Nick, Joe and I recently attended a Leaders Conference for one of the companies we represent. The trip was outstanding, and attention was paid to every detail. But I must say, the business session was one of the best I have attended. They were really digging down into the buying habits of near or current retirees. They also focused on the decision making process regarding this group of people. I found one part in particular very interesting. The title of this presentation was “What makes retirees happy?” Here is what they listed… Money (not the pile of money) but the income it can produce. Health… good health is so important to retirees. Staying connected to friends and families made the list. And, having a purpose in life. Purpose is different to all but so important. Much of this information came from Yale University and their online course, “The Science of Happiness.” Please allow me to tell you some of the things I took away from this presentation…
Regarding the money/income topic, we have the tools to make that happen. And, their studies show that Income plan conversations get the most attention, and is where prospects place most of their money. On the subject of health, sure we can provide helpful information to assist our clients in a healthy lifestyle, but we also have the products to manage healthcare costs. In a future article, I will give you some ideas that I am working on that will allow you to assist your clients in their quest to stay connected and to have a purpose.
In closing, it was very evident through their findings that our prospects and clients want us to “Take time with them.” They want us to listen and to communicate in a way that makes sense to them.
Regarding the money/income topic, we have the tools to make that happen. And, their studies show that Income plan conversations get the most attention, and is where prospects place most of their money. On the subject of health, sure we can provide helpful information to assist our clients in a healthy lifestyle, but we also have the products to manage healthcare costs. In a future article, I will give you some ideas that I am working on that will allow you to assist your clients in their quest to stay connected and to have a purpose.
In closing, it was very evident through their findings that our prospects and clients want us to “Take time with them.” They want us to listen and to communicate in a way that makes sense to them.
 | 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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