You see, the landscape has changed so much. Many of the very large IMOs (and I have respect for the founders and have been friends with them for years) have now sold out. Yes, they are now becoming parts of large corporations. Sure, they can drive profits by economy of scale (laying some people off), synergism (laying some people off) and focus on the top performers. So, you guys and girls that do less than $2 million in annuities or $100K in target, don't expect a quick return phone call from their marketing department. So, where does that put you? Read on…
Since 1975, The Ohlson Group has functioned as a boutique type of organization. Early on, we were a career shop. Then I took a leave of absence to help a group buy some US Life insurance Companies. I was president of our USA companies and had marketing responsibility for our Luxembourg and Bermuda companies. After we took the company public, the board decided to get out of the financial services business and I re-opened The Ohlson Group in 2003. Yes, I do work as a consultant and had a hand in the design of some of the life and annuity products that you now sell.
Well, fast forwarding, I now have two partners. Nick Ohlson CLU,ChFC and Joe Ohlson LUTCF. They will be the new owners when I decide to retire. The marketing, research, and educational assistance we have provided since 1975 will continue to be displayed through this next generation.
So, if you’re looking for youth, vitality, expertise, credibility and Integrity, give The Ohlson Group a shot. What do you have to lose?