ExpandMarketsExpand Your Markets

Opportunites to expand a financial services business are abundant. As customers needs grow, so should the offerings of their advisor. Protection, Savings and Retirement is the life cycle of every customer. Let OAKTREE Brokerage show you how to expand your markets by becoming a full service advisor to your customers.

Protection

Life insurance to protect your clients estate and replace income in the event of a death

Disability Income to offset the loss of income due to unforseen injury

Critical Illness to help clients over the most unfortunate circumstances

Savings

Annuity accounts to help save for retirement and optimise their IRA plans

RIA (Registered Investment Advisor) services to help clients manage their money

Cash Value Life Insurance to enhance their retirement funds

Retirement

Immediete Annuities to provide guaranteed income for life

RMD (Required Minimum Distribution) planning to hedge against taxes