Ohlson Group
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  • Marketing
    • In-House Annuity Leads
    • Agent Websites
    • Marketing & Branding
  • Services
    • Our Carriers
    • Product Search Tools
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    • eApps
  • Incentives
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    • Request an Illustration
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Learn About Our Services

Let's Chat

We Have All Your Annuity and Life Insurance Marketing & Sales Needs Covered

Ohlson Group strives to offer the best life insurance and annuity products on the market while providing the right agent tools, software, case preparation, and administrative support. ​Our firm is built with strong, personal relationships, so we only want the best solutions for you and your clients. We want to get to know you, discuss your business goals, and help you grow your business the way you envision.

 Products, Services, & Incentives

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Our Products and Carriers

Our extensive carrier profile and product portfolio includes everything from FIAs and MYGAs to IULs and Term Life to Critical Illness and Final Expense.
View Carrier and Product List
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Case Design and Consultation

Our team will provide you with multiple product solutions, as well as the best products, assistance in approval, and help you get in front of more prospects.
Let's Build Your Next Case
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Meaningful Incentives

We want to reward you appropriately, so we provide our partners with access to free marketing services, quarterly commission bonuses, and referral bonuses.
Learn More

Product Search & Quote Tools

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Annuity Rates and Quotes

Find the best annuity products for your clients. Get real-time MYGA and FIA rates and up-to-date product in the industry. We use their tools to create amazing illustrations for you and your clients.
Compare Rates
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Life Insurance Search & Quotes

Get all of your life insurance needs met with one product search and quoting platform. Compare the best life insurance products and rates based upon term lengths, death benefits, and riders. 
Search Products
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Final Expense Quotes

Compare rates from the best final expense rates and companies in the business. Search based upon benefit, age, State, tobacco use, and gender. Get a quote for your next case today!
Get a Quote

Online Contracting & eApps 

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Easily Contract with Multiple Carriers Online

Get contracted easily and quickly with several carriers at once through their automation solution and platform. Gain access to 750 insurance carriers to cover your product portfolio needs. 
Get Contracted
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eApps for Annuities & Life Insurance

Use this eApp platform to simplify your application process to help reduce clerical errors to help ensure your cases are approved and processed seamlessly. It's basically a built in "app scrubber". 
Submit eApps

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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THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

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.

​Privacy Policy
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