Insights

Niche Specialization Ohlson Group LLC operates within the financial services sector, focusing on life insurance, annuities, long term care, and funeral trust products. This specialization presents opportunities to cross-sell complementary insurance solutions to existing clients and expand product offerings.

Agency Support Focus The company provides extensive support services including case design, product training, and software tools, making it an attractive partner for independent agents seeking to enhance their offerings and improve customer service.

Growth Potential With a revenue range of 10 to 25 million dollars and recent acquisition activities, Ohlson Group is positioned for expansion, offering sales collaborations to develop new market segments or deepen current client relationships.

Market Trends Alignment Its emphasis on long-term care and funeral trust products aligns with current demographic and market shifts emphasizing elder care and end-of-life planning, creating opportunities for targeted sales strategies in these areas.

Technology Leverage Utilizing marketing and analytics tools such as Google Tag Manager and Calendly indicates a technologically savvy approach, allowing for data-driven outreach and personalized engagement tactics to potential clients and partners.

Similar companies to Ohlson Group LLC

Ohlson Group LLC Tech Stack

Ohlson Group LLC uses 8 technology products and services including Facebook Pixel, Linkedin Insight Tag, Moat, and more. Explore Ohlson Group LLC's tech stack below.

  • Facebook Pixel
    Analytics
  • Linkedin Insight Tag
    Analytics
  • Moat
    Analytics
  • ScrollReveal
    Javascript Libraries
  • Privy
    Marketing Automation
  • Google Tag Manager
    Tag Management
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Ohlson Group LLC's Email Address Formats

Ohlson Group LLC uses at least 1 format(s):
Ohlson Group LLC Email FormatsExamplePercentage
FLast@ohlsongroup.comJDoe@ohlsongroup.com
81%
Last@ohlsongroup.comDoe@ohlsongroup.com
9%
LastFir@ohlsongroup.comDoeJoh@ohlsongroup.com
5%
FMLast@ohlsongroup.comJMDoe@ohlsongroup.com
5%

Frequently Asked Questions

Where is Ohlson Group LLC's headquarters located?

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Ohlson Group LLC's main headquarters is located at 11611 North Meridian Street | Suite 110 Carmel, Indiana 46032 United States. The company has employees across 1 continents, including North America.

What is Ohlson Group LLC's phone number?

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You can contact Ohlson Group LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ohlson Group LLC's official website and social media links?

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Ohlson Group LLC's official website is ohlsongroup.com and has social profiles on LinkedIn.

What is Ohlson Group LLC's NAICS code?

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Ohlson Group LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Ohlson Group LLC have currently?

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As of May 2026, Ohlson Group LLC has approximately 15 employees across 1 continents, including North America. Key team members include Director Of Digital Marketing: J. G.Assistant Accounting Manager: T. G.Principal: A. K.. Explore Ohlson Group LLC's employee directory with LeadIQ.

What industry does Ohlson Group LLC belong to?

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Ohlson Group LLC operates in the Financial Services industry.

What technology does Ohlson Group LLC use?

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Ohlson Group LLC's tech stack includes Facebook PixelLinkedin Insight TagMoatScrollRevealPrivyGoogle Tag ManagerApache HTTP ServerApache.

What is Ohlson Group LLC's email format?

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Ohlson Group LLC's email format typically follows the pattern of FLast@ohlsongroup.com. Find more Ohlson Group LLC email formats with LeadIQ.

Ohlson Group LLC

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.

Section iconCompany Overview

Headquarters
11611 North Meridian Street | Suite 110 Carmel, Indiana 46032 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Ohlson Group LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Ohlson Group LLC's revenue is estimated to be in the range of $10M$25M

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