The Ohlson Group ... Your Independent Insurance Field Marketing Organization

Raymond J. Ohlson

Raymond J. Ohlson CLU, CRC
President and CEO of
The Ohlson Group, Inc.
A Lifetime Member of the
Million dollar Round Table

The Ohlson Group is a national insurance and financial services marketing and consulting firm dedicated to meeting the distribution, marketing, and administrative needs of independent advisors and insurance companies alike.

We are an independent, family owned boutique marketing organization loaded with talent, experience, and youth.

We can provide the finest products, marketing tools, and prospecting systems. The Ohlson Group offers you…a different experience


Training Videos


2 Minute Drill Videos:

Wealth Transfer Using Single Premium Life :
If your clients are considering wealth transfer, single premium life (SPL) could be one of the most efficient vehicles on the market today.
Click here to listen

SPLs Are MECs:
Single Premium Life Products (SPLs) are Modified Endowment Contracts (MECs) which are taxed in the same fashion as annuities.
Click here to listen

10 Minute Tips:

Safe Money Minute:

"10 Questions You Need to Ask Yourself "
Click here to watch
If you would like to obtain this video for your clients, please call us today at:

Click Here to Watch
More Videos

News You Can Use


Social Security reaches 75th anniversary of first monthly retirement check - InvestmentNews

Average 401(k) balance hits record $91,300 - CNN Money

Middle class families are on financial thin ice - CNN Money

Mindset is key to overcoming hesitation in sales prospecting, coach says - SmartBlog on Finance

Investors globally expect a 9 percent return on their portfolio - LifeHealthPro

How Much Can You Safely Spend in Retirement? - Wall Street Journal

Retiring boomers present annuity sales opportunities - BenefitsPro

Independent agents see direct channel as top competitive threat - LifeHealthPro

Four Trends in Non-Traditional Voluntary Benefits - Life&Health Advisor

Afraid To Admit That You Don’t Understand Social Media? - Life&Health Advisor

Retirement: What the new Congress has in store - USA Today

Senate passes national insurance registry - Investment News

Social Security Optimization - Life & Health Advisor

Easing Into Leisure, One Step at a Time - New York Times

Boston College Finds Comparative Rip-Off in LTCi Costs - Life&Health Advisor

New Product Designs Engineer Flexibility, Diversity - Life&Health Advisor

A Deeper Dive Into Chronic Illness Riders - INN

Nonretirees Seeking Sources Of Guaranteed Income - INN

3 Retirement Essentials Every Boomer Should Follow - Life & Health Advisor - Click here to read

House passes NARAB II broker licensing bill - Insurance Broadcasting- Click here to read

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Industry News Articles

Carrier Updates


Carrier Updates:

Athene: Athene Annuity (IA) Rates

AIG:Important Index Annuity Updates / Product Training Required - Click for details

American Equity: 2015 American Equity Convention - Explore. Experience. Enjoy - Click for details

American National: PARTIAL & FULL Accelerated Benefits Now Available! - Click here for details

Athene: Important Compliance Notice - Click here for details

Athene: NEW Athene Benefit 10 Now Available for Sale - Click for details

EquiTrust: Income For Life Rider Change Effective 2/13/15

EquiTrust: New Telephone Underwriting Interview Service for EquiTrust Life Insurance Products

EquiTrust: New Wealth-Transfer Alternative for Qualified Assets & Annuities! - Click here for details

Fidelity & Guaranty Life: TRAINING REQUIRED for Safe Income Plus -
Click here for online training

F&G: Webinar about 2 Products that offer great income and accumulation potential - Click here to watch

F&G: Sales Link How Tos - Click here for details

FGL: Internal Exchange Update - Click here for details

Forethought: Earn up to 9% commission and give your clients a 50% income boost

Forethought: Forecare ... a fixed annuity with long-term care benefits - Click for details

Guggenheim: February rates holding steady

Guggenheim: 2015 Sales Kit - Click here for details

Guggenheim: Retiring with peace of mind requires a strong retirement plan - Click here for details

Guggenheim: Preserve MYGA: Secure Your Clients Future - Click here for details

North American: Great News - Commission Special Continues - Click for details

North American Company
IncomeChoiceSM 10 Commission Special -
Click here for details

North American: NEW! Crediting Method with Volatility Control Index -
Click for details

Ohlson Group: Holiday Bonus Incentive - Click here for details

Phoneix: FamilyShield Annuity Sales Discontinued in Florida

SBLI: 8 Reasons Why People Do Business With SBLI - Click here for details

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Carrier Announcements

The Ohlson Group, Inc. BBB Business Review

Watch Our Company Overview Video Below

Agent Tools

Product Searches

Product Searches & Quote Requests

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Online Contracting

Online Contracting

  • Faster Contracting Process

  • Secure Access to Documents

  • Eliminate Delays

  • Encrypted Security Features

  • Become Instantly Contracted with multiple carriers

  • Get 20 Free Safe Money Places Brochures for signing up.

Click here to Sign Up

Form Searches

Form Searches

  • Search forms by:

    • State

    • Carrier

    • Product Type

    • Product Name

Click here for our Forms Search Engine

Financial Calculators

Financial Calculators

  • Retirement Planning

  • Savings and Investment

  • Financial Decision Making

  • Risk Planning

Click here to access our calculators

Social Security Calculators:

Agent Resources



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Training Videos

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Marketing Resources

Marketing Resources

  • White Papers

  • Research Reports

  • Recorded Webinars

  • Prospecting and Selling Tips

Click here for marketing resources