 Markets go up and markets go down. I have always been in the market, but always had a lot of time to make up for losses. Like many of our clients, I don’t have an extra 20 years prior to needing to take income out of our portfolios. The current market rates might be a good thing to discuss with your clients and prospects for their long term, and short term, financial goals. Let’s look at the pre and current retiree concerns. It is all about income. Sure, some of the really “big boys” don’t have a worry at all. But most want an income that they can’t outlive and one that will keep them in the world that they have become accustomed to. Also there is inflation and taxes to consider. Will they go up? I would let you be the judge. What about the need for some long term care type of situation? Maybe some house care, or maybe assisted living? Depending where you live, we are looking at $5,000-$10,000 per month. I can verify these numbers as I handle my mom’s finances. What about wanting more interest on their CD emergency money? That's not with the banks… that’s for sure. So how about a MYGA? Ladies and gentlemen, we have the products the world wants. Do you need help in attracting these types of prospects? Look no further than Ohlson Group and Safe Money Places Agent Network. We have the digital lead program and people are responding every day. Give us a call and find out why agents from coast to coast continue to refer to us as… a different experience.
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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.
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