The big winners are the firms that are offering quality content to their clients and prospects. That, in many cases, will be a call to action for your clients. Let’s not make the mistake in believing that your client is not going to purchase additional products. They gave you part of their nest egg, and are waiting to see how you perform before talking to you about their other problems that need to be solved.
So, what do you send them? We, at the Ohlson Group, are writing content every week. If you are a member of The Safe Money Places Agent Network, we will send the content and drip on your clients monthly for you. There are so many things to talk about. Example, what are your clients doing with their RMD’s? Maybe they should consider using part of that check to fund a simplified issue life policy? That death benefit could be earmarked for final expense, or maybe to take the sting out of losing one Social Security check when one spouse passes away. Maybe they should be considering a “hybrid product”? You know, an annuity or life product that has accelerated benefits when a chronic illness strikes. These products are really gaining traction as retirees know how expensive medical costs get when they can’t do 2 activities of daily living.
I could go on and on. Any IMO can give you products and commission. At The Ohlson Group, we can provide you with a digital platform that will keep you in constant contact with your clients and prospects. Want to know more? Schedule a phone appointment with one of our marketing consultants and find out why agents from coast to coast continue to refer to us as… a different experience.
Until next time… good selling!
Raymond J. Ohlson, CLU, CRC, LACP
President and CEO of The Ohlson Group