OHLSON GROUP AGENT INCENTIVES

Safe Money Places Marketing System

Associate Level Benefits:
​(Requirement: $100,000 Annuity | SPL Premiums OR $10,000 Target Life per Quarter)
  • Business stationary
  • Lead generating landing pages
  • ​​Client presentations
  • Fact finders | agent scripts
  • Tier 1 annuity lead discount
  • Content for your existing website
  • Customizable agent website 
  • Discount on our annuity leads
  • ​Client video, guides, and storyboards​
Partner Level Benefits:
​(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

2023 Quarterly Producer Bonus

That’s right, you have 4 chances to qualify for The Ohlson Group’s Quarterly Allowance Program ... unlike most IMOs that distribute their incentives at the end of the year and on a calendar basis, we distribute our allowances quarterly.

We think this is more fair. Why? Because real life doesn’t always operate on an ‘annual basis’ ...
  • What if you start midyear with a firm? Will you have enough time to hit “the bulls-eye”?
  • What if you have a slow quarter due to vacations, travel, sickness or the economy? With the Ohlson Group, we start the clock each quarter so you're still in the game.
  • What if you don’t like your IMO… or you just want to move? With most IMOs if you are not active on 12/31 ….sorry no bulls-eye. At the Ohlson Group, we put our money “where our bulls-eye is”. We must continue to be ... a different experience or you can leave. And, since we distribute allowances every quarter, you'll leave with “the bulls-eye”.

Agent Referral Bonus Program

Give us the contact information of agents you know.
  1. Receive a $25 Gift Card for EACH good referral
  2. Receive another $25 when the agent contracts with us
  3. 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
  4. INCREASE YOUR ANNUAL INCOME
*The Ohlson Group has the right to alter , modify or cancel any of these incentives at any time.