The Ohlson Group already has a transition plan in motion. No, I am not going anywhere any time soon. But, my sons, Nick Ohlson CLU, ChFC and Joe Ohlson LUTCF are my partners and they will eventually own our IMO. So, we are continually planning for the future with the "new tools” while always keeping to the bedrock that has been the dogma of our firm since 1975... Service, Credibility, Integrity and Profitability (SCIP). So, let me get to the point and what it could mean to you.
We are interested in aligning ourselves with independent life and annuity organizations around the country that want to keep their independence... AND have an exit strategy. We have all the products that you will need, a time saving and cost cutting back office to increase your profitability, and the ability to equip your organization with state of the art web-sites, digital marketing and training to assist them towards their goals.
Bottom line... I have no idea as to whether or not this is of interest to you. But, since we have been approached by other successful agencies, we felt that we should reach out So, if interested, give us a call at 877-844-0900 and request a phone appointment with one of my partners Nick or Joe. If there is an interest, we will schedule a conference call and talk. I have been doing this for a long time, and know what it takes to make this work. I would be honored to speak with you.