Hi, I am Joe Ohlson – Managing Director of The Ohlson Group’s Indianapolis office. Election season is winding down – and our platform is stronger than ever! Many of you may know me and we have spoken and done business together.
But for those of you who don’t know me, please allow me to tell you a little bit about myself. Like my brother Nick, I grew up in the life insurance business. I can even remember going to my dad’s old office when he was president of a major US life insurance company with my sister and begging my dad to allow us to hold meetings. Keep in mind – we were only 7 or 8 years old –but dad and the staff humored us and let us hold a mock meeting. Who could have known then that I would one day be hosting real meetings with my dad and the team?!
Later, I attended and graduated Ball State University. During my time at Ball State, I interned at The Ohlson Group. Immediately after graduating I joined The Ohlson Group as a full-time employee. This was back in 2006. I can’t believe it has now been over 10 years since I have been working with my dad and brother and the rest of the team. I have been fortunate to have been mentored by my dad and older brother. Because of this, I was able to learn the business the right way.
Around 4 years ago, I attained the LUTCF designation and am now working towards obtaining my Certified Retirement Counselor designation. I realize in this business that education is key – and a lifelong process.
Finally, I would like to talk about our 2016 Safe Money Places Marketing convention that just wrapped up on Tuesday evening. We had over 50 agents from literally around the country fly in to Indianapolis for a full-fledged marketing bonanza. One of the key topics we covered was digital marketing.
We stressed that digital marketing is no longer an option – but a solid reality in today’s world. We showed agents statistics like this one: four-out-of-five boomers Google their advisor, their products and their services before meeting them. Also, we relayed the data that shows that over 90% of Boomers use the internet. AND – most importantly – that three-out-of-four Boomer aged consumers make a buying decision after doing online research.
These are all reasons that we strive to be the leader in digital marketing.
Thank you for your time – and please “VOTE OHLSON GROUP!”
But for those of you who don’t know me, please allow me to tell you a little bit about myself. Like my brother Nick, I grew up in the life insurance business. I can even remember going to my dad’s old office when he was president of a major US life insurance company with my sister and begging my dad to allow us to hold meetings. Keep in mind – we were only 7 or 8 years old –but dad and the staff humored us and let us hold a mock meeting. Who could have known then that I would one day be hosting real meetings with my dad and the team?!
Later, I attended and graduated Ball State University. During my time at Ball State, I interned at The Ohlson Group. Immediately after graduating I joined The Ohlson Group as a full-time employee. This was back in 2006. I can’t believe it has now been over 10 years since I have been working with my dad and brother and the rest of the team. I have been fortunate to have been mentored by my dad and older brother. Because of this, I was able to learn the business the right way.
Around 4 years ago, I attained the LUTCF designation and am now working towards obtaining my Certified Retirement Counselor designation. I realize in this business that education is key – and a lifelong process.
Finally, I would like to talk about our 2016 Safe Money Places Marketing convention that just wrapped up on Tuesday evening. We had over 50 agents from literally around the country fly in to Indianapolis for a full-fledged marketing bonanza. One of the key topics we covered was digital marketing.
We stressed that digital marketing is no longer an option – but a solid reality in today’s world. We showed agents statistics like this one: four-out-of-five boomers Google their advisor, their products and their services before meeting them. Also, we relayed the data that shows that over 90% of Boomers use the internet. AND – most importantly – that three-out-of-four Boomer aged consumers make a buying decision after doing online research.
These are all reasons that we strive to be the leader in digital marketing.
- We build our agents mobile-friendly, content-laden websites.
- We set them up on a monthly e-mail drip-marketing system that delivers real, useful content to the consumer.
- We provide you with an e-magazine to send out chalked full of information for Boomers.
- And of course, we have the best product consultation team and back office in America.
Thank you for your time – and please “VOTE OHLSON GROUP!”
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