Niche Market Focus Ohlson Group LLC specializes in life insurance, annuities, long-term care, and funeral trusts, presenting opportunities to offer complementary financial products and tailored insurance solutions to their niche client base.

Technology Utilization With a tech stack including Moat, Google Tag Manager, and Calendly, the company values digital engagement and efficient customer interaction, suggesting potential for innovative marketing and lead generation partnerships.

Recent Acquisition The acquisition by Roastar Inc indicates growth potential and expanded resources, making Ohlson Group a strategic partner for joint marketing initiatives or product distribution in the financial services sector.

Market Positioning Operating within the independent insurance and financial services distribution network with a revenue of $10M-$25M, Ohlson Group presents opportunities for scale-driven collaborations and the introduction of new insurance products.

Customer Support Services Their focus on agent support through case design, training, and software tools opens avenues for offering tailored technology solutions, compliance services, or educational content to improve agent productivity and client outcomes.