 Have you talked with your clients recently about planning for long-term care needs? You’ve probably heard that the subject of long-term care is on the minds of many aging adults, particularly if they’ve had a family member who has needed care recently. The cost of care is staggering, especially for those who have been diagnosed with a chronic illness such as Alzheimer’s or Parkinson’s Disease. Just like insuring your car and home in the event of loss or damage, protecting a legacy against a catastrophic event is just as important. Here’s a funding source that you may not be aware of – a fixed annuity! We partner with a carrier who has years of experience in the long-term care marketplace, and allows a client to use an existing fixed annuity contract that isn’t earmarked for another purpose, and reposition (1035 exchange) it into a long-term care contract.
Call one of our marketers to talk about this option or other solutions we offer. It’s definitely a topic that you’ll want to include in your conversation with clients.
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 It is time for the consumer to buy annuities and life insurance direct from a licensed financial professional. Let’s face it, if a consumer is going to examine the benefits of an annuity, why wouldn’t they want to speak with a professional? What happened to providing the utmost service? There is no one better to speak directly with the consumer than the financial professional. This should be on an annual basis, and potentially even more when they may be faced with decisions and opportunities in the next year. Anyway, is the consumer getting a better deal buying direct? When a consumer is looking for a financial product, can a call center guide the consumer in the decision making process better than we can? I think the licensed financial professional is by far the best resource. But, what does the consumer think? Please read on… Consumers are researching “Safe Money Products” online. That is why we are aggressive in building our digital lead program. We want to provide you with annuity leads that are the result of a consumer looking for products, answers, and choices. We are so excited about the success we are having in this venue. Sure, online purchases are strong with so many products, but online term sales are strong, because most Americans haven’t spoken to a life agent in years. I just bought some shoes and shirts online. I knew what I wanted, had ordered from this store before, and I knew that they would fit. Financial products are incredibly important, so they all should not be considered “one size fits all.” Strut your stuff, investigate our lead program, and ask us how we can turn old leads into potential sales.
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
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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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