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The Ohlson Brothers: Continuing a Legacy in Annuity and Life Sales

10/18/2024

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Meet Joe and Nick Ohlson

Joe and Nick Ohlson are not just brothers; they are the driving force behind Ohlson Group, a boutique IMO dedicated to empowering agents at all levels of production. Their journey in the insurance industry began under the mentorship of their father, Raymond J. Ohlson, whose impressive career spanned over 40 years. Ray’s experience ranged from being an agent to serving as president of an insurance company, culminating in the founding of Ohlson Group. His legacy is one of dedication, integrity, and a deep understanding of the insurance landscape, lessons that Joe and Nick carry forward every day.

At Ohlson Group, Joe and Nick have developed a unique approach to supporting agents that big IMOs often overlook. While they of course appreciate their top producers, including those generating $30 million in annuities, their true passion lies in helping $1 million to $5 million producers. They believe that every agent deserves the tools and support necessary to grow their business, and they have tailored their services to meet the needs of these often-ignored professionals.  ​

Annuity Lead Program and Robust Bonus Programs

A key component of their strategy is the innovative digital annuity lead program. This program is designed to provide agents with high-quality leads that are not only plentiful but also targeted to enhance conversion rates. By focusing on effective lead generation, the Ohlson brothers help agents increase their annuity production and close more sales.

​This lead generation program is complemented by a robust agent annuity commission bonus, rewarding hard work and dedication while incentivizing agents to achieve their sales goals.

Unique Branding Opportunity

Branding is another critical element of the Ohlson Group's success. Through their partnership with www.safemoneyplaces.com, Joe and Nick empower agents to establish a strong online presence. This platform helps agents position themselves as trusted advisors in the financial services sector, attracting clients and enhancing their credibility.

Why Should You Partner with Ohlson Group?

The Ohlson brothers’ love for the business is evident in every aspect of their work. They are passionate about building relationships with agents and providing the support necessary to help them succeed. Their commitment to nurturing talent and fostering growth reflects the values instilled in them by their father, ensuring that Ohlson Group continues to thrive as a family-run business dedicated to excellence.

In a competitive industry, Joe and Nick Ohlson stand out not just for their knowledge and expertise, but for their unwavering dedication to helping agents at all levels reach their full potential. Their unique approach, rooted in family values and a commitment to service, ensures that Ohlson Group remains a vital resource for annuity producers seeking to elevate their care.

We Want to Get To Know Your Business and Goals

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Office Address:
​The Ohlson Group
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Phone: 1-877-844-0900
Fax: 317-844-4422

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  • About
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