 We are in a tremendous profession. We can really choose to work as much or as little as we want as we approach retirement. We spend a great percentage of our time helping our clients meet their retirement goals. But what about yours? It all starts today. You need to have a sound marketing plan that will assist you today as well as tomorrow. We need to develop a flow of prospects 2, 5, and 10 years from now. The question is, how do we do that? Well, there is no “secret sauce,” as some would have you believe. We need to analyze our available time, money, and manpower to get the job done. Today, you have to have a prescription for success that has an equal portion of human touch, as well as a strong compelling digital presence. Let’s look at some ideas: First, seminars work but they are different. Today's Boomers check you out before they attend. Yes, dinners are great, but seminars can be done without a big fancy meal. We can help you fill the rooms at a much lower cost. I am sure you see ads that speak of retirement planning solutions. Have an interest in doing that? Great… we can help. What about the next generations? You know, the people that will get the death proceeds of the products we sell. Do you have an opportunity to work with them? If not, we do and we can help. Why not give us a call or schedule an appointment and let’s jointly develop a plan that makes your retirement dreams a reality!
 Yep, that is what we have at the beginning of each year... goose eggs. We are starting over. Starting from scratch, and time to try and make the new year the best year ever. Hold on, I said "starting from scratch.” Not all financial pros are starting from scratch...
The year has tremendous promise, as well as tremendous challenges. Bottom line, you need a plan with plenty of exit lanes. We have them here at Ohlson Group. So, if you’re a little nervous about your plan (or lack thereof), give us a call at 1-877-844-0900. Operators are standing by to help.
 Let me get right to the chase here. If your clients have five years or more until retirement, it might be tough to convince them to go "100% Safe." Younger clients often have a higher risk tolerance because they have more time to recover from market downturns and may prioritize growth over safety. However, for those clients who are in or near retirement, it's a prudent time to re-evaluate their risk tolerance and income needs. These clients are more vulnerable to market volatility because they have less time to recover from potential losses. Protecting their retirement nest eggs becomes necessary. Make sure to talk to your current clients who have invested in index annuities—they should be quite happy with their decisions. Index annuities provide the benefit of growth potential while also offering downside protection, which is appealing during market instability. And those clients who purchased these annuities specifically because of the income rider? They are likely in seventh heaven. Maybe it's time to let the guard down a bit and escort some riskier vehicles off the property. Consider advising your clients to reduce their exposure to high-risk investments. Speak with your clients and revisit their risk tolerance regularly. By consistently reassessing their needs and risk tolerance, you can help ensure their investment strategy remains aligned with their retirement goals. Protecting their hard-earned savings should always be a top priority.
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
The Ohlson Group, Inc. provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to [email protected]. The Ohlson Group, Inc., (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.
The Ohlson Group Inc, and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
Privacy Policy
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