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


IRS Clarifies IRA Rollover Limitation - Accounting Today - Click here to read

Retirement Is Not A Feeling - Financial Advisor - Click here to read

Majority of Workers Feel Responsible To Save For Their Retirement - Life&Health Advisor - Click here to read

Map "Quests" - Life&Health Advisor - Click here to read

Americans Tap Retirement Savings And Regret It - -
Click here to read

Cost of Future Retirement Income On The Rise - Life&Health Advisor -
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Despite Multiple Pressures, “Sandwich Generation” Lags Behind Younger and Older Counterparts in Financial Discipline - Life&Health Advisor -
Click here to read

U.S. Teens Rank ‘Average’ In Financial Capability - Life&Health Advisor - Click here to read

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Industry News Articles

Carrier Updates


Carrier Updates:

American National: Express Underwriting - Click here for details

American National: A.M. Best Affirms Ratings of American National Insurance Company -
Click here for details

American National: Introduces Benefit Riders - 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: Great Changes to Income150+  - Click here for details

Forethought: Product Minimum Changes -
Click here for details

Guaranty Income Life:
LTCi Strategies
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ING: An Alternative to Bank CDs Brainshark Webinar - Click here to watch

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

NAFA: Webcast - Annuity Sales Secrets – What you Need to Know to SELL MORE! - Click here to register

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



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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