When you go to a nice hotel, there is a concierge at a desk to make your visit more enjoyable and stress free. How about having one of these in the annuity business? Based on a lot of sales experience, I know how hard it is to first, get a prospect and make a sale. Now… we have to wait 30, 45, 60 days or more to get it issued? What’s going on? Well, we have had it and I think you have too. So let’s remedy this together. At Ohlson Group, we want to remind you, that we don’t get paid until you get paid. We also understand that “buyers remorse” can set in due to these delays. So, what are we doing at Ohlson Group to make your annuity journey more enjoyable? Please read on. Okay, we know which carriers are slow and we know who is issuing quickly. We are not going to list names, as we love these “slow carriers,” but we need to get paid too. So, have a conversation with one of our marketers and see who is "Getting 5 Stars” in the review. We direct you to those carriers but that isn’t all. We will stay on top of the cases, check in with the companies and do everything we can to get these cases issued. Call us today and let’s talk. What do you have to lose? Right now you may be losing sleep and a lot of commission. Here is the situation: Your client or prospect decides that he/she would like to purchase a MYGA… Wise decision and good job to you. This consumer wants the best rate. So far, sounds simple…right? Well, let me help you avoid the danger zone. Please read on. The money going into this MYGA is qualified. Your client wants the higher rate… and to achieve that, there is no liquidity. RMD time comes along... Money is released and your client pays, “the surrender charge.” Sure, you explained it to your clients, but now they have forgotten. To complicate matters, as you know, the RMD is taxable... on top of the surrender charge. Here is the solution: Make sure your client signs off and understands. Or, as I would do because I hate anger, get them into a MYGA that allows the RMD to be taken without a surrender charge. Want to take a look at the best-selling MYGAs with no surrender charges on RMD’s? I thought you would. Click for an appointment with one of our marketers, avoid anger and… be happy. I have to admit, I really enjoy watching Shark Tank on TV. Mark Cuban, an investor on the show and an Indiana University grad, always asks the presenters what their customer acquisition cost is. You know, we all have that dilemma. We want leads, appointments etc. Many of you have done consumer steak dinners, use direct mail, and might be using the Ohlson Group Digital Marketing annuity lead program. We, The Ohlson Group, look at these costs the same way as we try to attract the best agents (like you) to write business with us. So, what is the reason for this writing? Please read on. We, in the financial services business, now have a tremendous way to lower our client acquisition cost. It is called ”The MYGA”, the multi-year guaranteed annuity. I have heard some of you say that the compensation on the MYGA is too low but, I will challenge that thinking. It is the easiest door opener, the easiest discussion starter, and the easiest product to sell that we have seen in decades! Volatility, market tanking, recession on the horizon, debt ceiling, and geopolitical events make the consumer nervous. The MYGA, with rates outpacing CD’s, is truly “The Safe Money Places” haven for the consumer. Call your prospects and clients, tell them about this beautiful product with great rates and a perfect parking place for their safe money! Want to know more and find out where the best rates are? Of course you do. Click for an appointment with one of our Marketing Directors. |
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