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


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

What makes you different? - LifeHealthPro - Click here to read

New life settlement options are a win-win for insureds and heirs - LifeHealthPro - Click here to read

Winning Hearts & Minds - Life&Health Advisor - Click here to read

10 goals for marketing success - LifeHealthPro - Click here to read

Millennials aren't saving a dime - CNN Money - Click here to watch

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

Today’s Widows Still Need Life Insurance - INN Blog - Click here to read

Mediciad Asset Protection Plan Causes Ohio Judge To Tell Ohio Medicaid to "Follow the Rules" or Lose Federal Funding, Opines - INN - Click here to read

‘Retirement Expectations’ a Casualty of the Great Recession - Life&Health Advisor - Click here to read

Most Popular Financial Product... Savings Accounts? - Life&Health Advisor - Click here to read

The smart way to double your nest egg in 10 years - CNN Money - Click here to read

Click Here for More
Industry News Articles

Carrier Updates


Carrier Updates:

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: Product Training Required BEFORE Annuity Solicitation - Click for details

EquiTrust: Earn an extra $10,000 with EquiTrust with their Producer Bonus Incentive - Click for details

EquiTrust: Rate Change For Annuities - Click for details

EquiTrust: Website Access Just Got a Whole Lot
- 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: Forecare ... a fixed annuity with long-term care benefits - Click for details

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



Click the Links Below for:


Training Videos

Click the Links Below for:

Marketing Resources

Marketing Resources

  • White Papers

  • Research Reports

  • Recorded Webinars

  • Prospecting and Selling Tips

Click here for marketing resources