October 2004  

From The Desk Of Pat Wedeking

Hello Friends,

Wow, what a terrific 2nd Annual Only Financial Group Direct Response Sales Summit we had!  Brad summarizes it well here. 

Many thanks go out from our team to yours for those of you who attended. We love our OFG Family, and you are a big part of that. For those of you that missed it this year, that may have been a mistake. No problem, we can work with mistakes and overcome them, but not to have been at this meeting…well – we’ll get you there next year huh?  Certainly we would welcome you like family. 

Look for great things from our company and the producers that were there as a result of the ideas shared. 

One thing we talked about at the Summit was this OFGzine...

Here is what's coming...


My Best Idea?
By Rich Reed

Pat Wedeking – whose judgment I sometimes question – asked me to contribute one of my best selling ideas to the OFGzine, so that’s what this purports to be... 

I started off by making a list, and then I realized that all the ideas on my list were someone else’s, stolen by me over the course of the last few years. From that I realized that my best idea is...

Click Here to Read the Full Version....


Brad's Bits
              To Meet The Guru

It IS the correct analogy.  OFG agents, staff and national vendors departed on Thursday September 30th to converge on the “mountain top”, the mile high city of Denver, Colorado.  There they visited the “gurus” of direct response selling.  There they met the vendors and leaders reshaping the insurance industry.  Who attended?

Click Here to Read the Full Version...


Greatest Hits Archive
Notes From A Rookie
By Travis Phillips

Background

About 14 months ago I knew that I was going to have to move to San Francisco, find a new job, or scarier yet, a new career.  I was working for one of the most successful Internet companies in the world and we were in trouble – as good a niche as we had, we were bleeding and I saw the writing on the wall.  My best chance to stay with this company was to move to San Francisco - I wasn’t willing to do that and I knew, even if I did move, that my chances of having a job with them six months out was slim.

So, what next? At the time I had a 2-year-old child and my wife was eight-and-a half months pregnant with our second.

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

Special Note on Pop-up Blockers

Q: I’m not getting my pop-ups in LeadBoss. What’s wrong?

A: There are two things that could be occurring:

        1. You have a popup blocker on

        2. You are behind a firewall.

Generally blocking of pop-ups is due to the first reason – you have a pop-up blocker activated on your machine. Therefore, in order to use LeadBoss properly, you need to disable your popup blockers (see below). This should allow you to view all popup boxes within LeadBoss.  

If you have disabled your pop-up blocker and still cannot get pop-ups or access specific pages within LeadBoss (“Page cannot be displayed..”) you may be behind a firewall. If you determine you are behind a firewall, you will have to circumvent the firewall by placing your machine outside this firewall or by programming the firewall to allow for pop-ups or access to www.leadboss.com in general.

The most critical popup boxes include those that occur when a Lead Status is changed (change annual premium, set a reminder, and indicate a note), when you set a Call Log, and when reminders occur.

Q: How do I turn off my popup blocker?

A:   There are numerous popup blockers so it is difficult to give instructions on how to turn off everyone available. However, most virus protection programs (McAfee, Norton, and others) come with popup blockers. If you have a virus protection program, you MAY be able to disable the popup blocker by right clicking on the icon in the lower-right tool bar, selecting “Properties” and then clicking or selecting “Turn off Popup Blocker”, “Allow Pop-ups”, “Allow pop-ups from this site”, etc. 

You will also want to make sure that if you have a pop-up blocker that you “allow for scripting”. This will be in the “Properties” section of the virus protection or pop-up blocker software. You generally RIGHT click on the icon to access a program’s “Properties”. 

If you have Windows XP or Windows XP Professional and have downloaded the “Service Pack 2”, this will install a popup blocker that will allow you to easily control what pop-ups you want and which you don’t. If you have Windows XP or Windows XP Professional AND the Service Pack 2 downloaded, you will see “Pop-up blocked. To see this pop-up or additional options, click here…” This will allow you to fully control which pop-ups you want to see and which you do not.  

NOTE: We HIGHLY RECOMMEND downloading the Service Pack 2 if you have Windows XP or Windows XP Professional to allow for and control LeadBoss pop-ups.
 


Contact Us

Only Financial Group
Bellevue, Washington
1-866-INS-ONLY


For Questions By Email:

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Purchase Leads
Admin and Status

To Learn More About Our Services,
Please Visit Our Websites:

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Only Financial Group
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"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

Coffee Is For Closers
By Randy Taylor

POWER PHRASE AND CLOSING QUESTION SUMMARY

TRIAL CLOSING QUESTIONS

  • Is That What You are looking for?
     

  • Can you see how that will help you?
     

  • Do you see the advantage of locking in the rates before they might go up?
     

  • Is that premium comfortable for you?
    Does that make sense?

Click Here to Read the Full Version


Document Share

Each month we will post useful documents for everyone to share.  This month we offer the 'Automatic Upsell Document'.

Download Document Here


Please Join Us For Our Biweekly Teleconference's

iShare

 A monthly teleconference of the nations top producers in the Direct Response Market.

Next Teleconference

Thursday
October 14th
at 12:00 PST


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
October 28th
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


Lead Management Headaches?

Looking for an online lead distribution, management and tracking system? Look no further.

Check out LeadBoss, OFG's Lead Management System


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


Archived Ezines

Missed an Issue?

No Problem!  All previous issues of our Ezines are available online.

Click Here to View Archives


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