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John Olsen: Annuity Royalty Shares Wisdom (TAM Classic)
Manage episode 426710477 series 2798004
In this episode, The Annuity Man and John Olsen discuss:
The suitability approach and consumer trust
How the annuity industry can be better
Approaching people who hate annuities
Risk management and risk transfer
Key Takeaways:
There is a considerable certainty that companies out there are determined to give the right product to their clients.
If you’re looking for a solution for your client, the agent should be able to show 3-10 companies that could get the client what they want and need.
Improving your knowledge of annuities as an agent is simple: read the contract. Don’t rely on the marketing material, read the hard words.
Here’s what you can do with risks: you either assume it, remove it, reduce it, or transfer it. Annuity allows you to transfer risks.
"These are investments to a degree, but most annuities are risk management tools. There are a few things you can do with risks: assume it, remove it, reduce it, or transfer it… Transfer the risk, that’s what annuities do. Fixed annuities are all about guarantees." — John Olsen
Check out John Olsen’s books here: https://www.amazon.com/John-L-Olsen/e/B011PP1LBK/
Connect with John Olsen:
Website: http://olsenannuityeducation.com/
LinkedIn: https://www.linkedin.com/in/john-olsen-clu-chfc-aep-ba551217/
Facebook: https://www.facebook.com/john.olsen.165
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
317 bölüm
Manage episode 426710477 series 2798004
In this episode, The Annuity Man and John Olsen discuss:
The suitability approach and consumer trust
How the annuity industry can be better
Approaching people who hate annuities
Risk management and risk transfer
Key Takeaways:
There is a considerable certainty that companies out there are determined to give the right product to their clients.
If you’re looking for a solution for your client, the agent should be able to show 3-10 companies that could get the client what they want and need.
Improving your knowledge of annuities as an agent is simple: read the contract. Don’t rely on the marketing material, read the hard words.
Here’s what you can do with risks: you either assume it, remove it, reduce it, or transfer it. Annuity allows you to transfer risks.
"These are investments to a degree, but most annuities are risk management tools. There are a few things you can do with risks: assume it, remove it, reduce it, or transfer it… Transfer the risk, that’s what annuities do. Fixed annuities are all about guarantees." — John Olsen
Check out John Olsen’s books here: https://www.amazon.com/John-L-Olsen/e/B011PP1LBK/
Connect with John Olsen:
Website: http://olsenannuityeducation.com/
LinkedIn: https://www.linkedin.com/in/john-olsen-clu-chfc-aep-ba551217/
Facebook: https://www.facebook.com/john.olsen.165
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
317 bölüm
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