Ohlson Group, Inc

Does your IMO give you the attention you deserve? Or do you feel like you are just a “number” to them? We understand that our agents are the backbone of our success. As the old beach music lyrics remind us, “you're more than a number in my little red book,” emphasizing the importance we place on personal relationships and individualized support! https://lnkd.in/gZK4252D

As society becomes more digital, as a business owner, it is crucial you remain in the front of all prospects, especially high end prospects. If having a website helps you acquire even just one new client, it's probably worth it, right? If you're ready to build your website, we’ve got you covered—our website design service is completely free!

We have all heard that phrase. The phrase revolves around the idea that a team works better than an individual. I agree, and always look forward to having a chance to brainstorm with others when discussing opportunities or challenges. It lead me to thinking about all the things we can do at Ohlson Group to assist our esteemed advisors. Please allow me to address a few…

"Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5% in 2025, the Social Security Administration announced..." #SocialSecurity #COLA #COLAIncrease #2025COLAIncrease #2025COLA #RetirementSavings #RetirementPlanning

The toughest part of this business for most people is prospecting and securing meetings with qualified leads. It's challenging to consistently connect with the right prospects and deliver presentations that effectively convert them into clients. Not to worry though, as we have the answer: Our digital annuity leads at basically wholesale prices! We offer exclusive territories, with only one or two agents in these arranged areas. You must call to find out if your territory is open, as they are going quick. #AnnuityLeads #IMO #SuccessfulAdvisors

Joe and Nick Ohlson are not just brothers; they are the driving force behind Ohlson Group, a boutique IMO dedicated to empowering agents at all levels of production. Their journey in the insurance industry began under the mentorship of their father, Raymond J. Ohlson, whose impressive career spanned over 40 years. At Ohlson Group, Joe and Nick have developed a unique approach to supporting agents that big IMOs often overlook. While they of course appreciate their top producers, including those generating $30 million in annuities, their true passion lies in helping $1 million to $5 million producers. https://lnkd.in/gSBytg4w

There is a lot of uncertainty in the world and that rattles everything that is financial. Taxes, inflation, geopolitical events, unrest in the rest of the world and COVID might all play a part in a rocky financial market. So, now is the time for us to Preserve, Protect and Defend our clients nest eggs.

I believe this holds true for about anything a person is trying to market or sell. If you believe in the “10/3/1” formula, then you know what I am talking about. You know, you get 10 leads, make 3 appointments and it typically results in one sale. Now, I agree that the formula is for the average salesperson. Many of you do much better than that. #IMO #InsuranceMarketing #InsuranceMarketingOrganization #AnnuityMarketing #FMO #FieldMarketing #SuccessfulAdvisors

My wife and I took a one night trip to a great city. 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. I had to make a decision. Do I pay for more time than I think I need to play it safe? Or risk a shorter time and save a couple of bucks. But it got me thinking about our lives, our clients’ timelines, and the parking meters of life. Please read on…

Over the years, baby boomers have amassed significant wealth, now holding 52% of the total net wealth in the U.S., valued at $76 trillion, according to Federal Reserve data. "The real question isn’t why baby boomers aren’t spending more, but why they’re spending so little." Let's look at three key factors contributing to this trend: