Ohlson Group’s Safe Money Places™ Expo March 18, 2014 to Feature Dr. Jack Marrion, Founder of SafeMoneyPlaces.com

March 13, 2014

(Carmel, IN)  Raymond J. Ohlson, CLU, CRC, President/CEO of The Ohlson Group, announces his “Safe Money Places™ Expo” at The Ritz Charles, Tuesday March 18th. “Spaces are limited and time is short,” Ohlson says, “so Agents should register immediately for this power-packed meeting!”  Ohlson adds that the meeting is open to “all Financial Professionals NOT just Safe Money Places™ Agents.”

When contacted at his Carmel, Indiana headquarters, Ohlson, a seasoned veteran in the insurance business since the early 1970s, praised his Keynote Speaker, Dr. Jack Marrion, who is the original founder and developer the “safe money places” concept and who continues to own a financial interest in the company in which Ohlson purchased controlling interest in 2012.  

“Jack Marrion of Advantage Compendium, LTD, will be our luncheon speaker at the Ritz Charles in Carmel. Jack is a nationally acclaimed expert, with articles published in many well-known national publications, and his topic is, ‘Index Products: Where Are They Now, and Where Are They Going?’ I encourage all attendees to email us questions in advance as soon as possible for Jack to answer.”

Also speaking at the Expo is Bill Corbin, one of the founders of the technology behind the Angies’ List phenomena and the developer of Enfront™, a proprietary “Personal Marketing System” developed for the members of the Safe Money Places™ Agent Network.  Corbin will also address the accompanying CRM that is “guaranteed to rescue time, increase income, protect you, and get more appointments.”

Nick Ohlson, ChFC, Managing Director of the company’s Chicago office, and Joe Ohlson, LUTCF, Marketing Consultant in the Carmel office, will provide a “digital tour around all of the Safe Money™ properties and how they assist both the consumer and the advisor alike.  Their presentation is entitled, “Marketing, Research, and Education.”

Executives from EquiTrust Life Insurance Company will give a brief product overview, and Ray Ohlson will wrap up the dynamic afternoon explaining – from his nearly 40 years of experience – how to develop a sound program for obtaining referred leads, what Ohlson calls, “the lifeblood of our business!”

“For those advisors who follow our program,” Ohlson says, “We guarantee that he/she will receive 51% or more of their sales through referred leads or current clients.”  Ohlson adds, “Our Safe Money™ territories are starting to really flourish across the country; our ‘Independence with Affiliation’ concept along with our strong brand identification with the Safe Money Places™ Agent Network are paying dividends for our agents!”

Raymond J. Ohlson, The Ohlson Group
[email protected]


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