Being an independent life insurance agent certainly has its challenges. While we are not a fit for every agent, we at Ogletree Financial can provide you with marketing help, sales ideas and case management to make your life easier. We do life insurance - term, Indexed universal life or whole life. Our passion is cash value life insurance and we have invested a lot of time and money into providing the best marketing available in the industry.
Carrier Compliant IUL Marketing Platform including powerpoint presentations, IUL Proposal Software and turnkey seminar marketing. We'll be happy to discuss the carriers we have available, commission structure, and the easiest way to get contracted. We offer programs for success - are we a good match to help you meet your goals?
Carrier Compliant IUL Marketing Platform including powerpoint presentations, IUL Proposal Software and turnkey seminar marketing. We'll be happy to discuss the carriers we have available, commission structure, and the easiest way to get contracted. We offer programs for success - are we a good match to help you meet your goals?
Services
At Ogletree Financial, we understand that every client's need and medical history is different.
To help you find each carrier's "sweet spot" we have developed a comprehensive niche overview for each carrier we represent.
We have access to over 40 life insurance companies.
Each company that we represent has a sweet spot.
Some companies are better to use for term insurance and some are better for permanent life insurance.
We can guide you through this process on your next case.
To help you find each carrier's "sweet spot" we have developed a comprehensive niche overview for each carrier we represent.
We have access to over 40 life insurance companies.
Each company that we represent has a sweet spot.
Some companies are better to use for term insurance and some are better for permanent life insurance.
We can guide you through this process on your next case.
Do you need Errors & Omissions Insurance?
Many companies today require agents to carry E&O insurance before you can be appointed.
Errors & Omissions insurance provides vital protection against claims arising out of errors, acts, or omissions by the insurance agent or any other covered person for whom the agent may be legally liable for while rendering or attempting to render professional services to others while acting in the capacity of an insurance agent and/or registered representative.
Whether a carrier requires the agent to carry E&O coverage or not, we encourage you to purchase this valuable coverage.
Many companies today require agents to carry E&O insurance before you can be appointed.
Errors & Omissions insurance provides vital protection against claims arising out of errors, acts, or omissions by the insurance agent or any other covered person for whom the agent may be legally liable for while rendering or attempting to render professional services to others while acting in the capacity of an insurance agent and/or registered representative.
Whether a carrier requires the agent to carry E&O coverage or not, we encourage you to purchase this valuable coverage.
Whether you're marketing to young professionals, Baby Boomers or anyone in between, our turnkey, prospect-to-close IUL marketing programs make it easy to find new prospects and better ways to close business.
Our programs include proven IUL marketing stories and the tools you need at every step of the sales process.
Our programs include proven IUL marketing stories and the tools you need at every step of the sales process.
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