Safe Money Places Marketing Program

15 minutes

We will discuss how our marketing and branding system works and all of the benefits our program provides you with.

Highlighted Benefits:
- Agent Website
- Email Marketing
- Consumer Educational Content
- Exclusive Annuity Lead Program
- Plus so much more!

Safe Money News: E-Magazine and Client Email Newsletter

15 minutes

Discover what our robust email marketing solution does for agents and how to qualify for this free service.

Workshops

15 minutes

Learn more about our workshop sales system that utilizes internet marketing to fill the room full of registrants.

Lead Generation Consultation

15 minutes

Time Management Consultation

15 minutes

Our marketers will go over how to best utilize your time, share their secrets for efficiency, and will send you the SAME spreadsheet we use to monitor and analyze our time management.

2018 Tax Law Create HUGE Opportunity for Advisors

15 minutes

What do the new 2018 federal income tax brackets and rates mean for you and your clients?

Market Tanks... Loss Recovery Idea

15 minutes

Sotel Seminar Workshops

10 minutes

Agent Website Setup

10 minutes

Preset Appointments

15 minutes

Learn how our preset appointments work and how to qualify for these innovative and exclusive leads. You'll be starting at a booked calendar of preset appointments!

SwitchSafe

15 minutes

Learn more about how SwitchSafe Automates Your Sales and Disclosures Process. Plus we'll tell you how to acquire this service for free!

403(b) Annuity Sales and $79 Preset Appointments

15 minutes

2019 Marketing Plan Strategy Session

10 minutes

Branding Strategy Session

10 minutes

Quarterly Bonus Info

10 minutes

Schedule a time to meet and get all of the details about how our bonus works and how to qualify.

Double Your Annuity Production

10 minutes

During our conversation, we will share our secrets to DOUBLE your annuity production.

We have the experience to make this statement come true. We have the tools and the track record.

We promise this phone call is worth 5-10 minutes of your time.

Annuity Lead Program

10 minutes

Schedule a time to meet with one of our marketers to learn how our annuity lead program works and how to qualify.

Annuity Lead Review and Consultation

15 minutes

Internet Lead Mentorship Program

10 minutes

Learn how you can take your annuity production to the next level with our exclusive mentorship program!

Safe Money Places Marketing System

15 minutes

Learn how our marketing and branding system works and the benefits it provides you. We'll discuss everything our program offers... such as our FREE agent website that's filled with content your prospects want.

And most importantly... we'll tell you how to qualify for this program for FREE!

AssessBEST... the Premier DOL Compliant and Sales Maker Software

15 minutes

Kim O’Brien, the powerhouse pro-annuity leader who helped defeat 151-A, has teamed up with IMOs to create a DOL solution specifically for the independent advisor... AssessBest.
AssessBest does more than meet DOL/fiduciary requirements:
It’s BOTH a sales system AND compliance platform.

Product Consultation

10 minutes

During our meeting, we will provide you with:
- Product and commission information
- Contracting material and producer's guide​
- A quote of the product so you can compare the performance

One on One Business Consultation

15 minutes

We want to get to know you and your business. We will assess your current marketing strategies and sales presentations and answer any questions you have for us.
After we get to know your needs, we will provide you with solutions to help you overcome your challenges or simply improve upon what you already have established.

Fully Managed Client Email Marketing

10 minutes

Sales Strategy Session

10 minutes

The most important part of the sales funnel is your sales presentation. You must keep your prospects interest, address their needs, and motivate them to take action. We're hear to help you!

Sales Strategy Session

10 minutes

The most important part of the sales funnel is your sales presentation. You must keep your prospects interest, address their needs, and motivate them to take action. We're hear to help you!

AGENT SOFTWARE

30 minutes

We have may software solutions to help you become DOL Compliant, increase sales, and improve your daily business functions.

Automated Email Marketing

10 minutes

If the prospects don't convert into clients, you must continue communicating with them on a regular basis to develop relationships further, build trust, and increase sales

KEY BENEFITS OF OUR EMAIL PROGRAM:
- We create and manage your email marketing account
- We personalize and send every email for you
- Our emails are designed to RETAIN and BUILD relationships with both clients and prospect
- There is NO COST to you for this service

30-45 Minute Strategy Session (Copy)

45 minutes

The Ohlson Group is ready to assist you with your marketing, research, and educational needs. Our tools and experience can help you attract, retain, cross-sell, upsell, and obtain referrals of the types of clients necessary for long term profitable growth.
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So, what is the next step? Schedule your 30 - 45 minute marketing and business plan review with one of our marketing consultants using our calendar below >>>
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PLEASE NOTE: You have to schedule the meeting a MINIMUM of 48 Hours in ad

Single Premium Life Sales Strategy

30 minutes

We will show you how to market and sell SPL to your existing client book PLUS how to showcase these products to new prospects.

CRC Designation

15 minutes

Learn How To Get A FREE Agent Website

10 minutes

We understand that you are not a web developer, nor do you have the time to create a new website. We’ve created a website that you can have for free that addresses all of your needs without any of the work.
Schedule an appointment with one of our marketers to learn how to qualify for our FREE Safe Money Places Agent Website Solution

Digital Marketing Consultation

10 minutes

Here's what we'll discuss:
(1) Our lead generation programs
(2) The power of email marketing
(3) Ways to fill your workshops with registrants from online advertising
(4) Why you need a website if you don't have one
(5) How we can setup and automate your digital marketing

Business Consultation

15 minutes

Product Consultation

10 minutes

Case Design and Preparation

10 minutes

Lead Generation

10 minutes

How To Get A Website

10 minutes

We understand that you are not a web developer, nor do you have the time to create a new website. We’ve created a website that you can have for free that addresses all of your needs without any of the work.
Schedule an appointment with one of our marketers to learn how to qualify for our FREE Safe Money Places Agent Website Solution

Internet Marketing Consultation

10 minutes

Here's what we'll discuss:
- Your current marketing strategies
- What is and isn't working for you
- Your business goals
- Email marketing
- How offer pages generate leads
- Why you need a website if you don't have one
- The importance of having good educational content on your website
​- How we can setup and automate your digital marketing for you