From The Desk Of Pat Wedeking
Hello
Friends,
 Another edition of the
OFGzine?! We just ooze with value added information for you…we care about you,
we care about your success and we care about our relationship.
We only make money when you
do. Our interests are perfectly aligned.
Plug in. Use these tools
we’ve identified, get involved in our telephone conversations and put all your
business right here.
A lot happening around here
as we stay focused on the tasks at hand. As you plug in you will find tools that
increase your take home income and people that you enjoy working with. Ask us
about some of these exciting things:
- Our families
- The new, awesome, direct
mail program
- Hire an assistant for free
– Event based Emails
- The easiest impaired risk
path in the industry
- Leads, oh wonderful leads
Read the Rest of this Article....
|
|
Design a Lifestyle
By
Susan T.
As a mother of
five, (yes, I said FIVE!) the appeal of working from home and having the
flexibility to set my own hours and still make an honest living, was a
opportunity to good to pass up. So with a little shove from my husband, the
other insurance agent in the family, I started my business. I converted the
gone-to-college girl’s room into my office. In one quick trip to my favorite
warehouse store, I got a new multi-function (copier, fax, scanner) machine, desk
chair, and phones with headset (a must!). And the business was born. Since then
I added a second phone line, a postal scale, printed some stationary and other
miscellaneous office supplies. I can’t think of too many other start-up
businesses with such a modest capital investment on the front end.
I took advantage of all the training that OFG had to offer –
iSeminar, Leadboss Demos, iForum, and iShare. I use the suggested phone script.
And I began using the packet materials also supplied in the training. Since
then, I have prettied them up just a bit; with a design background etc.—it was
inevitable that I would put my personal touch on them.
Click Here to Read the Full Version.... |
|
Brad's Bits
A Barrier to Entry?
There are a few challenges that always come into
play with agents who decide to work in direct response selling. The
most commonly sited challenge is lack of money, but that’s not the
first most fundamental challenge to overcome.
The first challenge new agents face, the REAL
barrier to entry, is an agent’s mindset or paradigm. I’ll start with a
recent story. A successful lead buyer with agents indicated that they
noticed the leads they purchased from us enjoyed lower conversions than
in the past and as compared to other leads they had purchased recently.
We asked if the leads coming from us were delivered to the agents just
as before and formatted to look like all the other leads. The answer
should have been “yes”, that they looked the same as all other leads
(they were using leadboss but printed off leads), but after some
investigation the answer came back “no”. Recent leads had been
delivered to agents in color stock, not white as in the past. The color
of the stock was changed back to white, as it had been before, and
matching all the other leads. Conversions moved back up to the
previously high levels.
Click Here to Read the Full Version...
|
|
Greatest Hits Archive
From the Desk Of..10/03
By Pat Wedeking
Greetings from the Great Northwest on a fall evening
late at night with the wind blowing and light rain hitting the window.
The wind is blowing…the trend is clear. Consumers
are buying in a more direct fashion. Life Insurance is not only a part of that,
but is, in fact, one of the leading products sold in an increasingly direct
fashion.
Direct to the carrier? No. Direct to the producer!
Because consumers are demanding it; carriers are accommodating and now embracing
this market. Exam companies love it and report up to half of their business is
from our niche. Processes are being refined to fulfill the public’s demand for
quality life insurance that is easy to understand and delivered professionally.
- $12
Billion of life insurance premium sold last year; $3.5 Billion of term
insurance.
- 30% of
consumers say they plan to purchase or replace their life insurance in the
next 2 years!
- 10,000
people a day turn 50 years old (Have money, will buy life insurance).
-
Americans are dangerously underinsured.
- The
average consumer buys life insurance 7 times.
Click Here to Read the Full Version...
|
|
 
LeadBoss Q&A
What Is LeadBoss?
Click Here For More Info
Download the LeadBoss
Summit Session Notes Here
Q: Sometimes when I try to
order a paramed, I get an error. How can I prevent this from
happening?
A: There are several
reasons why this could be happening. The one that you have a direct influence
over is ensuring that the correct data has been entered into the lead. Generally
the leads that tend to have more problems are those that are manually entered
(either “off the street” or as a “spouse/child”). The reason for this is that
oftentimes not enough data has been input into the lead. Therefore, if you get
an error when trying to ORDER a paramed (NOT WHEN YOU CLICK “CHECK STATUS”) be
sure to go into the “Client Detail”, “Product Detail”, and “Policy Info” tabs
and check that all the required data has been entered. This required data is as
follows:
Client Detail:
-
Full
name
-
address
-
birth
date
-
gender
-
height
and weight
-
home
phone number
Product Detail:
And confirm this data on the Policy Info tab:
If you
continue to get an error when attempting to order a paramed, please contact me –
David Penhallegon at
DavidP@OnlyFinancial.com
Q:
Sometimes I
get an error when I click the paramed “check status” button in the Business
Partners tab. Why is this occurring and how do I prevent this?
A:
This often occurs when you
click this button just after ordering the exam or if you click it within 24
hours. ExamOne’s system requires 24 hours to “post” an update. Occasionally, if
you click this button within 24 hours, you will receive this error. Simply
return to this area in LeadBoss after a few hours and try again. You cannot
“harm” the system or process by clicking “Check Status” even if this error is
received. If this error occurs for more than 48 hours, please contact me –
David
Penhallegon at
DavidP@OnlyFinancial.com
|
|
 |
|
"Getting to Know Each Other"
Each month we will profile different
members of the OFG Team. This month, please click on the link
below to....
|
|
Sales Corner
WANT TO SELL MORE ROPTERM? IT’S SIMPLE, JUST ASK.
by Robert A. Miller, CLU ChFC MSFS
Director of Marketing
AIG Life Brokerage
Download
Article Here
(Right click on link and select 'save target as'
to download to your computer)
|
|
Document Share
Each month we will post useful
documents for everyone to share. This month we offer the 'Quick
App Plus'.
Download Document Here
(Right click on link and select 'save target as'
to download to your computer)
|
|
Please Join Us
For Our Biweekly Teleconference's
iForum
"Engineered To Make You Money"
A
monthly teleconference of vendors, carriers and the nations top producers in
the Direct Response Market
Next Teleconference
Thursday
Nov 11th
at 12:00
PST
iShare
A
monthly teleconference of the nations top producers in the Direct Response
Market.
Next Teleconference
Thursday
Dec 2nd
at 12:00 PST
Open to all
Only Financial Group vendors and agents.
For those
wishing to sit in, contact Brad from OFG at:
reminder emails will be sent
with access number
|
|
Impaired
Risk through
OFG
Easy as
ABC, 123
Has your client been Declined, Postponed, Rated or Refused?
|
|
OFG Press Releases
Take a moment to read
through our press releases, and to learn more about our exciting
services and products which will increase your bottom line!
Press Release Archive |
|
