Have you seen all the talent shows that are on television today? I must admit, they draw me in, and some are pretty darn good. While The Ohlson Group is not on one of those shows… we should be. Let me explain why.

While you produce “financial magic” with your clients and prospects, we do it for you. Let me explain. Here is a magic trick:

• The agent/advisor gives us $1,500
• We advertise and generate digital annuity leads using this payment
• The consumer gives us their information like age, state, email address, etc.
• And these leads are forever tied to the advisor and their business

Here is where the real magic comes into play for you.

• We provide you with 10 leads with the information I just stated before
• The average agent (and I know that you are better than average) gets three (3) appointments either face to face or virtually
• The average agent (and I know that you are better than average) makes one (1) sale

The average sale is larger, but let’s just say the consumer purchases a $100,000 FIA from you. At 6%, you make $6,000… WOW! Now let’s talk percentages. That is a 400% return on your lead investment!

Gang, if you are doing $250,000 per quarter in FIA sales, we provide you with a bonus. This bonus can cover most, if not all, the costs of your leads. At this production rate, we'll also reduce the lead cost to $125 per lead, as opposed to $150 per lead.

So, if you are into financial magic, need more leads, or sell at the most competitive rate in the business, request a talk with one of our financial magicians and see if there is availability in your market place. While we await a conversation with you, I am going to disappear. The Ohlson Group…a different (and magical) experience.

​Here is the situation:

Your client or prospect decides that he/she would like to purchase a MYGA… Wise decision and good job to you. This consumer wants the best rate. So far, sounds simple…right? Well, let me help you avoid the danger zone. Please read on.

The money going into this MYGA is qualified. Your client wants the higher rate… and to achieve that, there is no liquidity. RMD time comes along... Money is released and your client pays, “the surrender charge.” Sure, you explained it to your clients, but now they have forgotten. To complicate matters, as you know, the RMD is taxable... on top of the surrender charge.

Here is the solution:

​Make sure your client signs off and understands. Or, as I would do because I hate anger, get them into a MYGA that allows the RMD to be taken without a surrender charge. Want to take a look at the best-selling MYGAs with no surrender charges on RMD’s? I thought you would.

Click for an appointment with one of our marketers, avoid anger and… be happy.

When you go to a nice hotel, there is a concierge at a desk to make your visit more enjoyable and stress free. How about having one of these in the annuity business? Based on a lot of sales experience, I know how hard it is to first, get a prospect and make a sale. Now… we have to wait 30, 45, 60 days or more to get it issued? What’s going on? Well, we have had it and I think you have too. So let’s remedy this together.

At The Ohlson Group, we want to remind you, that we don’t get paid until you get paid. We also understand that “buyers remorse” can set in due to these delays. So, what are we doing at The Ohlson Group to make your annuity journey more enjoyable? Please read on.
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Okay, we know which carriers are slow and we know who is issuing quickly. We are not going to list names, as we love these “slow carriers,” but we need to get paid too. So, have a conversation with one of our marketers and see who is "Getting 5 Stars” in the review.

We direct you to those carriers but that isn’t all. We will stay on top of the cases, check in with the companies and do everything we can to get these cases issued. Call us today and let’s talk. What do you have to lose? Right now you may be losing sleep and a lot of commission.

​I have to admit, I really enjoy watching Shark Tank on TV.  Mark Cuban (Indiana University grad) always asks the presenters what is their “customer acquisition cost.” You know, we all have that dilemma. We want leads, appointments etc.

Many of you have done consumer steak dinners, use direct mail, and might be using the Ohlson Group Digital Marketing annuity lead program. We, The Ohlson Group, look at these costs the same way as we try to attract the best agents (like you) to write business with us.  So, what is the reason for this writing?  Please read on.

We, in the financial services business, now have a tremendous way to lower our client acquisition cost. It is called ”The MYGA”, the multi-year guaranteed annuity. I have heard some of you say that the compensation on the MYGA is too low but, I will challenge that thinking. It is the easiest door opener, the easiest discussion starter, and the easiest product to sell that we have seen in decades!

Volatility, market tanking, recession on the horizon, debt ceiling, and geopolitical events make the consumer nervous. The MYGA, with rates outpacing CD’s, is truly “The Safe Money Places” haven for the consumer.

Call your prospects and clients, tell them about this beautiful product with great rates and a perfect parking place for their safe money! Want to know more and find out where the best rates are?  Of course you do. Click for an appointment with one of our Marketing Directors.

Ever been in the Property and Casualty insurance business?  Guys and girls that I know in that business, keep a record of coverage expiration dates with their clients and prospects. They place it in their CRM and then call prior to that date and ask for an opportunity to “quote” their coverage. 

Hey, CD’s have expiration dates too. Did you know that April and October are two of the biggest months for CD purchases? The reason is, they are rolling those dollars over.

So, how about calling these prospects and clients. Ask “do you have any Certificates of Deposit? If so, when do they mature? Would you mind if I gave you a quote on a MYGA… our CD alternative, and see if I can get you a better interest rate.”

If nothing else, this is a good conversation topic. Give it a try as April is around the corner. 

Please allow me to get right to the point.  If you sell annuities, we have the most cost effective digital annuity lead program in the business.  Our plan gets you in front of pre-qualified prospects, under favorable circumstances and on a regular basis. (Will you please re-read what I just wrote?)  

And, through our quarterly agent bonus plans you can have all of your leads paid for without having to reach deep in your pocket.  Plus, through the “Safe Money Places Agent Network,” we will provide you with a robust site with quality current content.  Plus, we will email drip on your clients and prospects.  And, so much more.

Here is the dilemma.  We can only get so many leads out of each territory.  Yes, there are still areas that are wide open.  So, give us a call or schedule an appointment with one of our marketing directors and you will see why agents from coast to coast continue to refer to us as... a different experience. ​

This was a great quote by Napoleon Hill.  We many times listen and read about the greatest in this and the greatest in that.  We see the same thing in our business.  It can many times lead us to go elephant hunting when we should have been sticking to the basics and just write up more applications.  

I believe that service being done in a great way yields tremendous gratitude from our clients and helps us in the referral business.  Responding quickly to our clients is doing small things in a great way.  So, what is my point? Please read on.

There is another quote, and I can’t remember the author, but allow me to paraphrase "Take care of the small things and the big things will take care of themselves”.

​ Now is a great time to pick up the phone, call our clients, see if there is anything we can do for them, and wish them a happy holiday season.  Hey, many of us are looking for something to do or say during this season. Spread the Holiday cheer with a phone call and do it in a great way!

Are you anxiously awaiting 2023 because you’re ready to switch IMOs? Is your current IMO not giving you and your clients the attention you all deserve?  If this is the case, you may be frustrated because you have to wait until January to make the switch so you don’t lose your bonus. We totally understand this conundrum because profitability is key to your success. However, we have 3 solid reasons that may entice you to start transitioning now versus waiting until January. 

Reason 1: Hit Our Quarterly Bonus Before New Years

That’s right! If you decide to ramp up marketing at the end of the year and write one nice case, or maybe a few, you would be able to take advantage of our lucrative Quarterly Producer Bonus. Our threshold is easy to hit… $250k of annuity premium and/or $25k of target life premium. This may be that stocking stuffer you need to buy gifts for the family! To find out how to qualify, chat with our marketers today.

Reason 2: Enroll In Our Unique Marketing and Branding Program… Safe Money Places. 

Safe Money Places is a consumer facing brand that educates both pre-retirees and retirees the importance of creating a sound financial strategy to ensure they can enjoy the retirement they’ve worked hard and long for. We build personalized agent websites centered around this brand that builds trust with prospects and clients through educational content. We have everything from videos to consumer guides to email drip marketing that cover a wide variety of retirement topics ranging from Social Security to wealth transfer to retirement income solutions. 

Best of all, this marketing and branding system is yours for FREE! That’s right, there’s no set up fees or monthly hosting fees to utilize these tools. All you have to do is write a little business with us, and we invest back into you by providing you with the resources to ramp up your digital presence and close more sales. Again, our threshold is pretty low to qualify for this program. Chat with our marketers for more info.

Reason 3: Get More Annuity Leads For Less With Our In-House Annuity Lead System

We developed a low-cost, high return annuity lead system. Since we’re not a lead vendor, our leads are at least half, if not one third, the cost of most annuity lead providers out there. We have been running this lead program successfully for years and have seen many of our producers hit sales milestones they didn’t think were possible… with an ROI that makes sense!!

One of the biggest benefits of our annuity leads versus broadcast leads (which include radio, direct mail, TV, and social media leads) is the fact our leads are actively searching for annuity information. This means, they are already directly engaged in the annuity sales process themselves because they are going to Google and BING to research and get more info about annuities. Broadcast leads are more passive prospects by nature, as they heard or saw an ad, and it sparked curiosity for them to reach out. These leads tend to be more in the early stages, thus aren’t as far along in the sales cycle. 

If you would like to see if there are territories available near you, please book an appointment with one of our marketers. They will tell you the ins and outs of how our lead program works.  

Plan ahead to make 2023 your most successful year with The Ohlson Group and Safe Money Places. If you want to learn more about our incentives, digital leads, products, or our branding program, schedule an appointment to talk to our marketers. ​