Financial Professional Marketing and Branding

Learn more about our no-cost Safe Money Places Marketing Program

WATCH OUR OVERVIEW VIDEO

BECOME A SAFE MONEY AUTHORITY

The Safe Money Places Agent Network is designed to help agents acquire the branding they need to be competitive in today's marketplace. Our mission is to make the marketing for agents simple by providing the necessary outlets in order to achieve their goal of increasing their business.

Agents and industry insiders are comparing this distribution model to some of the independent models in the real-estate industry, such as Century 21 and ReMax. This new, proven network revolves around the consumer website and brand, www.safemoneyplaces.com , which was found by Dr. Jack Marrion and purchased by The Ohlson Group, Inc.

Best of all, this marketing program is FREE for qualifying agents. Watch our video now to learn how to become THE Safe Money Authority.

BENEFITS OVERVIEW AND REQUIREMENTS

ASSOCIATE LEVEL

(Production Requirement: $100,000 Annuity | SPL Premiums OR $10,000 Target Life per Quarter)

Business stationary
Lead landing pages
Client presentations
Fact finders | agent scripts
Website content

Agent website
Client educational videos
Consumer guides
Client storyboards
Tier 1 annuity lead discount

PARTNER LEVEL

(Production Requirement: $250,000 Annuity | SPL Premiums OR $25,000 Target Life per Quarter)

ALL Associate Level Benefits PLUS
Quarterly marketing reimbursement

Tier 2 annuity lead discount.

Marketing and branding benefits

AGENT WEBSITE

Whether you are looking to have a website for the first time, or you are looking to improve your current website, we have the perfect solution for you. We created "Safe Money Agent Websites" to give you a website that comes pre-loaded with very useful client educational material that will make you a Safe Money Authority.

Learn More

client VIDEOS

Our client educational videos cover many Safe Money Topics such as the "The CD Alternative" or "Wealth Transfer". Some of our videos give an overview of how certain Safe Money Products, such as FIAs, work and what benefits they offer.

Watch our client myga video

CONSUMER GUIDES

Give your clients valuable information regarding many topics that affect their retirement planning. Our Consumer Guide cover the following topics: Annuities, Life Insurance, Safe Money Concepts, Wealth Transfer, Financial Tips and Strategies.

VIEW AN EXAMPLE

LANDING PAGES

Landing Pages are great ways to obtain leads. You can place links to your landing pages from your website, use in email marketing, and use for social media marketing. Each Landing Page comes customize with your contact info, profile picture, and company logo.

VIEW A LIVE EXAMPLE

POWERFUL BRANDING

If you don't have a brand for your business, you can use our Safe Money Places Brand as your brand. You can place our Safe Money Places Logos on your business cards, website, and handouts. You keep your independence while providing your clients and prospects with a brand that represents trust and safety.

VIEW AN EXAMPLE OF INTEGRATION

want our free marketing and branding suite?

Schedule a time to chat with one of our marketers to learn more about our Safe Money Places Marketing and Branding system, how it works, and all of the benefits it provides you.

Let's Chat

More Marketing Benefits

LEAD GENERATION

AGENT SOFTWARE

WEBSITE DEVELOPMENT

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

Book an appointment now

QUICK LINKS:

Marketing & Tools:
Product Searches
Marketing Programs
Lead Programs
Agent Software
Creative Services

Agent Training:
Training Videos
Recorded Webinars
Agent Guides
White Papers

Members Only:
Online Contracting
Agent Training
Product Training
Safe Money Places Marketing Kit
Business Resources

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 [email protected]. 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 Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.

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