Ohlson Group

Intended for Agent Use Only. Not for Use by Consumers.
Call us today at 1-877-844-0900

Ohlson Group
  • About
    • Company Overview
    • Our Services
    • Who We Are
    • Video Testimonials
  • Amplify Your Business
    • Safe Money Places Marketing Program
    • Agent Website
    • Email Marketing
    • Lead Generation
    • Agent Software
  • Products
    • Our Products
    • Our Carriers
    • Product Training
    • Request a Quote
    • Online Contracting
    • Product Searches, Quotes, and Forms
  • Incentives
  • White Papers
  • VIDEOS
    • Prospecting Tip Videos
    • Recorded Webinars
  • Members Only
    • Agent Portals >
      • Online Contracting
      • Firelight e-App
      • Email Marketing Login
    • Annuity Lead Resources
    • Product Searches, Quotes, and Forms
    • Safe Money Places Agents >
      • Client Videos
      • Consumer Guides
      • Presentation Material
      • Personalization Request
      • Safe Money Places Logos
    • Client Marketing Kits >
      • Wealth Transfer
      • Personal Pension Plan
      • Worry Buckets
      • 5 Financial Hazards
    • Agent Training >
      • Product Training
      • White Papers
      • Training Videos
      • Recorded Webinars
    • Business Resources
  • Blog
  • Quote
  • Contact

Family business

9/19/2016

0 Comments

 
Picture
​Hi, I am Joe Ohlson – Managing Director of The Ohlson Group’s Indianapolis office. Election season is winding down – and our platform is stronger than ever! Many of you may know me and we have spoken and done business together.
 
But for those of you who don’t know me, please allow me to tell you a little bit about myself. Like my brother Nick, I grew up in the life insurance business. I can even remember going to my dad’s old office when he was president of a major US life insurance company with my sister and begging my dad to allow us to hold meetings. Keep in mind – we were only 7 or 8 years old –but dad and the staff humored us and let us hold a mock meeting. Who could have known then that I would one day be hosting real meetings with my dad and the team?!
 
Later, I attended and graduated Ball State University. During my time at Ball State, I interned at The Ohlson Group. Immediately after graduating I joined The Ohlson Group as a full-time employee. This was back in 2006. I can’t believe it has now been over 10 years since I have been working with my dad and brother and the rest of the team. I have been fortunate to have been mentored by my dad and older brother. Because of this, I was able to learn the business the right way.
 
Around 4 years ago, I attained the LUTCF designation and am now working towards obtaining my Certified Retirement Counselor designation. I realize in this business that education is key – and a lifelong process.
 
Finally, I would like to talk about our 2016 Safe Money Places Marketing convention that just wrapped up on Tuesday evening. We had over 50 agents from literally around the country fly in to Indianapolis for a full-fledged marketing bonanza. One of the key topics we covered was digital marketing.
 
We stressed that digital marketing is no longer an option – but a solid reality in today’s world. We showed agents statistics like this one: four-out-of-five boomers Google their advisor, their products and their services before meeting them. Also, we relayed the data that shows that over 90% of Boomers use the internet. AND – most importantly – that three-out-of-four Boomer aged consumers make a buying decision after doing online research.
 
These are all reasons that we strive to be the leader in digital marketing.
  • We build our agents mobile-friendly, content-laden websites.
  • We set them up on a monthly e-mail drip-marketing system that delivers real, useful content to the consumer.
  • We provide you with an e-magazine to send out chalked full of information for Boomers.
  • And of course, we have the best product consultation team and back office in America.

Thank you for your time – and please “VOTE OHLSON GROUP!”

0 Comments



Leave a Reply.

    Joe Ohlson, LUTCF

    author

    Joseph R. Ohlson, LUTCF received his Bachelor’s Degree from Ball State University, possesses his life & health insurance license. He is also a member of NAIFA. Joe has been involved in case preparation and consultation with agents across the country for over 9 years at The Ohlson Group.

    Archives

    September 2016

    Categories

    All

    RSS Feed

CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

Book an appointment now
QUICK LINKS:
Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services
Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers
Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources
THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS 

The Ohlson Group, Inc. 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, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. 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 info@ohlsongroup.com. The Ohlson Group, Inc., (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 Inc, and or Raymond J. Ohlson CLU, CRC is licensed to do business in all states except New York.

Privacy Policy
​

STAFF LOGIN

Copyright © 2021 The Ohlson Group, Inc. All Right Reserved.