Kurt Ohlson brings 27 years of financial services expertise, guided by his motto: “Enjoy the upside, protect the downside, feel good on the inside.” He specializes in tailored income planning, retirement income strategies, and wealth preservation, empowering individuals, families, and business owners with confidence and peace of mind. As a former ING leader, Kurt achieved $1.4 billion in lifetime annuity sales, earning Century Club Member status (10x), Top Ten in Sales (10x), and a record-breaking $30M annuity case. His innovative approach blends deep market expertise with cutting-edge technology, crafting sustainable lifetime income solutions. Kurt’s passion for merging financial advising with digital tools—spanning income planning to wealth management—delivers precise, client-focused strategies. Whether maximizing retirement income or safeguarding assets, he’s dedicated to driving long-term financial stability and success.