Ohlson Group

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Ohlson Group
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RECORDED WEBINARS

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GAIN ACCESS TO PROPRIETARY LIFE PRODUCTS AND INCENTIVES 
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The Ohlson Group is proud to announce we are members of the Global Atlantic Insurance Network (GAIN)! This new alliance allows us and our agents to have access to proprietary life insurance products and incentives
Watch This Webinar

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UNIQUE FACEBOOK LEAD AND APPOINTMENT SETTING SYSTEM​
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We’re excited to finally unveil a partnership exclusive to members of our team that offers more opportunity, predictability, and optimization than any other FMO could provide. This Facebook Lead System could be exactly what you need to fill your sales pipeline. 
Watch This Webinar

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LEARN ABOUT THE NEW I.R.A.® FROM NATIONAL LIFE GROUP
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The New I.R.A.® (Insured Retirement Advantage) is one of the most innovative financial approaches ever developed. They designed a unique program that allows high income professionals to plan for retirement, while strategically protecting heirs and assets
Watch This Webinar

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LIFE INSURANCE AGENT RELIEF ACT*... THE PERFECT SALES OPPORTUNITY​

The Ohlson Group and Harry Ehrenberg, CLU discuss how the recently passed Life Insurance Agent Relief Act* (* The SECURE Act) helps annuity producers generate Life Insurance Sales by protecting IRA owners from the new death tax. 
Watch This Webinar

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INTERNET LEAD MENTORSHIP PROGRAM

Wayne Miller of Hale and Associates, who wrote over $20 million in 2019, has agreed to mentor a select group of agents through the Ohlson Group. 

Most of Wayne's sales are derived from internet annuity leads. He will show you how to (1) book appointments over the phone, (2) conduct effective appointments virtually or face-to-face, and close sales via internet leads.
Watch This Webinar

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UNDERSTANDING LIFE SETTLEMENTS

Through a strategic partnership with Life Settlement Advisors, LLC (LSA-LLC), we now offer life settlements allowing your clients to sell all or a portion of their life insurance policy(s) including, term insurance!

This new and exciting client solution allows you to:
  • Assist your clients with a worthwhile alternative to lapsing/surrendering life insurance policies,
  • Even Convertible term insurance (get paid on term conversion and life settlement transaction)
  • Clients can retain a portion of the policy they sell
  • Provide them with a lump-sum cash payment, and
  • Help you enjoy an attractive stream of additional business revenue.
Watch This Webinar

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USING QUALIFIED FUNDS FOR LTC PLANNING WITH ONEAMERICA

Please join us for a live training on OneAmerica’s Asset Based LTC products, named Care Solutions! This is a live presentation covering case studies and sales ideas.

The meeting will review the following details:
  • Setting up the LTC sale & conversation
  • Covering two individuals under one Joint LTC policy
  • Why Lifetime benefits and the advantages for clients
  • Use of Qualified accounts (IRA, 401k, 403b) to pay for LTC insurance
  • Advanced Sales ideas – such as the SECURE Act
Watch This Webinar

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HOW TO ELMINATE DEBT WITH LIFE INSURANCE

​We recently partnered with the Velomon Group and Live Interest Free to provide the perfect solution to help your clients:
  • Eliminate debt in a fraction of the time it would take them to pay off their debts on their own
  • Save a ton of interest in the process
  • Leave them with cash in hand – not just a stack of ‘paid’ bills
Watch This Webinar

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HOW TO USE VIDEO CONFERENCING TO CONDUCT BUSINESS 

Video conferencing is going to help you get through the coming weeks/months of potential disruption due to the COVID-19 Pandemic. Additionally, attitudes of Americans in general will change once this crisis is over. By learning how to use these easy tools, you will be ahead of the curve and will be dynamically able to meet prospects in person OR over the internet.
Watch This Webinar

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ARE YOUR WORKSHOP COSTS KICKING YOU IN THE ROI? 

Scope bought out our previous workshop vendor, Sotel Communications, the end of this past year. Scope is focused on helping agent/advisors maximize their ROI when running workshops. No food, only educational type settings. Years of experience in running ads to fill seats.
Watch This Webinar

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NEW FIA OFFERS TOP INCOME, TOP ACCUMULATION, HUGE BONUS, AND TRIP INCENTIVES! 

You will learn how this FIA can provide:
  • Leading Income Payouts at nearly every age/gender
  • Leading Growth – Best illustrating index strategies
  • Commission Bonus – Easily attainable
  • Trip Incentive – Also easily attainable
 
Learn how you can serve your clients in nearly all capacities with this one series of products!
Watch This Webinar

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SINGLE PREMIUM LIFE RENAISSANCE

If you've never considered this market, or if it's been a while since you've sold these products, now is the time to check them out! Tune in to this live webcast to hear about what Ray Ohlson calls the "Swiss Army Knife" of financial products.
Watch This Webinar

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EARN BONUSES AND TRIPS GALORE WITH NASSAU ELITE AGENT PROGRAM

Phoenix has been reborn as Nassau Re! Learn about the newly upgraded index annuity product line and agent bonuses with Jake Quagliaroli, National Sales Manager.
Watch This Webinar

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LSW FLEX LIFE II IUL FROM NATIONAL LIFE GROUP

Watch the recording to learn about:

The industry's 2nd most sold IUL - Why?
Guaranteed Lifetime Income opportunity
Best Accelerated Benefit Riders in the market
Watch This Webinar

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STARTING THE LTC CONVERSATION AND THE GREAT RETIREMENT INCOME GAP

Brad Shephard, One America, and The Ohlson Group discuss how to start the LTC conversation and help solve the retirement income gap.
Watch This Webinar

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NEW AND IMPROVED SINGLE PREMIUM LIFE PRODUCT FROM OXFORD

Watch and learn about all the selling points of this wealth transfer vehicle including: 
  • Up to 10% Commission
  • Accelerated benefits for Nursing Home, Terminal and Chronic Illness
  • No Medical Exams, Point of Sale Decision
  • One of the most competitive death benefits available on a single premium whole life product.
  • Day 1 Return of Premium Option
  • Now available, electronic health assessment with no phone call required (24/7 access)
  • Face amount options as low as $5,000
Watch This Webinar

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RETIREMENT PLUS MULTIPLIER WEBCAST

Baby Boomers are redefining retirement with a new spirit, and expectations for their portfolio. RPM is designed specifically for today's retirees with exciting accumulation strategies and options for maximizing their savings. Save your spot.
Watch This Webinar

Use Data to Win Sales & Regulatory Risk of Complaints and Arbitrations.

Watch to learn how SwitchSafe leverages data, along with an innovative documentation system, to close more sales while protecting your business from complaints and arbitrations.
Watch This Webinar

Streamline Your Prospecting Funnel

THIS WEBINAR WILL COVER:
  • How Targeted Micro-Marketing works
  • Obtaining prospects on a regular basis
  • Building credibility through "drip-marketing" strategies
  • How to obtain 50% of your prospects from "introductions" (aka referrals)
Watch This Webinar

Help You Clients Avoid The 5 Financial Hazards

Our 5 Financial Hazards Marketing Kit Will Help You Determine Your Client's "Financial Pains". 

Raymond J. Ohlson, CLU, CRC, a Life Member of MDRT, developed a complete marketing package along with the necessary agent training to help you close more sales. This agent training webinar walks you through how to determine the best "prescription" to alleviate your client's "financial pains."
Watch This Webinar

Explosive Sales and Marketing Tips

Learn how to take advantage of the tremendous opportunities in today's marketplace with these truly explosive sales tips and ideas. There are more retirees and fewer financial services professionals then there's ever been. Don't miss the opportunity to increase your business.

Presenter: Raymond J. Ohlson, CLU, CRC
Watch This Webinar

Capital Transfer
Learn how to transfer your clients' wealth in the most tax efficient way while increasing the size of their estates. We will also discuss how to protect their beneficiaries from being bumped up into a higher tax bracket. Avoid the tax time bomb before it hits.

Presenter: Nicholas R. Ohlson, ChFC
Watch This Webinar

Hybrid Products
Learn what LTC Hybrid Products are and the benefits they provide your clients. We will cover what's happening in the marketplace, why these products are important, and how to present these products to current clients and prospects. 

Presenter: Nicholas R. Ohlson, ChFC
Watch This WEBINAR
MORE AGENT TRAINING:
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White Papers and Agent Guides

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Sales & Marketing Tips Videos

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Sales & Marketing Tips Blog

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

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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, 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.

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