GAIN ACCESS TO PROPRIETARY LIFE PRODUCTS AND INCENTIVES The Ohlson Group is proud to announce we are members of the Global Atlantic Insurance Network (GAIN)! This new alliance allows us and our agents to have access to proprietary life insurance products and incentives
UNIQUE FACEBOOK LEAD AND APPOINTMENT SETTING SYSTEM We’re excited to finally unveil a partnership exclusive to members of our team that offers more opportunity, predictability, and optimization than any other FMO could provide. This Facebook Lead System could be exactly what you need to fill your sales pipeline.
LEARN ABOUT THE NEW I.R.A.® FROM NATIONAL LIFE GROUP The New I.R.A.® (Insured Retirement Advantage) is one of the most innovative financial approaches ever developed. They designed a unique program that allows high income professionals to plan for retirement, while strategically protecting heirs and assets
LIFE INSURANCE AGENT RELIEF ACT*... THE PERFECT SALES OPPORTUNITY
The Ohlson Group and Harry Ehrenberg, CLU discuss how the recently passed Life Insurance Agent Relief Act* (* The SECURE Act) helps annuity producers generate Life Insurance Sales by protecting IRA owners from the new death tax.
Wayne Miller of Hale and Associates, who wrote over $20 million in 2019, has agreed to mentor a select group of agents through the Ohlson Group.
Most of Wayne's sales are derived from internet annuity leads. He will show you how to (1) book appointments over the phone, (2) conduct effective appointments virtually or face-to-face, and close sales via internet leads.
Through a strategic partnership with Life Settlement Advisors, LLC (LSA-LLC), we now offer life settlements allowing your clients to sell all or a portion of their life insurance policy(s) including, term insurance!
This new and exciting client solution allows you to:
Assist your clients with a worthwhile alternative to lapsing/surrendering life insurance policies,
Even Convertible term insurance (get paid on term conversion and life settlement transaction)
Clients can retain a portion of the policy they sell
Provide them with a lump-sum cash payment, and
Help you enjoy an attractive stream of additional business revenue.
USING QUALIFIED FUNDS FOR LTC PLANNING WITH ONEAMERICA
Please join us for a live training on OneAmerica’s Asset Based LTC products, named Care Solutions! This is a live presentation covering case studies and sales ideas.
The meeting will review the following details:
Setting up the LTC sale & conversation
Covering two individuals under one Joint LTC policy
Why Lifetime benefits and the advantages for clients
Use of Qualified accounts (IRA, 401k, 403b) to pay for LTC insurance
Video conferencing is going to help you get through the coming weeks/months of potential disruption due to the COVID-19 Pandemic. Additionally, attitudes of Americans in general will change once this crisis is over. By learning how to use these easy tools, you will be ahead of the curve and will be dynamically able to meet prospects in person OR over the internet.
ARE YOUR WORKSHOP COSTS KICKING YOU IN THE ROI? Scope bought out our previous workshop vendor, Sotel Communications, the end of this past year. Scope is focused on helping agent/advisors maximize their ROI when running workshops. No food, only educational type settings. Years of experience in running ads to fill seats.
If you've never considered this market, or if it's been a while since you've sold these products, now is the time to check them out! Tune in to this live webcast to hear about what Ray Ohlson calls the "Swiss Army Knife" of financial products.
EARN BONUSES AND TRIPS GALORE WITH NASSAU ELITE AGENT PROGRAM
Phoenix has been reborn as Nassau Re! Learn about the newly upgraded index annuity product line and agent bonuses with Jake Quagliaroli, National Sales Manager.
Baby Boomers are redefining retirement with a new spirit, and expectations for their portfolio. RPM is designed specifically for today's retirees with exciting accumulation strategies and options for maximizing their savings. Save your spot.
Use Data to Win Sales & Regulatory Risk of Complaints and Arbitrations.
Watch to learn how SwitchSafeleverages data, along with an innovative documentation system, to close more sales while protecting your business from complaints and arbitrations.
Our 5 Financial Hazards Marketing Kit Will Help You Determine Your Client's "Financial Pains".
Raymond J. Ohlson, CLU, CRC, a Life Member of MDRT, developed a complete marketing package along with the necessary agent training to help you close more sales. This agent training webinar walks you through how to determine the best "prescription" to alleviate your client's "financial pains."
Learn how to take advantage of the tremendous opportunities in today's marketplace with these truly explosive sales tips and ideas. There are more retirees and fewer financial services professionals then there's ever been. Don't miss the opportunity to increase your business.
Learn how to transfer your clients' wealth in the most tax efficient way while increasing the size of their estates. We will also discuss how to protect their beneficiaries from being bumped up into a higher tax bracket. Avoid the tax time bomb before it hits.
Learn what LTC Hybrid Products are and the benefits they provide your clients. We will cover what's happening in the marketplace, why these products are important, and how to present these products to current clients and prospects.
