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


Do retirees need long-term care insurance? - USA Today - Click here to read

What New IRS Rules Mean for Your Retirement Account -
US News
- Click here to read

Women & Money - Life&Health Advisor - Click here to read

Don’t Let Clients Fall Into A Beneficiary Form Trap - INN - Click here to read

Long-Term Care Update: 6 Trends to Watch - Financial Planning - Click here to read

Fixed Annuity Sales Rising in 2014, but Why Now? - ThinkAdvisor - Click here to read

Whole Life Sales Drive Positive 2Q - INN - Click here to read

Younger Adults Buy Fixed Annuities, Too - INN - Click here to read

What New IRS Rules Mean for Your Retirement Account - US News - Click here to read

Less Than Half Of Middle-Market Consumers Own Individual Life Insurance - INN - Click here to read

Women Showing Greater Commitment To Retirement Savings - INN - Click here to read

Click Here for More
Industry News Articles

Carrier Updates


Carrier Updates:

AIG: Important Rate Information  - Click for details

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

American National: Express Underwriting - Click for details

American National: Introduces Benefit Riders - Click here for details

Athene: ACTION REQUIRED: New Training Needed to Sell Athene Products - Click here for details

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

EquiTrust: Rate Change for Confidence Income Annuity - Click here for details

EquiTrust: We Help Make Your Index Annuity Sales ... SIMPLE - Click here for details

F&G: Summer Commission Increase for Our FIAs! - Click here for details

Forethought: Introducing Forethought SnapAppSM - Click here for details

Forethought: Great Changes to Income150+  - Click here for details

Forethought: Product Minimum Changes -
Click here for details

Guaranty Income Life:
LTCi Strategies
Click here for details

iPipeline: American National Adds New Signature IUL Product to iGO  - Click here for details

North American: Increased MYGA Rates - Click for details

North American: Important Rate Changes - Click for details

North American: Simplify the way you sign applications
with SimpleSubmit!
- Click here for details

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Carrier Announcements

For Email Newsletters you can trust

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



Click the Links Below for:


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