Why not make 2022 the “Year of the Drip?”  We should all be familiar with drip marketing. You know, the timely method of providing our clients and prospects with quality content.

The content should be a combination of print, audio and video information.  Information that is helpful to people near, or already in retirement.  This should go out at least once per month.  But, in situations where there are new prospects via leads or seminars, they should go out once per week for a month. 

But, how can you be expected to develop this content on a regular basis?  The answer is simple…  let us do it for you via membership in the Safe Money Places Agent Network. 

Let’s say you plan a workshop and 50% do not show up?  Don’t waste your money and just ignore those people. Let us start the dripping.  Same thing with digital or direct mail leads that respond, but don’t take your calls?  Warm them up with quality content.  We are doing this for some of our most successful advisors and agents. The “ROI” on this is incredible.  There’s much more to this, and too much to place in this commentary.  

So, call one of our marketing consultants and schedule a phone appointment to see if “the drip” is right for you.  I know that it works.  Give us a call at 1-877-844-0900 and find out why agents from coast to coast continue to refer to us as... a different experience.

​I was watching and listening to an author speak about New Years’ resolutions.  The author mentioned she feels that the New Years resolutions have to start now… not on January 1st.  I agree, I have always felt that way… the way you finish the year is probably a precursor for how the next year will turn out.  In other words, finish slow and you will start slow.  And, before you know it, you might just be paddling upstream.  That has always been the case for me.  

As an MDRT producer, I always wanted a strong finish.  I would work very hard to write more applications in November and December when many told me they were “slow times.”  I also wanted many cases pending when the New Year began as I then saw placements and also new commissions.  I would always look at my income, the number of cases written, the average size of the cases and the number of closing interviews I had to get to the net result.  I would look at my prospecting methods and determine where I had the greatest success.  With those numbers in hand, I could quickly determine where I had to increase activities and marketing budget to get to my new goal.  You know, things haven’t changed and the numbers don’t lie.

At The Ohlson Group, we are doing that now.  How many new producers do we need, how can we help the agent increase his/her income, and how can we relieve the advisor from many of the day to day chores that get in the way of marketing?  We are not looking to “throw the baby out with the bathwater.” No, we take what you are currently doing, investigate to see if we can improve that process, and introduce you to ideas and concepts that have worked with many of our successful associates in the field.  

While I can say that “I have walked a mile in your shoes,” I understand how things have greatly changed. Never in my wildest dreams would I have imagined how big a part digital marketing would play in the current world.  But, one things that hasn’t changed is… “The way you finish is the way you will start and the way you will probably end up.”

So, what’s next?  Simple, a conversation with us that can help you finish strong and make next year the best year you have ever had.  What do you have to lose?  Invest a few minutes with us and find out why agents from coast to coast continue to refer to us as… a different experience. Call now… operators are standing by.

 ​Well, as the band Blood, Sweat and Tears said… ”What goes up, must come down.” That is the equity market.  As I have said in the past, I love the equity market and I am still invested.  I have been preparing for a downturn with my financial advisor. (Turned in my RIA and Series 7 many years ago).  And, I am still working and will, at some time, increase my equity holdings to take advantage of this reduction in values.  I have the stomach for it and don’t need Rolaids… but is that the case with most Americans?  I don’t think so.  Please read on…

Okay, many have predicted, based on history, a 10%, 15%, 20% or 25% loss in values.  And, many Americans will get out and never come back.  So, how can we help them?  Couple of ideas.  Loss recovery.  Buy a single premium life product via simplified issue.  Get a return of premium guarantee.  Leverage the single premium to have a death benefit to make up for their losses.  Allow the client to access the death benefit, tax free, in the event that they can’t perform 2 of the 6 activities of daily living.  If they die, the tax free death benefits paid to the named beneficiaries.

Girls and guys, we have sold millions of this and there is not a better time to present this.  Need to know how?  Give Levon Justice, Nick or Joe Ohlson a call and find out how you can rescue your clients. Call today or book an appointment.  Best of luck.