My wife and I took a one night trip to a great city. Went to dinner and a show, and then toured the next day. We checked out of our hotel and went to the historic district to tour. But, we needed to find a place to park.
So, we pulled into a spot on the street that had numbered spots. Of course, we were supposed to put in a credit card, our spot number, and then pay for the amount of time that we would need. Wow, I had to make a decision. Do I pay for more time than I think I need to play it safe? Or, push the envelope and save a couple of bucks. Thankfully I read the fine print. It was Sunday and parking was free. What a relief. But, it got me thinking about our lives, our clients’ timelines and the parking meter. Please read on…
What if our lives had a meter, and we knew exactly when life would end? I guess that would make it easier for lifetime income needs. But, I don’t know about you, but I don’t want to know that date. I think our clients and prospects feel the same way. But, most don’t want to take chances and they need their “income meter” to keep going and protect them for as long as they live. Isn’t that what we provide? An income that they can’t outlive? For as long as they live? With no losses to principal and previous gains? Isn’t it wonderful that we can ask our clients… “How much do you need and when do you need it?” We are then able to give them a number to place in their fixed index annuity, and guarantee that that amount of money will be there for as long as they live… even if the meter says… time expired.
Stories help bring about the true message that we are trying to deliver. So, make sure that your clients don’t outlive the amount of money that they have in their retirement meter.
So, we pulled into a spot on the street that had numbered spots. Of course, we were supposed to put in a credit card, our spot number, and then pay for the amount of time that we would need. Wow, I had to make a decision. Do I pay for more time than I think I need to play it safe? Or, push the envelope and save a couple of bucks. Thankfully I read the fine print. It was Sunday and parking was free. What a relief. But, it got me thinking about our lives, our clients’ timelines and the parking meter. Please read on…
What if our lives had a meter, and we knew exactly when life would end? I guess that would make it easier for lifetime income needs. But, I don’t know about you, but I don’t want to know that date. I think our clients and prospects feel the same way. But, most don’t want to take chances and they need their “income meter” to keep going and protect them for as long as they live. Isn’t that what we provide? An income that they can’t outlive? For as long as they live? With no losses to principal and previous gains? Isn’t it wonderful that we can ask our clients… “How much do you need and when do you need it?” We are then able to give them a number to place in their fixed index annuity, and guarantee that that amount of money will be there for as long as they live… even if the meter says… time expired.
Stories help bring about the true message that we are trying to deliver. So, make sure that your clients don’t outlive the amount of money that they have in their retirement meter.
 | 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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