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Waves of Change

by Raymond J. Ohlson, CLU

Formats

Softcover
$19.95
Softcover
$19.95

Book Details

Language : English
Publication Date : 1/29/2009

Format : Softcover
Dimensions : 6x9
Page Count : 172
ISBN : 9781438949079

About the Book

When the waters get rough, you need a navigator you can trust...

Ray Ohlson’s new book, Waves of Change, reveals unique insights to help advisors and their clients stay afloat in 2009.

The financial services industry is experiencing turmoil. Clients are concerned,

companies are apprehensive and advisors are wondering what to do next.

Discover a positive resource that is designed to inform and motivate both new and

seasoned advisors. Entertaining and loaded with down-to-earth instruction, Waves

of Change covers dozens of subjects, including “playing it safe” to “maximizing the

tranquility of retirement” – business planning tips you can employ immediately.

Ray helped an insurance company that started with no products, no agents and no

rating, grow to over 10,000 agents, $1.5 billion in assets, and a five-year growth rate

in excess of 50%.

About the Author

Mr. Ohlson entered the insurance business while completing his Bachelor of Science Degree at Ball State University.  He quickly qualified for the Million Dollar Round Table (MDRT) of which he is a Life member.  He received his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania.  Mr. Ohlson sold his organization in the early 90’s to join a start up life insurance holding company and launched that company’s marketing initiative.  Mr. Ohlson’s experience, marketing prowess, unparalleled success and respect in the financial services business set him apart from most marketing organizations.

 

Mr. Ohlson served for 10 years as president of one of America’s fastest growing annuity companies.  He helped that company grow from no products, no agents and no rating to over 10,000 agents, $1.5 billion assets and a five (5) year growth rate in excess of 50%.

 

Mr. Ohlson also served as Chief Marketing Officer of the holding company and was responsible for directing the marketing effort of their European and Bermuda companies.  The location was different, but the results the same.  A “scratch” operation that developed into a “real player” in the offshore business.

 

Mr. Ohlson has been involved with, or had responsibility for, most aspects of an insurance company’s operation.  He’s been involved in everything from product design and pricing to new business and policy owner service.  But, most of all, Ray takes his greatest pride in being an agent.  

 

Mr. Ohlson serves as Vice Chair of the St. Vincent Carmel Hospital Board of Trustees as well as serving on the Advisory Board of The Center for Actuarial Science, Insurance and Risk Management at Ball State University. He is also the incoming President of the Central Indiana Society of Financial Services Professionals.