Looking for a New IMO That Actually Helps You?

Our field marketing organization has decades of experience helping independent financial services professionals stay successful, increase sales, and improve profitability. 

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3 Reasons Why Ohlson Group Is... a Different Experience

Leverage Our Limited Distribution Products

Get the best of guaranteed fixed OR indexed interest crediting with a COMBO FIA & MYGA product from a new carrier. After 3, 5 or 7 years your client gets the best of either the Guaranteed fixed Interest Crediting (MYGA concept) or Indexed Interest Crediting (FIA concept)!

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In-House Annuity Lead System Increases ROI

Generating annuity leads with a proper ROI can be difficult. We have a unique and effective annuity lead program centered around our consumer brand Safe Money Places, where we offer exclusive annuity leads at discounted costs. The more you write with us, the bigger the discount!

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Lucrative Quarterly Producer Bonuses

We don't make you wait until the end of the year to collect the money you deserve. That's why we pay each of our producers a quarterly bonus. Many agents use our quarterly bonus to fund their marketing efforts, cover operating costs, or take that well deserved vacation!

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Learn How We Can Help You Be Even More Successful

​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 FREE 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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Our Firm Operates Under the "SCIP" Philosophy.

Service

​We are here to help you at every step during the sales cycle. Our team will help you find the best products for your clients, assist you in case design, and help you get your policies approved regardless of the premium size.
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Credibility

​Our word is our bond. There should never be a need to “translate” what we are saying because we believe in upfront and honest relationships. We always strive for long-term partnerships and friendships.
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Integrity

What you do when nobody is looking truly displays your character and morals. We will never overpromise and underdeliver. We will always be honest and straight with you no matter the situation.

Profitability

​Everyone needs to make a fair and meaningful profit ... which is why we offer our agents a Quarterly Commission Bonus. You shouldn't have to wait until Q4 to receive your well deserved bonus!

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