About Ray Ohlson

Mr. Ohlson has a unique background in the financial services industry. He spent his first 20 years as a career agent, general agent and owner of a successful Midwest insurance marketing organization. Mr. Ohlson was a Registered Investment Advisor (RIA) and owned a fee based financial planning company. He also owned 50% of an Indianapolis based employee benefits company.

Mr. Ohlson entered the insurance business while completing his Bachelor of Science Degree at Ball State University. He quickly qualified for the Million Dollar Round Table (MDRT) of which he is a Life Member. He also received his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. Mr. Ohlson is also a CRC (Certified Retirement Counselor). Mr. Ohlson sold his organization in the early 90’s to join a start up life insurance holding company and launched that company’s marketing initiative. Mr. Ohlson’s experience, marketing prowess, unparalleled success and respect in the financial services business set him apart from most marketing organizations.

Mr. Ohlson served for 10 years as president of one of America’s fastest growing annuity companies. He helped that company grow from no products, no agents and no rating to over 10,000 agents, $1.5 billion assets and a 5 year growth rate in excess of 50%. Mr. Ohlson also served as Chief Marketing Officer of the holding company and was responsible for directing the marketing effort of their European and Bermuda companies. The location was different, but results the same. A “scratch” operation that developed into a “real player” in the offshore business.

Mr. Ohlson has been involved with, or had responsibility for, most aspects of an insurance company’s operation. He’s been involved in everything from product design and pricing to new business and policy owner service. But, most of all, Ray takes his greatest pride in being an agent.

Mr. Ohlson was a member of the Board of Trustees of the St. Vincent Carmel Hospital for 13 years. He also serves as a member of the Center for Actuarial Science, Insurance and Risk Management at Ball State University. He is the former President of the Indiana Chapter of the Society of Financial Services Professionals. He is the recipient of the 2006 Eye On Ethics Award given by the National Ethics Bureau. He is also an author and much sought after speaker.

Raymond J. Ohlson CLU, CRC, president and CEO of The Ohlson Group and SMP International LLC, is licensed to do business in all states except New York.

Ray's 15 minute Financial Review Includes:

1. A discussion about what your ideal retirement looks like 
2. Determining your financial goals
3. A discussion about what concerns you have
4. Determining your risk tolerance
5. A complete financial assessment
6. Locating the "financial gaps" you currently have
7. Developing strategies and solutions tailored to your situation

consultation

Meet with Ray

Please use my appointment calendar below to select a time that best works for you to meet with me. I'm here to answer any questions you have about planning for retirement. You can also call me  at 1-877-844-0900