Ohlson Group
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    • In-House Annuity Leads
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At Ohlson Group, We Believe Long-Term Success Starts with Strong Relationships

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Insurance Field Marketing Organization

Learn Why Ohlson Group is... a Different Experience

Ohlson Group is an insurance marketing organization dedicated to meeting the distribution, sales, marketing, and administrative needs of life insurance and annuity financial professionals and insurance companies. Our independent field marketing organization operates under the "SCIP" philosophy. "SCIP" stands for Service, Credibility, Integrity, and Profitability. We believe SCIP needs to be present for EVERY participant in EVERY business transaction. Your success is our number one priority!

Key Agent Portals

Online Contracting
eApps
Product Search & Quoting Tools

Increase Your Sales and Profitability

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 In-House Annuity Leads

Our annuity lead system generates leads at cost to provide you with affordable, exclusive, search-based internet leads with a higher ROI than other lead vendors.
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Products & Consultative Services

We’ve handpicked the products and carriers to give you the best options for your clients. Our amazing back-office and case design is here to support you at every step.
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​Free Marketing Services

​Make a good impression with clients online by taking advantage of our free marketing services, such as our personalized agent websites, client guides, and videos.
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Annuity and Life Insurance Prospecting and Sales Tips

Search Our Website to Find More Info, Tips, and Sales Ideas

Contact Information

Office Address:
​The Ohlson Group
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Phone: 1-877-844-0900
Fax: 317-844-4422

Quick Links

Marketing & Tools:
Product Searches
Marketing Program
Lead Program
Online Contracting
Agent Training:
Sales Tip Videos
Agent Guides
​Marketing Blog
Product/Carrier Training
Members Only:
Back Office Support & Tools 
Client Marketing Kits
Product & Carrier Training
​Annuity Lead Training
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS 
The Ohlson Group LLC provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group LLC neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group LLC does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to [email protected]. The Ohlson Group LLC, (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.

The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.

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Copyright © 2025 The Ohlson Group LLC All Right Reserved.
  • About
  • Marketing
    • In-House Annuity Leads
    • Agent Websites
    • Marketing & Branding
  • Services
    • Our Carriers
    • Product Search Tools
    • Online Contracting
    • eApps
  • Incentives
  • Resources
    • Marketing Blog
    • Agent Guides
    • Sales Tip Videos
    • Request an Illustration
  • Contact