As you probably know, the focus was on becoming a Certified Retirement Counselor (CRC). This designation has been highlighted in the press as one of the top 3 retirement planning and distribution designations for consumers to seek out. This designation, offered through InFRE (International Foundation for Retirement education) has Texas Tech as their academic advisor. I am proud to have achieved mine in 2003. The Ohlson Group provides a discount and additional re-imbursement after successful completion. But, Kevin Seibert CFP, CRC, CEBS provided wonderful fact finding, income needs analysis and presentation options to the crowd. Our goal is to assist our agents in their sales processes regardless of what happens with the DOL. And, most importantly, provide the prospect with a suitable and compliant needs assessment.
The crowd was especially excited to get a review on the TriVysta FIA and to see why it continues to be a market leader. For our life agents, they learned of Accelwriting through Sagicor Life. WOW… no exams, no phone calls, no table 4 rates and approval given in minutes. We would also be remiss if we didn't mention the Funeral Trust//Final Expense presentation given by Global Atlantic.
But, the stars of the show were our "Young Guns" from The Ohlson Group. Led by Jason Garriott, Director of Digital Sales, Nick Ohlson CLU,ChFC, Managing Director of our Chicago office and Joe Ohlson LUTCD, our Carmel, Indiana Managing Director. This 1 ½ hour presentation was focused on how utilizing digital marketing, and using our print and video consumer content would assist the agent in becoming the "go to person" in the retirement income arena. Plus, the "print" presentation by Bill Corbin, CEO of EnFRONT, and wrapping up was yours truly giving my thoughts on marketing for the next 10 years, sales ideas and my take on what will happen with the DOL Fiduciary Rule. And, of course, letting our advisors know that we have the bases covered regardless the outcome. Jim "Mac” McHale brought his in-depth "street" and Corporate experience to all as he was peppered with questions on all the products we offer. Our staff, as usual, did an outstanding job for this tremendous event.
So, we will have a mini meeting Weds 9/28 in our Carmel Office for those unable to attend - this is a small 3 hour event and seating is limited so call to reserve a seat. We are hosting a similar event in our Chicago office on Monday, October 3rd and then off to Charleston the end of October. So, we will keep working for you. Keep voting for us (with your premium) as we are the family owned boutique with a succession plan to Nick and Joe. "We ain't going anywhere". So, if you want that family feel... come on in. Always room for family and friends.
Until next time... good selling!