Okay, call me a generalist and basic. I admit, I believe that a life insurance and annuity sales presentation needs to be basic and probably a little boring. We take a look at expenses, both essential and discretionary, current or projected retirement income, and assets. We look for the shortfall and solve the problem. You know, “tell me how much you need and when you need it and I will tell you exactly how much money we need to fulfill your dreams." Do you have a presentation like that? Did you say NO? Well, let’s fix that.
The Ohlson Group does more than provide products, marketing research and educational tools for you. We have a presentation called "The Five Financial Hazards” that will make your next fact finder and presentation the best that you have ever had. Trust me… it’s basic, boring, and I started using this when I started in the business. Yes, it is pretty basic, but good enough that I earned Life Membership in the Million Dollar Round Table.
Click to speak to a marketing consultant and find out how the 5 Financial Hazards presentation will change your clients lives... and yours.