Ohlson Group

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Ohlson Group
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Staying In Our Own Lane

7/27/2022

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The Ohlson Group knows our strengths – Safe Money Products and Safe Money Tools. We are also an “Equal Opportunity IMO”.  

What does this mean? It means we work with agents who write over $10 million in annuity premiums per year and also work with agents that write $500,000 to $1 million in premiums. It also means that we pay you more money if you write more business! That’s right, we pay a quarterly bonus and so the more business you write, the more extra commission we pay.

These are unique times and clients and prospects are looking for a guiding light to help navigate the foggy financial future – they are looking for a Safe Money Place – hence we outfit all of our agents as Members of The Safe Money Places Agent Network.
 
Here are some of the many reasons agents choose to work with The Ohlson Group and become Safe Money Places Agents:
 
  • Annuity Lead Program – We generate thousands of quality annuity leads per year – And we do it here in our office! Since we are an IMO and not a lead vendor – our leads cost MUCH LESS than you will find at lead vendors
  • Training Program – We have an agent- led training course that can help you master the art of selling leads virtually via video Zoom
  • Branding – We provide producing agents with a website and a drip e-mail program – all branded with the “Proud Member of The Safe Money Places Agent Network” logo
  • Expertise – Our marketing team can help put together sales plans for annuity and life cases – that is what we do!​

As we enter August, 2022 – Don’t wait another day!  Call The Ohlson Group to see why agents refer to us as … a different experience. Our marketers are standing by and ready to go to work for you.
Learn More

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Until next time… good selling!

Joe Ohlson, LUTCF
Managing Partner
The Ohlson Group, Inc. 
1-877-844-0900
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Life After Death

7/19/2022

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I am not writing or speaking in the spiritual sense. No, I am talking about the life of a loved one going on after the death of a loved one. In this case, I am speaking of a spouse.

Results just came in showing that the big increase in life insurance sales was in the age 71 and up market place. Simplified issue life insurance products are a big part of that market. I invite you to call the head of our life division, Levon Justice, and investigate the market for these no exam products. While you are speaking with him, make sure to ask him about our groundbreaking term to 61 that will issue in 10 minutes.
​
Yes, there is “life after death” in the spiritual and the financial world. You might not be able to assist your clients in a wonderful life thereafter, but you can make a difference in the ones they leave behind. 

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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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I talked To My Mom Today

7/12/2022

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I know that my mom would be fine with me sharing our phone conversation today. Many of you know my mom, and even worked with my dad when he worked for me. My dad has been gone for about 9 years but my mom is still here at age 93. It is important for me to speak with my mom every day, but it’s not always possible. You see, she’s in an assisted  living facility in the “memory care” section.

My mom has dementia and she is often confused and lives in a former time in her life. To make matters worse, she is also blind. So she needs people to help her in basically every element of daily living. She is in a great place that comes with a pretty steep price. And that makes all of us feel pretty comfortable because we know that she is safe.

Her story is not that uncommon. Many people are dealing with situations like this. But most do not have the funds to stay in a place like this. Many would be in a Medicaid facility or a nursing home. Please read on as this just might help you… help your clients.

The cost for this place is about $7,500 per month. She has my dad’s social security along with an annuity that pays a very important role in her financial life. But, she is still shy about $4,000 per month and soon the pot will run dry. She did not have long term care insurance, nor a hybrid. This is the point of this writing. There are hybrid annuity and life policies with chronic illness benefit, death benefits, cash values and money back guarantees. But, what they don’t have (in some cases) is a requirement for a medical exam, blood tests, etc. These simplified issue policies are perfect for so many Americans. And, if the chronic illness benefits are not needed, the policy provides a tax free death benefit to the named beneficiaries.

Bottom line, if you are not offering this type of product… give us a call or click to set up an appointment with one of our marketing consultants. You know, this is also a way to create a little bit of loss recovery for the client and the family. We leverage the death benefit to create the legacy funds as well. Let’s talk.
Let's Talk

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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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11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
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