Turbulence Creates Opportunity

​It continues to be a fast-paced year at the Ohlson Group. We’re seeing record numbers of new agent contracts coming in. The phones are ringing. The cases are coming across my desk. A lot of solid, regular-sized annuity cases — and yes, quite a few larger ones too. The money is out there. 

And it’s not hard to understand why.

We just had a losing week in the S&P 500. Geopolitical tensions are simmering. Domestic politics are noisy. Commodities are all over the place. AI disruption fears are real for a lot of industries. Consumer prices rose 2.4% in January — lower than expected, which is good news — but there’s still a sense of uncertainty in the air. Even with the Dow hitting record highs in recent weeks, everyday Americans aren’t feeling “calm.” They’re feeling cautious. And when people feel cautious, they look for safety.

That’s where we come in. We have fixed index annuities offering premium bonuses up to 23% on 10-year index products. We have MYGA rates that are higher than CDs and sitting near record highs for our industry. There is real value on the table right now for clients who want protection, predictability, and peace of mind.

And we’re not lacking opportunity. Our marketing systems are working for agents who work them. Whether it’s our Ohlson Group annuity lead program that we’ve been running successfully for years, or the Elevate no-dinner seminar program, we are not in any kind of shortage of prospecting tools. We have ways — proven ways — to get our agents in front of qualified annuity prospects.

Middle America — the family with $200,000 to $500,000 in savings — is often overlooked. They’re not big enough for the high-end brokerage firms to chase aggressively. But that money represents a lifetime of work. It needs to be protected. It needs to be handled with care. Those are our clients, and they are looking for a hand-up and that is where you become the hero.

To our agents that are writing business, thank you! To the agents who are reading this and have been looking at The Ohlson Group for a while - give us a call or schedule a meeting. We are well positioned  to get you to the next level in your practice - whatever that looks like.

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​Until Next Time – Good Selling! 

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