Ohlson Group

Intended for Agent Use Only. Not for Use by Consumers.
Call us today at 1-877-844-0900

Ohlson Group
  • About
    • Company Overview
    • Our Services
    • Who We Are
    • Video Testimonials
  • Amplify Your Business
    • Safe Money Places Marketing Program
    • Agent Website
    • Email Marketing
    • Lead Generation
    • Agent Software
  • Products
    • Our Products
    • Our Carriers
    • Product Training
    • Request a Quote
    • Online Contracting
    • Product Searches, Quotes, and Forms
  • Incentives
  • White Papers
  • VIDEOS
    • Prospecting Tip Videos
    • Recorded Webinars
  • Members Only
    • Agent Portals >
      • Online Contracting
      • Firelight e-App
      • Email Marketing Login
    • Annuity Lead Resources
    • Product Searches, Quotes, and Forms
    • Safe Money Places Agents >
      • Client Videos
      • Consumer Guides
      • Presentation Material
      • Personalization Request
      • Safe Money Places Logos
    • Client Marketing Kits >
      • Wealth Transfer
      • Personal Pension Plan
      • Worry Buckets
      • 5 Financial Hazards
    • Agent Training >
      • Product Training
      • White Papers
      • Training Videos
      • Recorded Webinars
    • Business Resources
  • Blog
  • Quote
  • Contact

AGENT SALES AND MARKETING SOFTWARE

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WE EMBRACE TECHNOLOGY
It is very important for independent advisors to embrace modern technologies in order to stay competitive and to offer their clients and prospects the best service possible. We've selected to work with companies that offer great agent software that is very easy-to-use and provides you many benefits. We know that learning new technology and software can be a little overwhelming. Our marketers and affiliates will make sure you have a firm grasp on how to use all of our agent software. 

Please call us at 1-877-844-0900 if you have any questions about how to use our agent software.

MAKE DAILY BUSINESS ACTIVITIES EASIER, FASTER, and EFFICIENT

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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.
CONTRACT TODAY
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Product and Quote Searches

We want to provide you with all of the necessary product search engines, quoting tools, and form searches to make finding the perfect product as easy as possible. We only want the best products for you and your clients.
USE OUR PRODUCT SEARCH AND QUOTES
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Form Search

Search forms by:
  • State
  • Carrier
  • Product Type
  • Product Name
USE OUR FORM SEARCHES

Learn More About: 

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​MARKETING PROGRAM

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​LEAD GENERATION

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​WEBSITE DEVELOPMENT 

CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now
QUICK LINKS:
Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services
Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers
Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources
THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS 

The Ohlson Group, Inc. 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, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. 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 info@ohlsongroup.com. The Ohlson Group, Inc., (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 Inc, and or Raymond J. Ohlson CLU, CRC is licensed to do business in all states except New York.

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Copyright © 2021 The Ohlson Group, Inc. All Right Reserved.