Ohlson Group

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Downsize Your Retirement Income

10/31/2022

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​Now who wants to hear that? After all the years of putting away money and then the market tanks... what to do? Your client is nervous about the future, doesn’t want to risk the cash again, and they want an alternative.

You have it with an FIA and a strong income rider that you can’t out live.

We have it with a roll-up rate on the income account in excess of 7%. No need to settle for 3% or 4% suggested withdrawals, you can give your prospects 5%, 5.5% or 6%, depending on age, and they can’t outlive their money… Guaranteed! Guaranteed lifetime income, doesn’t that sound great?

Give one of our marketing team members a call at 1-877-844-0900 or click below for an appointment to uncover this little gem.

Oh yeah… almost forgot… 7% commission plus Ohlson Quarterly bonus cash.

What a business… get your share!
Schedule A Call

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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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Waves of Change

10/25/2022

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You bet there are waves of change on the financial markets and in our industry.  The title of this commentary happens to be the title of my second book written several years ago.  In this book, if I say so myself, I bring a unique brand of insight and logic to the art of marketing to the insurance industry. 

For the new agent or the seasoned professional looking for advice on how to tell the world about their business, this book is a “must read!”  This book is filled with short powerful essays. “Waves of Change” gives you the kind of help you need in easy to read, easy to implement, proven techniques drawn over many years of experience as an MDRT member, general agent, president of a couple life insurance companies and founder of The Ohlson Group.

Okay, you can buy the book on Amazon and other places.  But, I have a deal for the both of us.  Schedule an appointment with one of our marketing consultants and find out all The Ohlson Group has to offer and the book is yours at no charge… just your time.  

​So, not only are “the times they are changing,” but we are experiencing tremendous “Waves of Change.”  Don’t get caught in the undertow.  Book an appointment now, and you will be glad you did.
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Claim Your Free Book Now

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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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Have too many selling appointments?

10/25/2022

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If you said yes, Congratulations.  I tip my hat, you have a system and you are a pro.  But, if by chance, you said no... I have a solution.  Now, follow what I am saying because it is a fact.  We are getting an “oversupply” of digital annuity leads.  Why?  All we have to do is read the paper, watch TV, watch the markets, go to the grocery store and speak to a baby boomer that has lost 25% in their retirement basket like the rest of us.  They need growth and a guaranteed income stream that they can’t outlive.  PLUS, they want a CD alternative like a MYGA.

The Ohlson Group has been in the wholesale digital annuity lead marketplace for years.  Yes, we offer them at wholesale prices and no, you can’t buy them unless you are doing business with The Ohlson Group and the Safe Money Places Agent Network.  We have leads all over the country.  So, if you are selling remotely/virtually, we have the deal for you.

We had a digital marketing meeting this morning and we do not want to shut off some territories.  So, looking for quality annuity leads at wholesale prices?  Call The Ohlson Group or schedule an appointment to find out how the program works.  Trust me… I have been in your shoes and was never in a position where I had too many appointments.  I guess knowing that enabled me to be a life member of The Million Dollar Round Table. 
Schedule a call to learn more

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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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The Financial Skies Are Falling, But We Were Issued Hard Hats

10/4/2022

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A friend of mine, and one of America’s most successful IMO’s, said this to me during the economic crisis in 2009, "All of us that are offering guaranteed, insured 'safe money' products, are in the cat bird seats. Our once 'boring' fixed products are the ones most desired by near and current retirees."

There is no need to try to make our products something different. Why would we? We have a guarantee of principal, retention of all previous gains, and a lifetime income payout that far outpaces any 2%, 3% or 4% income withdrawal formula. We can even offer a little “loss recovery” with a fixed index annuity with a first year bonus.

What about our CD buyers? For Heaven’s sake, we kick the snot out of CD’s with the MYGAs out there today. I haven’t even talked about the miracle of paper and ink… the life insurance policy that pays a tax free benefit. What about a life policy with a chronic illness rider? So, what should we do tomorrow? Read on please…

Here is the deal. To quote someone else… "If It is meant to be… it is up to me.” I, like many, have lost about 25% of my equity holdings. They will come back. But, my FIAs have an income account that keeps growing and I will pull out 5-6% when I need retirement income.

And can I let you in on a secret? Our digital annuity leads are flying in as Americans are looking for our products. Need leads? Who doesn’t? Talk to one of our marketing staff and claim your territory. Yes, leads are still at wholesale prices.

Ladies and gentlemen, I don’t speak to all of you on the phone like I used to. But trust us, we have the tools, the products, the leads and world class service to take you to the promised land. Call today or… turn in your hard hat.

​We have what America needs and wants. 
Schedule A Call

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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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