You Don’t Need More Products—You Need More Conversations!

Agents,

You don’t need more products—you need more conversations.

That’s what’s working right now. The agents who are winning are the ones who consistently have conversations with qualified prospects and follow a simple, repeatable process.

That’s exactly why we built our lead program.

Our program is powered by the SafeMoneyPlaces.com brand, which we’ve owned and operated for over a decade, and it’s now coming up on its eighth anniversary. I can vividly remember when my brother Nick and I looked at the lead vendor landscape and pricing and said, “There’s got to be a better way to help our agents get quality leads without paying an arm and a leg.”

So we went to work and hired an outside digital marketing firm to complement the digital marketing team we already had in-house (and still have today). After about six months of building and refining, by early 2018 we sold our first batch of annuity leads and have been running strong ever since. Fast forward to today, and we’ve provided thousands of leads to agents all across the country.

And just as important—we’ve been able to keep pricing well below what most lead vendors charge.

We’re not knocking lead vendors—they serve a purpose in this industry, and we understand they have to mark things up to run their business. But when you purchase leads through the Ohlson Group, you’re getting them at cost. That’s why we require carrier contracts before agents can participate.

Quite frankly, if a campaign doesn’t result in business, there are times where we actually lose money on the leads. I share that to emphasize this: these leads are designed to be as affordable and agent-friendly as possible—not a profit center for us.

And it’s working.

We’ve got a strong group of agents in the program right now—both seasoned producers and newer agents—writing consistent business. The common denominator is simple: they follow the process and they work the program.

We’ve built out support to help you do exactly that, including:

• Six weeks of sequential scripts
• First and second call guidance
• Voicemail and email follow-up scripts

Everything is designed to help you stay consistent and maximize every opportunity.

As my father, Ray Ohlson—founder of the Ohlson Group—has always said: "App-tivity leads to activity."

You’ve probably heard me say that before, but it’s true. The more you stay in motion, the more opportunities you create.

On top of that, we offer a quarterly agent bonus based on annuity and life production. The more you write, the more you earn—and many agents are using that bonus to help offset the cost of their lead campaigns. If you’re looking to ramp up your production this year and want a system that’s proven, scalable, and supported, we’d love to help.
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Give us a call. Our marketing team is ready to talk and help put together a plan tailored to your success.

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Until Next Time – Good Selling! 

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