources to assist our agents and advisors in their quest for increased sales and a better return on their investments of time, money and manpower? 
  2. What tools can we utilize to make your clients relationship with you a "different experience," and make them come back to you for additional products?  
  3. How can we become your best promoter in assisting you in getting better referrals?  

Here at The Ohlson Group, we are just getting started.  We have the ideas, the tools, the knowledge, the experience and the people to assist you in making 2020 your best year ever.  We are constantly on the lookout for new opportunities to help our agents grow their business.

Give us a call and prepare to have a discussion unlike most discussions with internal marketers at other IMO's... yes... a different experience. We look forward to hearing from you in the new year.

Picture
Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO of The Ohlson Group
1-877-844-0900
Comments

The Gift of a Lifetime

1/6/2020

Comments

 
Picture
Our recent Holiday season got me thinking of gifts that can really make a difference.  I was watching a business show and they were focusing on the high cost of education.  They also spoke of the lack of basic personal finance by young people. 

​They, and their parents, are many times more than willing to encourage student debt.  Yes, they may take responsibility of these loans with their kids, but bottom line… it’s a problem for everyone.  It could be a terrible burden for the child when they do get out of college.  Or, it is a terrible burden for the parents when they are focusing on retirement.  So, what can be done?

It is often said that grandparents start to like the grandchildren even more than their kids.  So, wouldn’t they want to be in a position to help pay off part of the college loans?  Of course, but it seems so very expensive to do…  if you are not using “discounted dollars.”  

Discounted dollars are available in a life insurance policy.  The grandparent will not pay full dollars for the benefit.  They either pay via periodic premiums or a single premium.  And, there can be a safety valve.  Many policies offer accelerated benefits if the insured needs some type of long term care assistance.

Want to know more? Give us a call at 1-877-844-0900.
Comments
    LEARN ABOUT OUR DIGITAL MARKETING AND LEAD PROGRAM
    Picture

    Archives

    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    January 2015

    Categories

    All

    RSS Feed

CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now
QUICK LINKS:
Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services
Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers
Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources
THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS 

The Ohlson Group, Inc. provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to info@ohlsongroup.com. The Ohlson Group, Inc., (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.

The Ohlson Group Inc, and or Raymond J. Ohlson CLU, CRC is licensed to do business in all states except New York.

Privacy Policy
​

STAFF LOGIN

Copyright © 2021 The Ohlson Group, Inc. All Right Reserved.