Ohlson Group LLC Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Ohlson Group LLC operates as a national independent insurance and financial services marketing organization focused on supporting independent producers, insurance companies, and financial service firms. It provides distribution, administrative, and marketing support through services such as training resources, consumer marketing packages, incentive programs, and access to a wide range of carriers. The company specializes in life insurance, annuities, long-term care alternatives, and funeral trust financial products, and it assists agents with case preparation, case design, product updates, and guidance on selecting appropriate solutions for clients. Based in Carmel, Indiana, Ohlson Group LLC serves a national market in the financial services space, facilitating access to life, annuity, long-term care, and funeral trust products through independent channels. It operates as a mid-sized organization that provides case preparation and product matching support to independent producers and partner firms. A notable development in its recent history is its acquisition by Roastar Inc. in 2021.

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