Ohlson Group
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Annuity & Life Prospecting and Sales Tip Videos

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Watch Our Most Recent Videos

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Help Clients Refinance Their Retirement

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Annuity Industry Update from Joe Ohlson

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Watch Our Staff Favorites

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How to Use Hybrid LTC Policies to Protect Clients

Nick Ohlson, CLU, ChFC discusses why you should consider adding Hybrid LTC policies to your product portfolio to provide better service to your clients. For most clients, long-term care planning is essential for their financial health in retirement.
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How to Efficiently Work Digital Annuity Leads

Learn how to effectively work annuity leads, such as our in-house annuity leads, from Nick Ohlson CLU, ChFC. He has years of experience in the financial services industry and knows what makes successful agents close more sales.
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Learn About Our Marketing Services and Benefits

Joe Ohlson, LUTCF discusses why you should consider Ohlson Group to be one of your IMO Partners. We invest in your success by providing a suite of digital marketing services at no-cost to you and your profitability. We even provide annuity leads at cost! We believe in a true partnership, that our success is dependent upon your success!
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Quarterly Bonus: Increase Your Profitability

At Ohlson Group, we pay our producers a quarterly bonus. We don't make you wait until the end of the year to collect the money you deserve. Many agents use our quarterly bonus to fund their marketing efforts, cover operating costs, or take that long deserved and overdue vacation.
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Learn Why Ohlson Group... A Different Experience

Learn more about Ohlson Group, how we grow up in the business, why we started The Ohlson Group, what we do for life and annuity financial professionals, and why our firm is different from many IMOs out there.
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Learn About Our In-House Annuity Lead System: Get a Great ROI with Our Exclusive Leads

Learn how Ohlson Group's exclusive annuity lead system works, how we generate leads, how we target prospects, and why our system is unique from other annuity lead sources.
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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
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Agent Training:
Sales Tip Videos
Agent Guides
​Marketing Blog
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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