We know that you are adapting to different ways of serving your existing clients.  We also know that you are working on different methods of approaching prospective clients.  Believe me, our team has been through unprecedented times before. But I am the first to admit that I have never seen anything like his before. 

​Our organization has been through recessions, gas rationing, 1987 market crash, 2000 dot com bust, and we will never forget 9/11.  Ladies and Gentlemen, I do see us coming back to a more “normalized” life.  We will go out to dinner with friends and family again. The stock market will come back.  New jobs will be developed that we never thought could be considered.  

But, I believe, because of my experience, that the next 12 months won’t be the same as they were in February.  And, the ranks in the financial services profession will be reduced.  Many pros near retirement will just either call it a day, or just work their existing books as the changes that must be made seem too daunting.  But, those of us that adapt will find the landscape in our profession to be better than before. Never before has the desire for “Safe Money Places” been so great.  And, we have the products that Americans need and want.

So, The Ohlson Group and the Safe Money Places Agent Network is reaching out to you to see if you need any advice or just want to talk regarding this new challenge/opportunity that we are all facing.  Now, more than ever, it is critical that you work with an Insurance Marketing Organization that has the experience in good times and bad, a track record of excellence, top notch product portfolio, digital marketing experience and success in the field.  I have been fortunate to have served many roles in our business.  I have been a successful agent (Life Member MDRT), agency builder, president of insurance companies, and now proud partner with my sons in a privately held boutique IMO.

We look forward to having a conversation with you, if we haven’t already, and helping you as we have helped other agents and advisors since 1975.  As always, thanks for your support and business.  We are all in this together.  If you aren’t doing business with us today, call us and find out why agents from coast to coast, continue to refer to us as… a different experience. 

You may be in trouble if you don’t act now. These are different times. Yes, we haven't experienced anything like this in over 100 years.  But, as we know, times like this can bring the greatest discoveries and victories for those  that can pivot and act now. 

Many times, as has been said, "we can be down about things we aren't up on.”  I am talking about tools like ZOOM.  We are having great success with this concept.  Many say that financial services products can not be presented and sold unless we are face to face at a table.  I remember when I was president of a life insurance company, and an agent and good friend said, "Ray, you will lose all the agent's business if you start emailing brochures as opposed to sending hard copies.”   Well, we know how that turned out. 

Yes, your client and prospect need to see you.  But, many are nervous about getting physically face to face.  So, let's do the next best thing.  Let's get virtual.  The presentation process is much the same.  We just have to conquer the fears of the unknown.  

Bottom line, we can help. We have the tools, and can help you with the opening, the presentation, the solution, the close and the referrals.  Listen, while you wait, the competition is full steam ahead.  Time to get in the game and join a team with the "know how.”  That would be us...The Ohlson Group... a different experience.  

Book an appointment with one of our marketing consultants, and let's discuss the various tools available to you and your prospects and clients.

Don't delay... if you do, your competition might just ZOOM past you. Call us now.