A friend of mine, and one of America’s most successful IMO’s, said this to me during the economic crisis in 2009, "All of us that are offering guaranteed, insured 'safe money' products, are in the cat bird seats. Our once 'boring' fixed products are the ones most desired by near and current retirees."
There is no need to try to make our products something different. Why would we? We have a guarantee of principal, retention of all previous gains, and a lifetime income payout that far outpaces any 2%, 3% or 4% income withdrawal formula. We can even offer a little “loss recovery” with a fixed index annuity with a first year bonus.
What about our CD buyers? For Heaven’s sake, we kick the snot out of CD’s with the MYGAs out there today. I haven’t even talked about the miracle of paper and ink… the life insurance policy that pays a tax free benefit. What about a life policy with a chronic illness rider? So, what should we do tomorrow? Read on please…
Here is the deal. To quote someone else… "If It is meant to be… it is up to me.” I, like many, have lost about 25% of my equity holdings. They will come back. But, my FIAs have an income account that keeps growing and I will pull out 5-6% when I need retirement income.
And can I let you in on a secret? Our digital annuity leads are flying in as Americans are looking for our products. Need leads? Who doesn’t? Talk to one of our marketing staff and claim your territory. Yes, leads are still at wholesale prices.
Ladies and gentlemen, I don’t speak to all of you on the phone like I used to. But trust us, we have the tools, the products, the leads and world class service to take you to the promised land. Call today or… turn in your hard hat.
We have what America needs and wants.
There is no need to try to make our products something different. Why would we? We have a guarantee of principal, retention of all previous gains, and a lifetime income payout that far outpaces any 2%, 3% or 4% income withdrawal formula. We can even offer a little “loss recovery” with a fixed index annuity with a first year bonus.
What about our CD buyers? For Heaven’s sake, we kick the snot out of CD’s with the MYGAs out there today. I haven’t even talked about the miracle of paper and ink… the life insurance policy that pays a tax free benefit. What about a life policy with a chronic illness rider? So, what should we do tomorrow? Read on please…
Here is the deal. To quote someone else… "If It is meant to be… it is up to me.” I, like many, have lost about 25% of my equity holdings. They will come back. But, my FIAs have an income account that keeps growing and I will pull out 5-6% when I need retirement income.
And can I let you in on a secret? Our digital annuity leads are flying in as Americans are looking for our products. Need leads? Who doesn’t? Talk to one of our marketing staff and claim your territory. Yes, leads are still at wholesale prices.
Ladies and gentlemen, I don’t speak to all of you on the phone like I used to. But trust us, we have the tools, the products, the leads and world class service to take you to the promised land. Call today or… turn in your hard hat.
We have what America needs and wants.
 | 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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