I am hopeful that you know that The Ohlson Group has the entire "Personal Pension Plan" presentation and sales kit. Very simple, you use our presentation/brochure, and illustrate how by combining and coordinating the clients income sources, we can provide incomes that our clients can't outlive.
Of course, we inventory income sources, look at essential and discretionary income needs, evaluate transfer option and protect them from the financial ravages of a chronic illness. You see, this approach is consultative in nature and not transactional. Hence, there are better and bigger sales and the chances for referred leads grow exponentially.
Want to know more? Call us at 1-877-844-0900 and let's get "personal.” The Personal Pension Plan: the tool that will make selling... a different experience.
Until next time... good selling!
Of course, we inventory income sources, look at essential and discretionary income needs, evaluate transfer option and protect them from the financial ravages of a chronic illness. You see, this approach is consultative in nature and not transactional. Hence, there are better and bigger sales and the chances for referred leads grow exponentially.
Want to know more? Call us at 1-877-844-0900 and let's get "personal.” The Personal Pension Plan: the tool that will make selling... a different experience.
Until next time... good selling!
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