I hope that all of you have had the start to a great summer. Things have been heating up in many ways. We are still in a very testy economy. I think that we will know more as we head into 2023. But, and I know that I sound like a broken record, we have the product that Americans need, want and deserve.

We can provide a retirement income that is guaranteed for life… whatever the economy hands us. We have, through life insurance, the miracle of paper and ink where we can keep families in the world that they have become accustomed to. Suffice it to say, that as many industries are wondering where they get their revenues, we are sitting in the catbird seat.

But, I think this 4th of July weekend should be about remembering how far we have come as a nation since 1776. Yes, we are the greatest nation in the world. Yes, we do have the greatest opportunities and yes, we are the nation that gives more to other countries than anyone else in the world. It can become very easy to criticize ourselves and just focus on some shortcomings. But, too much blood, sweat, tears and lives have been spent to get us to where we are today.

​I am confident that our best days are ahead of us. So, thanks for your business, have fun with family and friends and… God Bless America

​Hello fellow financial pros. I will keep this short because you need to get hold of your current clients and prospects as they are struggling with what to do next.

Let me start with income shortfall. Contrary to what some might think, the client is less concerned with the “size” of their nest egg and more concerned with what that nest egg will provide in retirement income. Plus, they want it guaranteed. We have that with the fixed index annuity with the income rider. Also, how about helping them breathe a sigh of relief when you show them that they can have a first year bonus to their accumulation account OR their income account? Give us a call and let’s put together a plan to help Americans.

Okay, there is another problem. If your client lost a big chunk of dough in this meltdown, get them an easy to apply for life insurance policy. That way, the people that are dependent on them can have the losses covered via the tax free death benefits of a life insurance policy. And, what if the life insurance application and issue process could be done in 10 minutes or so? What if an underwriting decision could be made in about one minute once underwiring info is imputed? And, you can send the policy, once you pick up the payment source.

We are doing a soft launch and taking in a small group to unleash this industry changing product this week. Call us to find out more. Why wouldn’t we have a product like this? After all…  we are a different experience.

Well, here we are again. More news that is distressing to the American public. We are seeing the rise in interest rates, inflation and also the start of layoffs. Compass and Redfin Realty are terminating 10% and 8% of their staff due to a market slowdown. But, as one of our top agents just said to Joe Ohlson, “Joe, these downturns don’t come along too often. This is our Super Bowl… our World Series and our day in the sun.” I agree. These are the times when Americans are looking for safe money places and we have them. So, now is the time to speak with everyone about what we do.  Today’s sales tip to follow… please read on.

Situation… equity markets are down 20%. What if there was an annuity that could provide a bonus to the income account and allow your client to recoup some of their losses on day one? First off, we have it. I can’t write much more about this ,as I would have to get home office approval. But, suffice it to say, that The Ohlson Group has you covered. Simply click for an appointment or call to speak with one of our marketers. Folks, it’s game time… your “day in the sun.”  Help yourself while helping others. 

Ladies and Gentlemen, I am the eternal optimist and I know that things will get better, but this is an economic time not seen for decades.  And I, along with many economists, don’t see things getting better any time soon.  On the equity side, we have entered a bear market.  On the crypto side, people have lost their proverbial butts.  We have a series of interest rate hikes, the prediction of layoffs and inflation not seen since the 1970’s.  So, “What should we do?”  Please read on…

It is time to contact all of our clients, prospects that didn’t act, and others and let them know that we have a way to ease the pain.  An answer can be a simple MYGA with rates far exceeding current CD rates in banks.  Need an income solution?  The FIA with an income rider is a way to guarantee an income stream for the life of the annuitant, and spouse if chosen for the rest of their lives… regardless of future economic turmoil.  What about life insurance? They want it, they need it, and would love an easy way to get it.  I am sure that you are seeing all the new life products with an easy application process… no exams… term or permanent.  We have a full array of those.

What about a “Safety Piece?” Become a member of the “Safe Money Places Agent Network.”  No franchise fee, a refreshed or new website, and constant dripping on your clients and prospects with fresh content.  Need leads… and need them fast? Check out our digital annuity lead program.  See if a territory is available. These current economic times are bringing in a flurry of leads.  Americans are looking for some “safe” alternatives.  I am not suggesting chucking all equity investments because things will eventually clear up.  But this will be a lesson learned by many not to place all their eggs in one basket.
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"Together, we can improve America’s financial situation”

Yes we can… one American at a time. No need for me to go over the financial situation in America other than to say we are in a world of hurt. But, as I always say, America is strong and this will pass. But, many current and pre-retirees are shocked by the break up they had with their “equity romance.”

Too many stayed in the game when they should have hit the exits. Please remember that surveys show that the greatest concern of retirees and pre-retirees is a steady, livable and guaranteed income. And we have that in spades. So, how about we help each other? Read on…

Let me make it quick. Our digital annuity lead program is spitting out more leads than we can handle. We don’t have enough agents to work these leads.

So, if you need more high quality annuity leads, call Nick Ohlson or Joe Ohlson for a phone appointment to give you the full scoop and see if your territory is available: 877-844-0900.

​It’s things like this that continue to make The Ohlson Group… a different experience. Let’s help each other and help America.