We have all heard that phrase. The phrase revolves around the idea that a team works better than an individual. I agree, and always look forward to having a chance to brainstorm with others when discussing opportunities or challenges. It lead me to thinking about all the things we can do at Ohlson Group to assist our esteemed advisors. Please allow me to address a few…

Regarding opportunities and challenges, Ohlson Group wants to help you identify the areas that are most important to you. Or maybe there are things that keep you up at night. We can address those potential roadblocks and, together, we can smooth the way.

We want to help investigate the different tools to the promised land of great success. There are many tools that we, as an IMO, have access to to help you be more successful. Let's explore options together.

Next, being innovative might require making slight changes to your practice. We can assist you in making it easier to try a different approach, increase digital presence, or have more people apart of your staff.

And finally, the next thing might be for someone, or a team, to provide a little inspiration to help you fulfill your goals. We can do that, or better yet, reach out to a supportive person in your life. Get jazzed up on the idea of changing the lives of your clients!

In summary, every IMO has products, but not everyone has walked a mile in your shoes. I have, and I know what might be in your worry buckets, but I can't read your mind. Give us a call at 1-877-844-0900, or click for an appointment to spend 15 minutes with one of our marketing consultants on how we can increase your ROI and sales. 

The toughest part of this business for most people is prospecting and securing meetings with qualified leads. It's challenging to consistently connect with the right prospects and deliver presentations that effectively convert them into clients.
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Not to worry though, as we have the answer: Our digital annuity leads at basically wholesale prices! We offer exclusive territories, with only one or two agents in these arranged areas. You must call to find out if your territory is open, as they are going quick.

You can also get in front of prospects at client appreciation events. Have a luncheon for your current book and have them bring a friend as an entry cost. This is a great time to have your pitch ready to go, but also connect on a personal level with these clients and prospects. Your marketing yourself here!

How about a big ZOOM meeting? Invite the world, but keep them on mute. Make it short and sweet, and let them know their time is valuable to you. The meeting topics can be endless here, but you must make the most of your limited time. If you need a topic and slides, we have them for you. Just let us know, and we can assist!

Finally, work with an IMO that has all of these things, and more, for you. Give our office a call to speak with one of our marketing consultants, or schedule an appointment below. People are retiring in our business and there is a public that wants our products and services. 

​We are all familiar with these three great words, and what they have meant to our country. It doesn’t matter what party you might align with, we all want our way of life preserved, protected and defended. That is the American way. Well, I would be remiss if I didn’t mention the obvious - there are a lot of geopolitical events happening that could alter or impact Americans portfolios and nest eggs. Again, placing party preferences to the sideline, many feel that inflation is a threat to their retirement income.

I made mention to my wife yesterday about the price of gas. I put 20 gallons in the tank and paid about $1 more per gallon than last year. That is an additional cost of $20. Well, I am thankful that that will not up-end my financial life, but it is one of the things that can alter a retirees way of life. 

There is a lot of uncertainty in the world and that rattles everything that is financial. Taxes, inflation, geopolitical events, unrest in the rest of the world and COVID might all play a part in a rocky financial market. So, now is the time for us to Preserve, Protect and Defend our clients nest eggs.

​With annuities, as you know, you will not lose a penny of principal or previous gains, when speaking of fixed annuities. We can also guarantee a stream of income that our clients can’t outlive, regardless of how long they live or what the markets might do. We can offer dream completion through the tax free death benefits of a life insurance policy. And, in the event of a chronic illness or long term care needs, we have the products that will accelerate the death benefit to use for those health related expenses.

In summary, we will preserve the nest egg and we will protect the income streams and defend their financial way of life. This is a message that doesn’t need an illustration, comparisons, and a whole slew of third party material. It does mean having a real time conversation with clients and prospects and find out what is keeping them up at night. Then we ask if they would like us to help them empty their financial worry buckets and then we go to work.

Need help with how to open these conversations? Look no further than Ohlson Group. Our roots, going back to 1975, shows that we have weathered a few of these storms in the past and why we are... a different experience.