You need more sales. To get more sales, you need pre-qualified prospects, under favorable circumstances and on a regular basis. Take a ride on the "5% solution” with me if you would.
 
Situation: The advisor has a $5 million block of annuities. Some of your clients have this annuity earmarked to be passed on to kids, grand kids, charities, religious organizations, etc.

Your clients know that the question is no longer "if they will die," but "when they will die." Mortality has crept up on them. They wished that they had more life insurance. They think that it’s hard to obtain.

They don't want exams or blood draws and they don't want to go into their savings to pay the premium. And they know that the smaller Social Security check will go away (if they have a spouse) when one spouse passes on.
 
How will they live without that money? Here is the answer: 
Our research suggests that 20% of your $5 million book will participate. 20% of $5 million is $1 million.

So, we take 5% of the $1 million annuity block that takes advantage of the 5% solution. That is $50,000 of life premium... simplified issue and no exam. We are now purchasing whole life to help offset the "lost social security check." The advisor will make ~ 90% in commissions or $45,000... plus renewals for life.
 
If I have your attention, give us a call at 1-877-844-0900. You will be helping your clients and also helping yourself. This is a great topic for your clients’ periodic review.

Confusion doesn't do justice to the state of the financial services industry. This all started out with a solution in search of a problem. Our industry is resilient and will fire back on all cylinders. We will be better than ever, but, there will be some casualties along the way.

Many IMOs, like The Ohlson Group, already have a solution. As a matter of fact, we have been part of the advisory group at AssessBEST, where we have the solution for advisors, developed by advisors. This program handles all the fiduciary, compliance, and suitability needs, but also functions as one of the best sales makers that have been seen in decades. 

Sometimes adversity brings about great discoveries. We have that with AssessBEST, with the financial institution ready to sign at some of the lowest fees in the business. So, if you are not familiar with AssessBEST, give us a call at 1-877-844-0900 and let us demonstrate how this can make the next 5 years the best in your business life.

But there is more. Let's look…

• How do you get in front of people? 
• How can you stop being invisible in your community? 
• How can you be the "go to person" in the retirement planning circle?  ​

​The answer: you need promotional help.

You need someone to build you the finest website in the business, stocked with current content that assists your prospects and clients in the decision making process. You need someone to pay for it and pay for the maintenance. And, you need it to be done by someone else, who is good at what they do, so you can focus on what you do best... SELL.  

IMOs that are going to continue to prosper need to provide all of these services, and more. That is what we are doing at The Ohlson Group. We have one of the best Digital Marketing Managers in the business.

​Let us help you lighten the load. We have the team, the tools, and the desire to take you to the next level. When you prosper, we do too. You need help and a partnership approach. So, what's next?
 
Give us a call. We will do the work, build the site, assist with a digital marketing platform, lower the acquisition cost of leads. All you have to do is give us a meaningful amount of business. What does that mean? We want to be your "go to” IMO in good times and in bad. So, let us help you sort out the facts and needs and get rid of confusion. Once you see our path to victory, concern will be replaced with celebration.

Give us a call at 1-877-844-0900 to learn more about our offerings. 

Have you read some of Jim Collins great books? I am now referring specifically to his book "Good to Great."  In this book, and I paraphrase, he states, "Over the long haul, there is a problem with just being good." He continues, "Businesses, over time, break one way or another. Eventually, the few become great and the rest will ultimately go away."  I believe this is more true today than ever before. 

I also contend that "being good" is just what people expect.  Plus, how do you show that you are good?  Social media, digital marketing, access to information may have been what you thought were "good offerings" in the past. Now, these are just what the consumer expects as a starting point. So, what to do?
 
Well, one thing that hasn't changed, and won't in the future, is that few become great. This will make some people accept the fact and not even get out of the starting blocks. But, there is one more thing that I think we should all consider. When Mr. Collins states, “The few become great and the rest ultimately go away," I contend that agents will now go away much faster as the competition and the landscape has changed. Faced with the comments above, doesn't it just make more sense to desire being great, as opposed to just being good? 

I would also contend that being good is harder, as you are always looking over your shoulder. When you strive to be great, you are looking forward with more excitement, due to the dreams and goals of greatness you have subscribed to. How do you attempt to be great? Read on…
 
It’s simple, you need a new member to your Mastermind Group. I have written about this over the years. The Mastermind Group is from Napoleon Hill's Book, "The Master Key to Riches." One of the key parts of this book is that you have to have a Mastermind Group, which is made up of people that are sympathetic and empathetic to your goals, dreams and desires. He goes on to suggest that if you have 5 members, you are already a very wealthy individual.

Where do you find a new member of the group to assist you? The answer is The Ohlson Group. You see, we do have a stake in your success. The more successful you become, the more successful we will be.

Time is wasting away. Now is the time to be great. Jim Collins and Napoleon Hill have spelled it out, and we are standing by to march forward with you in a mutual quest for greatness.