Ohlson Group
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Digital Marketing Services for Financial Professionals

Partner with Ohlson Group to get your digital marketing needs met for FREE!
Let's Chat

Discounted, Low-Cost, and Exclusive Annuity Leads

Annuity Lead Overview Video

Watch Our Video to Learn More About Our In-House Annuity Lead System with an Amazing 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 leads at reduced costs.
Learn More

Professional Branding and Client Educational Content

The Safe Money Places Agent Network helps agents acquire the essential branding they need to be competitive in today's marketplace. Stay independent with affiliation of a national brand that revolves around our consumer website www.safemoneyplaces.com
Safe Money Places Agent Network Logo

Key Benefits

>   Client guides & educational handouts
>   Client educational videos

>   Access to discounted annuity leads
>   Use of the Safe Money Places Agent Network Logo

>   Business stationary (business cards, brochures, etc)
Learn More

Get a Free Personalized Agent Website

If you don't have a website, you are missing out on key opportunities. High net worth prospects are very likely to Google you first, check out your website, search for reviews, and conduct their own research regarding the solutions you are offering. You need a website that addresses your prospects needs and convinces them to work with you.
Website Example

Key Benefits:

  • NO FEES for setup or monthly website hosting
  • Quick and simple setup
  • Pre-loaded with exclusive client educational content
  • Desktop, tablet, and mobile friendly website design
  • Helps to build your credibility and trust with prospects
  • Can be personalized for your business
Learn More

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
Marketing Program
Lead Program
Online Contracting
Agent Training:
Sales Tip Videos
Agent Guides
​Marketing Blog
Product/Carrier Training
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.

​Privacy Policy
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