OHLSON GROUP AGENT INCENTIVES

Safe Money Places Marketing System

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 Producer Bonus

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”.

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.