You Are the Hero!

Your Client's Money is Protected!

Agents and advisors, let’s take a moment to recognize the power of the work you’ve already done. Right now, while the markets are volatile, you can feel great knowing that your clients who placed their trust in you — and in safe money strategies — have not lost a penny due to market volatility.

That’s the power of the plans you put in place.

​That’s the power of you being the hero for your clients.

But let’s take it a step further.​

Right now is the perfect time to reach out to those clients who have annuities in place. Give them a call. Remind them of the great decision they made when they chose to protect their money. Remind them that their nest egg is secure, their money hasn’t lost value, and if they have lifetime income benefits, they have options that could be turned on for guaranteed income.

Better yet, set up those review appointments.​

Face-to-face, phone, or virtual — it doesn’t matter. What matters is the reassurance you give, and the conversations you open up. Because more often than not, during these review meetings, your clients will share that they have other money sitting in volatile places — money that could be safely protected in an annuity. These conversations don’t just strengthen your relationships. They uncover opportunities. They give your clients peace of mind. And they remind your clients that you are the steady, trusted guide in uncertain times.

So be the hero today. Pick up the phone, reach out, and let your clients know:

• Their money is safe.
• Their plan is working.
• And you’re here to help them secure even more of their financial future. ​

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​Until Next Time – Good Selling! 

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