Memo from the President: I Need to Tell You About This

Agents,

I’ve spent years watching agents chase production.

I’ve seen marketing systems overpromise. I’ve seen seminar programs fail. I’ve seen agents spend money on things that sounded great and produced very little.

Because of that, I’ve become extremely skeptical. So, when I tell you this… Understand I’m not saying it lightly.

Our Elevate no-dinner workshop program is one of the closest things I’ve seen to a repeatable, scalable annuity production system.

Not because someone told me. Because we’ve watched agents execute it.

The average premium per campaign is $1M in FIA production, and an appointment setting ratio around 75%-80%, Incredible!

And before you think: “I’ve heard this before.” I understand.

You should be skeptical.

The difference is this program isn’t built around theory.

It includes:

• Ongoing in-person training opportunities
• Weekly coaching and mentoring calls
• Actual workshop recordings and appointment processes
• Scripts, presentations, workflows, and implementation support
• A no-dinner educational model producing exceptional appointment ratios

This isn’t passive. You still have to work. But after seeing countless programs over the years, I can tell you:

I would not be sending this message if I didn’t believe this could materially change an agent’s business.

If you’d like details on upcoming training opportunities and whether this fits your practice, contact us at (877) 844-0900. Email us at [email protected].

The agents taking action now may not recognize their production 12 months from today.

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​Until Next Time – Good Selling! 

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