To say these are unusual times would be an understatement. My wife and I went to get our vaccine cards laminated. They might be very important, and the paper they use is pretty thin. And, they are a weird size and don’t fit in most wallets. So, we went and got our cards laminated. But, too stiff and big for my wallet. So I stuck them with my passport , made extra copies and will fold up a paper copy for my wallet. But, for us that wanted the vaccine, we were happy to get the shots and now have to protect this little piece of paper as it might be important in the future. So, where am I going with this? Please read on…
What if we had a retirement card (sort of like Social Security) that showed that our retirement income was protected from financial viruses? Maybe now is the time to have this conversation with our clients and prospects. Time to again re-visit their retirement cash flow, their essential and discretionary income needs and show the shortfall. And, we can provide the “vaccine” that will guarantee the desired amount of money they need at retirement (or during their current retirement). That vaccine could be an annuity. Again, all we have to do is ask… “How much do you need… and when do you need it?” Yes, we are like financial magicians. We can show them exactly how much to place in the annuity to give them the desired income. Yes, I know that we can’t magically increase the money they have today. They may have to reduce some expenses, etc. to live in a comfortable world. But, we take the mystery and angst out of their lives. The income, like Social Security, will be there. So, get your clients vaccinated today from financial viruses. Oh, there is a problem. The annuity contact is larger than the Covid-19 card and still won’t fit in their wallets. But, it could bring about a safe and tranquil retirement.
What if we had a retirement card (sort of like Social Security) that showed that our retirement income was protected from financial viruses? Maybe now is the time to have this conversation with our clients and prospects. Time to again re-visit their retirement cash flow, their essential and discretionary income needs and show the shortfall. And, we can provide the “vaccine” that will guarantee the desired amount of money they need at retirement (or during their current retirement). That vaccine could be an annuity. Again, all we have to do is ask… “How much do you need… and when do you need it?” Yes, we are like financial magicians. We can show them exactly how much to place in the annuity to give them the desired income. Yes, I know that we can’t magically increase the money they have today. They may have to reduce some expenses, etc. to live in a comfortable world. But, we take the mystery and angst out of their lives. The income, like Social Security, will be there. So, get your clients vaccinated today from financial viruses. Oh, there is a problem. The annuity contact is larger than the Covid-19 card and still won’t fit in their wallets. But, it could bring about a safe and tranquil retirement.
 | 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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