Preserve, Protect, and Defend

​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.

Protect Your Client's Nest Egg

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Until next time… good selling!
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Raymond J. Ohlson
Founder & Retired CEO
Ohlson Group
​1-877-844-0900