You’re More Than a Number…

Valuing Our Annuity Agents at Ohlson Group

We understand that our agents are the backbone of our success. We are a boutique IMO and our success is fully contingent on building real relationships and fostering a partnership with our producers. Sounds simple, however we’ve come to notice that not all IMOs feel this way. Many will not work with agents unless they are $10 million+ producers.
 
Does your IMO give you the attention you deserve? Or do you feel like you are just a “number” to them? As the old beach music lyrics remind us, “you're more than a number in my little red book,” emphasizing the importance we place on personal relationships and individualized support!

Expertise of Nick and Joe Ohlson

Nick Ohlson and Joe Ohlson are not just leaders; they are annuity experts who have transformed Ohlson Group into a recognized name in the industry. Their extensive knowledge of annuity products and market trends allows them to guide agents in navigating complex financial landscapes. Under their leadership, the firm has reached new heights, driven by a commitment to education, mentorship, and client-focused solutions.

The Role of Levon Justice

In addition to the Ohlson brothers, Levon Justice brings a wealth of experience in life insurance expertise. His deep understanding of risk management and financial planning complements the annuity-focused strategies at Ohlson Group. Levon's insights enable agents to provide comprehensive financial solutions that meet the diverse needs of clients. This collaborative approach ensures that our agents are well-equipped to serve their clients effectively.

The Safe Money Places Agent Network

Our firm prides ourselves on having a brand that agents can confidently associate with: The Safe Money Places Agent Network. This network is not just a label; it's a commitment to providing safe, reliable investment options for clients seeking stability in an uncertain financial world. Our agents can rely on this brand to enhance their credibility and attract more clients.

Annuity Lead Program

Integral to our success is our robust annuity lead program. This program is designed to streamline the process of connecting agents with potential clients. By providing high-quality leads and ongoing support, we ensure that our agents can focus on what they do best—building relationships and offering expert advice. The synergy of the Safe Money Places brand and our lead program creates a powerful platform for growth and success.

Conclusion

At Ohlson Group, we recognize that our annuity agents are more than just numbers—they are valued partners in our mission to provide exceptional financial solutions. With the guidance of Nick and Joe Ohlson, along with the expertise of Levon Justice and the back office team led by Annie Konopka and Makayla Weakly, we continue to elevate our services and support our agents. Together, we are building a future where financial security is accessible to all, backed by a brand that stands for trust and excellence.

Call us today at 1-877-844-0900 or e-mail us at [email protected] and let’s talk!

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Until Next Time, Good Selling!

Joseph R. Ohlson LUTCF
President
1-877-844-0900
[email protected]