Yep, football season is just around the corner. And we know that a great defense can help propel the offense. As I watch, listen and read the plans from many of the top money experts and managers in the country, they state that they are placing the clients in a defensive posture. They know that the market will come back but for now… “defense.” So, what does that mean and how do you explain the urgency to your clients? Let’s look…
Yes, your client can purchase a 10 Year Treasury paying about 3%. But if you think inflation will continue, and that the rates on the 10 year will go up… what does that mean to your clients? Simple, if new rates rise, the value of your bond purchase today decreases. Here’s a possible solution for “short termer.” A MYGA… the MYGA outpaces treasuries and Certificates of Deposits and you can layer them.
What about the individual that is concerned about retirement income? Simple... How about a Fixed Index Annuity with a strong lifetime income guarantee? A rate on the income account guaranteed to go up in spite of markets. And if your client desires, a first year income account bonus of 10% or more?
Have some younger clients that purchased a home, have debts, or short term needs? Use our 10 minute issue term insurance policy that will issue up to $1 million of coverage depending on age.
Need a sales presentation? Contact our marketers today… time is a wasting and it is time to play “defense.”
Yes, your client can purchase a 10 Year Treasury paying about 3%. But if you think inflation will continue, and that the rates on the 10 year will go up… what does that mean to your clients? Simple, if new rates rise, the value of your bond purchase today decreases. Here’s a possible solution for “short termer.” A MYGA… the MYGA outpaces treasuries and Certificates of Deposits and you can layer them.
What about the individual that is concerned about retirement income? Simple... How about a Fixed Index Annuity with a strong lifetime income guarantee? A rate on the income account guaranteed to go up in spite of markets. And if your client desires, a first year income account bonus of 10% or more?
Have some younger clients that purchased a home, have debts, or short term needs? Use our 10 minute issue term insurance policy that will issue up to $1 million of coverage depending on age.
Need a sales presentation? Contact our marketers today… time is a wasting and it is time to play “defense.”
team Up With The Ohlson Group
 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO The Ohlson Group 1-877-844-0900 |
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