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This Business Is Too Hard

6/25/2018

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Yes, this business is too hard if you are not financially successful.  Now, financially successful means different things to different people. But, if you are struggling in the financial services business... this  business is too hard and is not much fun. The question (people in that category) need to ask themselves is... "Are you the one making this so hard?”  Think about it, when in the history of the "safe money business" have we ever had it this good?  People want our products, there is a shortage of agents/advisors, many are getting old and tired and there has never been less competition.  So, if you are not hitting your success levels... why? Let 's look:
 
So, what is necessary to be being successful in our business?
The answer is simple. You need to get in front pf pre-qualified prospects, under favorable circumstances and on a regular basis. There are many different factors that contribute to making this come true.  You have to be marketing and prospecting from many different fronts.

The days of only doing it one way are over. You need:
  1. Traditional Marketing via direct mail and advertising.
  2. Events sponsored by you. It could be a booth at a festival or a consumer seminar.
  3. A digital presence and have a great website with powerful content.
  4. To prove yourself worthy of referrals and then continue to pursue those leads.
  5. You need to start working with the next generation. You know that they will be the recipients of the death benefits we create through life and annuity contracts. 
  6. To be known for something and digitally drip on your clients and prospects each month.

Sound daunting? Of course it is... if you are on your own. Looking for a solution? Give me two more minutes of writing.


You need to be a member of "The Safe Money Places Agents Network," and let us do all the behind the scene stuff. You need to work with us in the development of "YOUR" plan. Guys and girls, we are having tremendous success assisting our agents in the quest for increased profitability.

So, if you have the desire, attitude and aptitude, don't waste another minute. Schedule a call with one of our consultants. Tell us about your practice, your needs, desires and goals and let's jointly build a plan for long term success. Then you will be another agent that refers to The Ohlson Group as a... different experience.

Until next time, good selling!


Please schedule a time to chat about how to become a member of Safe money places

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"Life is too long"

6/18/2018

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Nope, not a typo. I know that you have heard the expression..."Life is too short.”  Yes, we all know the meaning behind that saying.  But, I ran into one of my son's Nick's friends this weekend.  We were speaking about a myriad of topics.  But, he said while talking about my future, "Ray, life is too long. You could be around for another 30 years. Have fun and be happy."  Well, I am doing both, but his statement made me think about what we do for a living.

We help people retire with dignity, without risk of losing principal or gains, and create an income that our clients can't outlive. Yes, we address the issue that... "life is too long.”  So, what's the point of this commentary? Give me a couple more minutes and please read on...

 
I just read an article in "Market Watch" that had the title, "Claiming Social Security early could lead to poverty later in life.”  The article went on to say that, yes you can get the reduced amount early, but if you died early you would beat the system. Problem is, prices go up and most are sorry that they took Social Security as early as age 62.

Try this one on:  in 2015, 33% of men and 40% of women took Social Security at age 62. Why? Simple, they needed the money to get by.  So, is there something we can do to help?  You bet, read on for just a bit longer.
 
If your client needs income now, take some of his cash and buy a short SPIA that will provide income until your client is age 66 plus for full benefits (maybe even age 70). Then, if possible, have him purchase an FIA with an income rider that will begin payout when the SPIA ends and tie the amount into the Social Security check the client will receive at age 70.  

Remember that the Social security payout grows by 8% compound interest all the way to age 70 (that is from age 66). Plus, by waiting, the surviving spouse would get a much larger survivors check if the spouse dies. 

Bottom line:  we have the tools, the presentation, the script for the Personal Pension Plan. Why don't you give us a call and we will give you a Personal Pension tour.  Who knows, this might increase your retirement income .
 
Until next time... good selling!

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Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO
​The Ohlson Group
1-877-844-0900
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Stop Focusing on Marketing and Branding... Get Back to Selling

6/11/2018

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Focus on your strengths, let us do the rest, and watch your revenue explode!
It  is tough running your own business. And, it is a lot more trying and difficult than it was only 5 years ago. Who knew that you needed digital marketing expertise, a branding strategy, website development and maintenance, a vibrant prospecting  program and a new way of obtaining leads. Let's face it, most of you reading this would say your biggest strength is selling and helping your clients.  Well, you are not alone. So, what are you going to do about it? Let me give you a suggestion. Please read on…
 
The Ohlson Group and The Safe Money Places Agent Network can provide you with all of the services and tasks that I mentioned in the previous paragraph. And, just in case you were wondering, there is no reduction in commissions.  As a matter of fact, we provide a quarterly allowance to our producers to offset the costs you may have in marketing research, administration and education. Plus, the more business that you do...the more we pay out each quarter.  

We have been able to assist our agents and advisors in this area for many years. You see, The Ohlson Group has its roots back to 1975 when I built one of the most successful career shops in the country.  Then, as president of several life insurance companies, we were able to make these companies real players in the annuity arena. And, as most don't know, at one time, the firm I was with even purchased insurancenewsnet.com and the current owner reported to me as we started to develop a marketing presence via the internet. That was in the late 90's. So, this stuff is not new to us. But, you have to get in the game.

 
I don't have enough ink or time to detail everything that we do. So, you need to pick up the phone or email and request a private consultation with one of our marketing consultants. We will analyze your business, present a plan, and then we are on our way. Then you can go out and... sell something.  Remember the old Greyhound Bus commercial,  "Leave the driving to us?"  Leave the back office and marketing program to us. Then you will see why agents from coast to coast continue to refer to us as a... different experience.
 
Hope to hear from you soon.
 
Until next time... good selling!
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Ask and Listen before you sell

6/4/2018

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"Please give me your thought process when you set up your retirement income plan"
That's right... ask them.  Until you get your prospect talking, until you make them feel the potential financial pain they will suffer, they won't listen to your solution. Until they admit, out loud, that they have a problem... don't give the solution. They need to verbalize to you how and why they implemented the retirement plan they now have.
 
  1. Do they think the plan is working, and why do they feel that way?
  2. Do they feel comfortable with the financial pro they have been working with... and why?
 
Let them tell you if they feel that they have the "appropriate amount of money at risk"... then ask them:
  1. How did they come up with the proper amount?
  2. What method, program etc?
  3. Do they feel as though their retirement plan is set up in a tax advantaged way? Then have them explain why they feel that way.
 
Okay, there are more questions, but now, after their shortcomings are exposed, you can present the solution. This is not high pressure, this is doing the job that my CLU oath says I should uphold. Help the people, show them how much better they will feel, and they will buy as opposed to you having to sell.  

Want to learn more about behavioral dynamics? I would love to discuss with you once you contract with us and write some business. 

 
Until next time... good selling!
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