 The LIMRA 2025 US Individual Annuity Sales Survey showed annuity sales increased by 5 percent ($121.2 billion) in the third quarter of 2025. This is yet another new record for annuity sales. Fourth quarter numbers are anticipated to be similarly record-breaking. The outlook for 2026 annuity sales is strong. Fixed Indexed Annuity rates remain near or at all time highs. MYGA rates are near all-time highs as well. Income rider payout percentages and roll-ups continue to remain strong. Many clients are stuck in underperforming annuities, and many have no idea that their contracts can be improved by simply transferring money from one carrier to another. Premium bonuses on fixed indexed annuities are as high as 23%. The opportunity to rescue clients and prospects from underperforming annuities remains viable. 2026 is an exciting year at the Ohlson Group. The “Elevate” annuity workshop program continues to net big premiums and high sit ratios. Any agent who qualifies and works this program gets access to in person training at no cost and ongoing weekly coaching from a $50 million veteran producer/mentor. The Ohlson Group’s In-house annuity lead program is another lead-generation tool agents are using to find new prospects and close more business. Many of you reading this are aware of this program – contact us now if you want to get started, territories are filling up quickly! January and February are separation months for top agents. The holidays are behind us and our top agents have already started their 2026 marketing campaigns. It is not too late, though! If you are looking for new prospects to close, contact us and we can help!
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The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
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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
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