Ohlson Group

Intended for Agent Use Only. Not for Use by Consumers.
Call us today at 1-877-844-0900

Ohlson Group
  • About
    • Company Overview
    • Our Services
    • Who We Are
    • Video Testimonials
  • Amplify Your Business
    • Safe Money Places Marketing Program
    • Agent Website
    • Email Marketing
    • Lead Generation
    • Agent Software
  • Products
    • Our Products
    • Our Carriers
    • Product Training
    • Request a Quote
    • Online Contracting
    • Product Searches, Quotes, and Forms
  • Incentives
  • White Papers
  • VIDEOS
    • Prospecting Tip Videos
    • Recorded Webinars
  • Members Only
    • Agent Portals >
      • Online Contracting
      • Firelight e-App
      • Email Marketing Login
    • Annuity Lead Resources
    • Product Searches, Quotes, and Forms
    • Safe Money Places Agents >
      • Client Videos
      • Consumer Guides
      • Presentation Material
      • Personalization Request
      • Safe Money Places Logos
    • Client Marketing Kits >
      • Wealth Transfer
      • Personal Pension Plan
      • Worry Buckets
      • 5 Financial Hazards
    • Agent Training >
      • Product Training
      • White Papers
      • Training Videos
      • Recorded Webinars
    • Business Resources
  • Blog
  • Quote
  • Contact

Financial Professional White Papers & Resources

Picture
Picture
FIA STRATEGIES FACT OR FICTION? 
​BY DR. JACK MARRION
The Ohlson Group commissioned Dr. Jack Marrion to write a follow up to his first white paper (Actual Results vs. Hypothetical Backtesting) on “New Index Strategies vs Strategies with a Long Track Record.
Download This White Paper

Picture
ACTUAL RESULTS VS. HYPOTHETICAL BACKTESTING  - BY DR. JACK MARRION
The Ohlson Group commissioned Dr. Jack Marrion to write an exclusive mine white paper on this very topic. As you probably know, Dr. Jack and Ray Ohlson have been involved in the development of annuity products for years. 
Download This White Paper

Picture
INTERNET MARKETING WHITE PAPER
Financial professionals can no longer afford to NOT be involved with digital marketing. But, the questions are always the same ... “Where do I start?” & “Who do I turn to?”

Learn How To:
  • Promote your website via internet marketing
  • Increase leads & traffic to your website
  • Utilize email and social media marketing
  • Use Facebook, LinkedIn & Twitter to help grow your business
  • Generate leads with Landing Pages
  • Promote your blog posts to help generate more traffic to your website
Download This White Paper

Picture
MARKETING PLAN OUTLINE
We developed a marketing plan outline specifically geared towards financial professionals that will help you improve your overall marketing strategy.

This Outline Covers How To:
  • Create a Market Overview
  • Write an Executive Overview
  • Determine your strengths and weaknesses
  • Evaluate the products you offer
  • Establish goals and objectives
  • Develop strategies along with action plans
Download This Outline

Picture
SEARCH ENGINE OPTIMIZATION (SEO) WHITE PAPER
Many people who have websites do not fully understand what SEO means, nor do they know how to begin implementing SEO Tactics and Strategies.

This White Paper Addresses:
  • Terminology you need to know such as metadata, page titles, page descriptions, and page ranking.
  • SEO Strategies to implement with your website marketing plan and increase visibility with search engines.
  • How to determine what your goals are with your website and how your website fits in with your marketing efforts.
  • Tips on how to write effective metadata  such as Page Titles and Page Descriptions.
Download This White Paper

Picture
BRANDING ENHANCEMENT OUTLINE
Competition comes from all aspects of the financial services business. You must compete with other financial professionals ... which includes retirement planners, insurance agents, investment, tax, legal and fee based arena.

This Agent Guide Covers How To:
  • Establish your Brand
  • Determine your Brand Position
  • Develop your Brand Vision Statement
  • Identify your Target Market
  • Reaffirm your Niche
  • Market your Brand
Download This Outline

Picture
THE AGENT'S GUIDE TO A BETTER LIVING
In short, I will show you how you can greatly increase your income without having to invest a ton of money into some too-good-to-be-true methods that haven’t stood the test of time.  
  • Reduce your operating costs
  • Improve your sales performance
  • Get a handle on your business and treat your business as a business
  • Develop a short-term and a long-term plan built on firm footings rather than on shifting sands
  • Improve your “digital appearance”
  • Have 51% or more of your income come from current clients and referred leads within 24 months
Download This White Paper
MORE AGENT TRAINING:
Picture
Sales & Marketing Tips Videos

Picture
Sales & Marketing Tips Webinars

Picture
Sales & Marketing Tips Blog

    Questions?

Submit
CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now
QUICK LINKS:
Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services
Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers
Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources
THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS 

The Ohlson Group, Inc. 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, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. 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 info@ohlsongroup.com. The Ohlson Group, Inc., (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 Inc, and or Raymond J. Ohlson CLU, CRC is licensed to do business in all states except New York.

Privacy Policy
​

STAFF LOGIN

Copyright © 2021 The Ohlson Group, Inc. All Right Reserved.