Ohlson Group
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Partner with Ohlson Group to get your branding and marketing needs met at no cost to you!

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Get FREE Agent Branding & Marketing Services

If you don't have a brand for your business, you can use our Safe Money Places Brand as your brand. You can place our Safe Money Places Logos on your business cards, website, and handouts. You keep your independence while providing your clients and prospects with a brand that represents trust and safety. ​Safe Money Places gives agents independence with sffiliation
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Personalized Agent Website

Whether you are looking to have a website for the first time, or you are looking to improve your current website, we have the perfect solution for you. We created "Safe Money Agent Websites" to give you a website that comes pre-loaded with very useful client educational material that will make you a Safe Money Authority. 

Client Educational Videos

Our client educational videos  cover many Safe Money Topics such as the "Personal Pension Plan" or "Wealth Transfer".  Some of our videos give an overview of how certain Safe Money Products, such as fixed index annuities, work and what benefits they offer.
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Personalized Client Educational Guides

Give your clients valuable information regarding many topics that affect their retirement planning. Our Consumer Guide cover the following topics: Annuities, Life Insurance, Safe Money Concepts, Wealth Transfer, Financial Tips and Strategies.

Lead Generating Landing Pages

Landing Pages are great ways to obtain leads. You can place links to your landing pages from your website, use in email marketing, and use for social media marketing. Each Landing Page comes customized with your contact info, profile picture, and company logo.
Learn More
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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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THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

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
    • Our Incentives
    • Commission Specials
  • Resources
    • Marketing Blog
    • Agent Guides
    • Sales Tip Videos
    • Request an Illustration
  • Contact