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Our Incentives

Earn More by Partnering with Ohlson Group
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Quarterly Producer Bonus: 
Collect Your Extra Commission 4Xs EACH Year!​

We don't make you wait until the end of the year to collect the money you deserve. That's why at Ohlson Group, we pay each of our producers a quarterly bonus. Many agents use our quarterly bonus to fund their marketing efforts, cover operating costs, or take that long deserved and overdue vacation.

Please Download our Quarterly Producer Bonus Handout that gives a breakdown of each commission bonus level.
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Get Access to Our Exclusive
​​Safe Money Places Marketing & Branding System

Associate Level:

Learn More
Requirement: $100,000 Annuity, SPL Premiums... OR $10,000 Target Life per Quarter
    >   Business stationary
    >   Landing pages
    >   Client presentations
    >   Fact finders
    >   Tier 1 annuity lead discount
​    >   Personalized Agent website 
​​    >   Client video & guides
    >   ​Agent scripts

Partner Level:

Learn More
​Requirement: $250,000 Annuity, SPL Premiums... OR $25,000 Target Life per Quarter
    >   ALL Associate Level Benefits PLUS...
    >   Quarterly Marketing Reimbursement 
    >   Tier 2 discount on our annuity leads
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Agent Referral Bonus Program

  • Give us the contact information of agents you know.
  • Collect .25% on ALL annuity and single premium life premium the referred agent writes with us for 24 months.
  • The more the agent writes with us, the more you collect
  • INCREASE YOUR ANNUAL INCOME
Learn More

Search Our Website to Find More Info, Tips, and Sales Ideas

Contact Information

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

Quick Links

Marketing & Tools:
Product Searches
Marketing Program
Lead Program
Online Contracting
Agent Training:
Sales Tip Videos
Agent Guides
​Marketing Blog
Product/Carrier Training
Members Only:
Back Office Support & Tools 
Client Marketing Kits
Product & Carrier Training
​Annuity Lead Training
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THIS WEBSITE IS INTENDED FOR AGENT USE ONLY. NOT FOR USE BY CONSUMERS.

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
Copyright © 2025 The Ohlson Group LLC All Right Reserved.
  • About
  • Marketing
    • In-House Annuity Leads
    • Agent Websites
    • Marketing & Branding
  • Services
    • Our Carriers
    • Product Search Tools
    • Online Contracting
    • eApps
  • Incentives
  • Resources
    • Marketing Blog
    • Agent Guides
    • Sales Tip Videos
    • Request an Illustration
  • Contact