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

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Training Videos

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:
1-877-844-0900


Click Here to Watch
More Videos

News You Can Use

News-You-Can-Use

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

Congress Set To OK Multi-State Licensing For Insurance Advisors - Financial Advisor - Click here to read

65 No Longer the Magic Age for Retirement - Life&Health Advisor - Click to read

How Women Can Protect Assets From Unexpected Divorce and a Lower Standard of Living in Retirement - Main Street - Click here to read

Limra: Life Insurance Sales in US Rise 4% in Third Quarter; Indexed Universal Life Shines - A.M. Best - Click to read

Get it in writing: Proper documentation is key when it comes to annuity sales - LifeHealthPro - Click here to read

3Q Individual Life Premium Up 4% - INN - Click here to read

Retirement Savers Opt For Safety - Financial Advisor - Click here to read

Financial abuse a growing problem as population ages - INN - Click here to read

Four out of Five Americans Fail Financial Longevity Quiz - INN - Click here to read

America: The best place to put your money - CNN Money - Click here to read

"The Holiday Networking Bump" - By Max Bolka - Click here to read


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Industry News Articles

Carrier Updates

Products-and-announcements

Carrier Updates:

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

EquiTrust: Important Changes Regarding Required Product Training - Click here for details

EquiTrust: Product Training Required BEFORE Annuity Solicitation - Click for details

EquiTrust: Website Access Just Got a Whole Lot
Easier!
- Click here for details

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

F&G: A.M. Best Affirms Ratings of Fidelity & Guaranty Life Holdings, Inc. and Its Key Life/Health Subsidiaries - A.M. Best - Click here to read

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

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

Click Here for More
Carrier Announcements


The Ohlson Group, Inc. BBB Business Review

Watch Our Company Overview Video Below

Agent Tools

Product Searches

Product Searches & Quote Requests

Click the Links Below for:

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

Questionairres

Questionnaires

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Questionnaires

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