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John Olsen: Annuity Royalty Shares Wisdom (TAM Classic)

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Manage episode 426710477 series 2798004
Inhoud geleverd door The Annuity Man. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The Annuity Man of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 afleveringen

Artwork
iconDelen
 
Manage episode 426710477 series 2798004
Inhoud geleverd door The Annuity Man. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door The Annuity Man of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 afleveringen

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