It's debatable if the fiduciary standard is 'higher' than suitability. But the better question might be, who's holding the bar?
May 15, 2014 - Carmel, IN - Raymond J. Ohlson, CLU, CRC, President/CEO of The Ohlson Group and Safe Money Places™ International, announces that his younger son, Joseph R. Ohlson, LUTCF, Managing Director of the company’s Carmel office, has been elected to the Board of Directors of the Indianapolis Chapter of The National Association of Insurance and Financial Advisors (NAIFA), beginning his one-year term on July 1, 2014. The Indianapolis Chapter of NAIFA is one of the oldest, continuously running chapters in the entire USA. Joe’s older brother, Nicholas R. Ohlson, ChFC, Managing Director of the company’s Chicago office, says, “I’m more than just proud of my brother for attaining his position in NAIFA; it has been – and continues to be – an honor to work with a brother who demonstrates such a firm, committed approach to our industry.”
The Ohlson Group, along with its associated companies, including Safe Money Places™ International LLC, is truly a family business. In addition to the founder and CEO Ray Ohlson, Ann E. Ohlson, Joe and Nick’s mother, serves as the corporation’s Vice-President. Upon hearing of the younger Ohlson’s election to the NAIFA Board, Ann said, “Joe has worked and studied hard to meet not only his family’s high expectations – which everyone knows can be a somewhat daunting task – but also, he has now been recognized for his professional achievement within our industry. I’d be lying if I didn’t admit to ‘motherly pride’ about Joe’s newest accomplishment!”
Ray Ohlson echoes his wife’s and oldest son’s comments, saying, “it’s really a privilege and honor that not every parent gets to experience: being able to work daily with two of the finest young professionals in our industry, let alone the fact that they happen to be my sons!” Ohlson adds that “Joe brings back so many memories with his election; I served in ‘all the chairs’ with NAIFA when it was known as NALU. So, I understand the commitment that’s involved.”
“I also reminded Joe,” Ray adds, “that his professional service to our organization is just the beginning; his work is not nearly done. His ‘old man’ also did ‘all the chairs’ and served as president of the Central Indiana Chapter of The Society of Financial Services Professionals back in the day!”
Joe Ohlson received his B.A. from Ball State University (Muncie, IN) and his Life Underwriters Training Council Fellows (LUTCF) from The American College in Bryn Mawr, PA. Again, the Ohlson family ties are strong: Both Ray and Ann Ohlson are also graduates of Ball State; Nick Ohlson (who graduated from Indiana University, Bloomington, IN) earned his ChFC (Chartered Financial Consultant) designation through The American College at Bryn Mawr, and Taria Ohlson (Joe’s wife) is a Relationship Manager with the company.
The Ohlson organizations have their roots dating back to 1975. “I guess that Ann and I are most happy that both of our sons and our daughter-in-law are going to continue the Ohlson Family tradition and legacy with both The Ohlson Group and our Safe Money Places ™ International LLC. They all contribute to our Safe Money Places™ Agent Network and our two consumer-oriented websites www.safemoneyplaces.com and www.safemoneynews.com. Though I’m certainly not ready for a fishing boat and silly hat, I am thrilled that our family’s next generation is going to continue in our footsteps. It’s a good feeling knowing that our business is in “good hands” for many years to come.
Raymond J. Ohlson, CLU, CRC
The Ohlson Group, Inc.