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John Olsen: Annuity Royalty Shares Wisdom (TAM Classic)

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Manage episode 426710477 series 2798004
Kandungan disediakan oleh The Annuity Man. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Annuity Man atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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!

  continue reading

320 episod

Artwork
iconKongsi
 
Manage episode 426710477 series 2798004
Kandungan disediakan oleh The Annuity Man. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Annuity Man atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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!

  continue reading

320 episod

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