OHLSON GROUP AGENT INCENTIVES

Safe Money Places Agent Network

Associate Level Benefits:
​(Requirement: $100,000 Annuity | SPL Premiums OR $10,000 Target Life per Quarter)
  • ​Safe Money Places Booklet (PDF)
  • Lead Generating Landing Pages
  • SMP Agent Locator Profile
  • ​Client Presentations
  • Fact Finders | Agent Scripts
  • Content for your website
  • Personalized Agent Website 
  • Client Email Newsletters
  • Safe Money News (E-Magazine / PDF)
  • Client Educational Videos
  • Consumer Guides 
  • Client Storyboards​​​
Partner Level Benefits:
​(Requirement: $250,000 Annuity | SPL Premiums OR $25,000 Target Life per Quarter)
  • ALL Associate Level Benefits PLUS
  • Automated Email Drip Marketing
  • Quarterly Marketing Reimbursement 
  • AssessBEST Software (DOL Compliant) ​

Quarterly Marketing, Administrative, and Compliance Allowance

That’s right, you have 4 chances to qualify for The Ohlson Group’s Quarterly Allowance Program ... unlike most IMOs that distribute their incentives at the end of the year and on a calendar basis, we distribute our allowances quarterly.

We think this is more fair. Why? Because real life doesn’t always operate on an ‘annual basis’ ...
  • What if you start midyear with a firm? Will you have enough time to hit “the bulls-eye”?
  • What if you have a slow quarter due to vacations, travel, sickness or the economy? With the Ohlson Group, we start the clock each quarter so you're still in the game.
  • What if you don’t like your IMO… or you just want to move? With most IMOs if you are not active on 12/31 ….sorry no bulls-eye. At the Ohlson Group, we put our money “where our bulls-eye is”. We must continue to be ... a different experience or you can leave. And, since we distribute allowances every quarter, you'll leave with “the bulls-eye”.

Fast Start bonus for new agents

Welcome Aboard ... and as they say in Indianapolis, Start Your Engines! That's right, we want to get you out of the pits as quickly as possible. So here is the deal- simple and straight forward ...
  • We will give you an extra $100 for EACH life or fixed index annuity application written with The Ohlson Group.
  • Qualification Period: Within the first 90 days of your FIRST Contract
  • Easy ... write 10 cases, and we will give you $1000 ... after the cases pay.
  • There is no limit on the number of cases or prize money.

There are only a few rules:
  • Qualifying Products: Fixed Index Annuity (FIA), Single Premium Life (SPL), and Life Insurance
  • FIA and SPL premium must be a minimum of $25,000
  • Periodic Premium Life must be a minimum target premium of $2,500

So, we invite you to hit the track ... our Ohlson Group "pit crew" is at your service.

*Agent must be appointed directly to The Ohlson Group at “street level”.
*Only one bonus per insured/client/owner.

Agent Referral Bonus Program

Give us the contact information of agents you know.
  1. Receive a $25 Gift Card for EACH good referral
  2. Receive another $25 when the agent contracts with us
  3. Collect .25% on ALL annuity and single premium life premium the referred agent writes with us for 24 months.* The more the agent writes with us, the more you collect
  4. INCREASE YOUR ANNUAL INCOME
*The Ohlson Group has the right to alter , modify or cancel any of these incentives at any time.