Safe Money Places Marketing Program

30 minutes

We will discuss what our marketing system offers and go over specifics about how our platform works.
Here's what you get:
- Agent Website
- Email Marketing
- Consumer Educational Content
- Agent Training
- Plus much more

Safe Money News: E-Magazine and Client Email Newsletter

30 minutes

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

White Glove Workshop

30 minutes

Advisors nationwide are growing their practices with the help of White Glove Workshops’ educational seminars.
- Grow your practice with NO UPFRONT MARKETING COST!
- ALL the administrative tasks are taken care of that come with planning a workshop, so you and your team can focus on your clients.
- You only pay for the attendees that show up!

Lead Generation Consultation

30 minutes

Safe Money Places Marketing System

30 minutes

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

30 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

30 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

30 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.

Automated Email Marketing

30 minutes

Sales & Presentation Strategies

30 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!

How To Obtain Our Client Video

30 minutes

Our marketers will help you distribute this video to your clients by ...
- Embedding the video onto your website
- Sending the video in an email newsletter that we create
- Show you how to use the video during client meetings

FIA Sales Kit

30 minutes

Our marketers will show you how to use our FIA Sales Kit which includes:
- Client video
- Consumer Guide
- Sales Presentations
- Setting up your automated drip marketing system
- Integrating landing pages within your current website
- A free Safe Money Places Agent Website
- Everything you need to become a Safe Money Authority

Sales and Presentation Strategies

30 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!

Product Consultation Request for Blind Ad

30 minutes

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

TriVysta Product Consultation

30 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

AGENT SOFTWARE

30 minutes

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

How to Obtain our Consumer Guides

30 minutes

Our marketers will help you distribute our consumer guides to your clients by ...
- Adding the guides to your website
- Sending the guides in an email newsletter that we create
- Show you how to use the guides during client meetings

Automated Email Marketing

30 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

30 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

30 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

Business Consultation

30 minutes

Product Consultation

30 minutes

Case Design and Preparation

30 minutes

Lead Generation

30 minutes

How To Get A Website

30 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

30 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