Learn How We Help You Be Even More Successful

We have all your needs covered from annuity leads to case design with a firm that believes your success is our success.

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Our Firm Operates Under the "SCIP" Philosophy.

Service

​We are here to help you at every step during the sales cycle. Our team will help you find the best products for your clients, assist you in case design, and help you get your policies approved regardless of the premium size.
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Credibility

​Our word is our bond. There should never be a need to “translate” what we are saying because we believe in upfront and honest relationships. We always strive for long-term partnerships and friendships.
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Integrity

What you do when nobody is looking truly displays your character and morals. We will never overpromise and underdeliver. We will always be honest and straight with you no matter the situation.

Profitability

​Everyone needs to make a fair and meaningful profit ... which is why we offer our agents a Quarterly Commission Bonus. You shouldn't have to wait until Q4 to receive your well deserved bonus!

Discounted, Low-Cost, and Exclusive Annuity Leads

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.

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FREE Digital Marketing and Branding Services

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

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We Have All Your Annuity and Life Insurance Marketing & Sales Needs Covered

Ohlson Group strives to offer the best life insurance and annuity products on the market while providing the right agent tools, software, case preparation, and administrative support. ​Our firm is built with strong, personal relationships, so we only want the best solutions for you and your clients. We want to get to know you, discuss your business goals, and help you grow your business the way you envision

Our Products and Carriers

Our extensive carrier profile and product portfolio includes everything from FIAs and MYGAs to IULs and Term Life to Critical Illness and Final Expense.

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Case Design and Consultation

Our team will provide you with multiple product solutions, as well as the best products, assistance in approval, and help you get in front of more prospects.

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Meaningful Incentives

We want to reward you appropriately, so we provide our partners with access to free marketing services, quarterly commission bonuses, and referral bonuses.

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