Passion and Experience

OAKTREE Brokerage is designed to service the first and last step of every financial product sale, the advisor. Advisors are too important to not have an experienced staff backing every sale.

DISCOVER

Who We Are

Learning Center

Selling Opportunity

Carrier Overview

Expand Your Market

Discover New Opportunities

New selling opportunities are created everyday.  Our video library is full of educational and informative information to help you stay ahead of the competition.



Advise Across All Markets

LIFE

Meet the needs of your clients by protecting their most valuable asset, their life.  
Family Protection
Business Needs
Partner Buy-Sell
Mortgage Payoff

ANNUITY

Help your clients invest in their future with Qualified and Non-Qualified Annuity Savings Plans.

Retirement Accounts
Income Replacement

MEDICARE / LTC

The universe of needs extends beyond earning and savings years. Advisors can help customers with their senior healthcare needs. Medicare supplement plans fill the gaps to insure peace of mind.