A Message to Our Dedicated Agents…

The stock market is rocky, to say the least. Since the beginning of the year, we’ve seen some serious volatility in the markets. One week it's up, the next week it drops, and the uncertainty continues to rattle clients who are nearing or in retirement. The S&P 500 has had its moments of growth, but it's also been on a rollercoaster ride with dips and swings that make even the most seasoned investors nervous. 

And that’s where YOU come in. 

You have access to something most advisors don’t: Safe Money Products offered through The Ohlson Group that can shield your clients from the storm. While the market shakes and rattles, FIA’s offer shelter--principal protection, market-linked growth potential, and guaranteed income for life. That’s something your clients not only want right now... they need it. 

You should feel confident in what you offer. Because when you sit down with a client, you’re not just pitching a product—you’re delivering peace of mind. You’re giving retirees a way to secure the nest egg they’ve worked a lifetime to build. And with features like chronic illness benefits that double their guaranteed income if the unexpected happens, you’re providing real value in times of real need. 

Let’s talk about timing. The current rate environment? Incredible. These are the golden days of the annuity world. A few years from now, we’re going to look back and say, “Wow… those were the good old days.” So what do we do when the sun’s shining? That’s right—make hay. 

At The Ohlson Group, we’ve got more than just top-tier products. We’ve got your marketing engine: the Safe Money Places Agent Network. When you submit a piece of business through us, you get access to: 

• A FREE custom website 
• Lead generation tools 
• Professional branding 
• And the prestigious Safe Money Places badge on your emails 

That badge sets you apart. It shows clients you’re not just another independent agent—you’re a Safe Money Places expert. You’re part of a movement. And all it takes to join? Just submit a piece of annuity business. That’s it. 

The outlook for fixed indexed annuities for the rest of this year? Strong. Promising. And full of opportunity. Clients are looking for answers, and you’ve got the right tools in your toolkit. 

So stay encouraged. Keep going. Remember: every “no” is just one step closer to a “yes.” Persevere. Push forward. The people you help today will thank you tomorrow. 

Submit a case. Join the network. And let’s make this your best year yet!

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​Until Next Time – Good Selling! 

​Joseph R. Ohlson LUTCF
President
1-877-844-0900
[email protected]