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.
​
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.

I believe this holds true for about anything a person is trying to market or sell. If you believe in the “10/3/1” formula, then you know what I am talking about. You know, you get 10 leads, make 3 appointments and it typically results in one sale. Now, I agree that the formula is for the average salesperson. Many of you do much better than that.  

Once the first sale is made, we all work for referrals and additional business from the new client. Wait, I think I should back up for a second. We all seem to use the term “client” a lot when describing the first sale. I believe that the first sale makes them a customer. Our future actions will determine as to whether or not they become a client. Let’s investigate:

Most experts believe that the first sale means that the consumer is trusting you with part of their assets, not all of them. They will then observe how you keep the promises that were made and the additional value that you bring to them. That is where we think we can help. We provide ample services designed to retain clients and help you provide the best services to them. We provide content that you can drip on your clients and prospects on a regular basis. We assist you in helping clients and prospects go to your website, and if you don't have one, we can develop and manage the website for you. In summary, we assist you in your efforts to be the “go to” person when considering additional purchases. This also helps you get the referrals that you desperately want.

So, let’s think about it. We have the digital marketing program to generate and provide you with bona fide leads at one of the best costs in the industry. Ladies and gentlemen, the cost to obtain the second sale and referred leads is very low. In summary, if you want to increase your sales, lower your acquisition costs, and be the  go to person in your area, you need to speak with one of our marketing consultants. Territories are still available. ​

I just thought that now would be a good time to remind ourselves as to what keeps our clients up at night. I am confident that most of your clients have at least one of these worries:

Sure, when we were all young and dollar cost averaging, a market downturn could be viewed as an opportunity. But what about if you are nearing or in retirement? I don't think so. The stakes are much higher, and a significant loss could severely impact your standard of living.​

I recently read this line in a publication and it really hits home, as time does go by so quickly. It made me think of our most valuable assets at Ohlson Group. That would be you… the independent advisor and insurance specialist that does business with our firm! Our business, and I'll even go as far to say life in general, is changing every day.

Sometimes it might feel tough to hang in there while trying to implement new tools and strategies. I had an agent tell me, “I am just too old to change my way of doing business.” I wish I would have read the title of this commentary prior to speaking with him. Had I read the line, I would have told him that, “You will never be younger than you are today.”

Look, like you, I can get challenged by technology. I need the kids to help me with my TV when I start screwing up the channels etc. But seriously, I, along with the staff, have been knee deep in what technology can do for you. It is not a case where we throw out what you are already doing. On the contrary, we embrace what you are doing and add another arrow into your quiver.

Why not take a look at the tools we are providing to our associates in the field? Together, we can make this, sometimes daunting, leap into technology less stressful and highly profitable. No time to wait... as you will never be younger than you are today. Ask us about the digital lead program that we are now using with a select group of advisors. 

So, even though my hair is turning gray and my hairline continues to recede, I know that I will never be younger than I am today. Isn't this the time for all of us?

Wow! Did we read that correctly? $107,146... that is the median annual cost in 2024 to receive services in a semi-private room. 

So as long as everyone has a couple hundred thousand dollars hanging around, they should be okay. But what if there is a spouse at home? Will they have enough cash to stay in the world that they have become accustomed to? Or even if they decide to stick to a tighter budget, what can they truly afford? Read on...

I once attended a meeting where an elder law attorney talked about long-term care costs and Medicaid. He pointed out that many people don't have enough money to cover these costs. That's when Medicaid steps in, but only after you are impoverished. He also mentioned that fewer insurance companies are offering long-term care insurance. He spoke highly of asset based products and life and annuity products with accelerated benefits. As I sat there listening, I was perplexed as to why more advisors are not offering these products. Ladies and gentlemen, I am very convinced that these products are the "hot sellers" of the industry.

Look, you pledge to give the best service to your clients. Are you doing them a disservice when you don't research, discuss, and present certain solutions? If you want to talk to someone who knows all about the potential products you could pitch your clients, give us a call at 1-877-844-0900, or click the button below to book an appointment with one of our knowledgeable marketing consultants.