Who Are You?

In today’s fast-paced financial world, where big-name brokerage firms and high-profile investment advisors dominate the airwaves and screen time, one question lingers in the independent insurance agent’s mind now more than ever before: “Who are you?” 

For the independent annuity producer, the answer needs to be more than just a name on a business card. Clients and prospects are being courted daily by firms with deep pockets and national name recognition. It’s not enough to be great at what you do—you need to be seen as great. That’s where the Safe Money Places Agent Network, backed by The Ohlson Group, comes into play. As you are likely aware we own and operate www.safemoneyplaces.com.  

When an agent submits their first piece of business with the Ohlson Group, they’re automatically enrolled into the Safe Money Places Agent Network—a nationally recognized brand that brings credibility, authority, and marketing horsepower to your independent practice. 

What Does This Mean for You? 

First, it means you get your own Safe Money Places-themed website at no cost. This isn’t some empty shell of a site either. It’s packed with consumer-facing videos, downloadable PDF guides, your professional bio, and most importantly—the “Proud Member of the Safe Money Places Agent Network” badge, clearly showcasing your membership in this exclusive and trusted network. 

Just like independent real estate agents lean on powerhouse brands like Century 21, RE/MAX, or Berkshire Hathaway, you too can align yourself with a respected name that opens doors and builds trust. And in the annuity business, trust is everything. 

Being part of the Safe Money Places network isn’t just about image. It’s about resources. We offer prospecting tools, an annuity lead program, and a marketing framework that all tie back to the strength of the Safe Money Places brand. It becomes your anchor point in conversations with clients who are already familiar with big names and looking for confidence in the person sitting across the table from them. 

The Safe Money Places name tells your prospects, "I’m not just out here on my own—I’m backed by a network that stands for consumer education, transparency, and financial safety." 

So, the next time someone asks you, “Who are you?” —you’ll have a powerful answer. You’re an independent annuity producer with a national brand behind you. You’re part of something bigger. You’re a Safe Money Places agent. And that means something. 

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Until Next Time – Good Selling! 

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