The Ohlson Group has its roots going back to 1975 when I opened a scratch career shop for American General Life in Indianapolis, Indiana. We have always placed a premium emphasis on serving our clients and advisors with a family owned/boutique-like level of service, attention to detail, marketing prowess and also the individualized approach we take to each of our agents/ advisors. I guess you could say a "tailor made" approach.
Well, as many of you know, I sold Ohlson and Associates in the early 90's and then was involved with a group that raised about $3 million and borrowed another $8 million to purchase Standard Life of Indiana (the predecessor to Guggenheim Life and Annuity). I came onboard to direct the marketing of Standard and the other eight US Life companies we purchased. I operated as the President of the Life Companies, Chief Marketing Officer of our Luxembourg and Bermuda offices and was involved in every form of capital raise from bonds to assisting the company when we took it public. So, fast forward, I was on the board of the holding company, we disagreed (they wanted to sell the insurance companies and get into a different industry) so I knew it was time to go as they were not going to renew my contract. So, what to do? Read on…
Five months after parting company, I re-opened The Ohlson Group. And now look, the succession plan is in place with my sons who will buy the company at some later date. Nick Ohlson CLU,ChFC is the Managing Director of our Chicago office and Joe Ohlson LUTCF heads up Indianapolis. I am a CLU, CRC and a Life Member of MDRT. I serve on the board of The Ball State University Insurance School and also serve on the Board of Trustees of one of Indiana's largest hospitals. My wife and partner Ann still works in the promotion and event side of our business. We got married right after college, have 3 great kids, a tremendous staff, good health and friends. Are we lucky or what? So, why should any of this matter to you?
We are just like you. We are a big family and we know that the most important sale made today was yours. Yes, I have had the not takens and charge backs. I had times when I wondered where the heck is the next sale coming from? We also know that these are very testy, confusing times.
We think that we just might be the best firm for you to associate with. While we might make a living marketing annuity and life products to financial professionals like you, we never forget that we work for you and we are in the client service business. When I look back, I still believe that it is treating agents with dignity and respect, listening to the agents problems and finding solutions and personal attention to detail that has made The Ohlson Group successful going back to 1975.
Let's face it, you can place your business anywhere. But, you can only get the Ohlson Effect here. Maybe that is why agents from coast to coast, continue to refer to us as... a different experience. Not a member of the family yet? Give us a call at 1-877-844-0900. I think our team can win you over.
Until next time... good selling!