About Us
OAKTREE Life & Annuity Brokerage serves the needs of independent life and annuity agents across the United States. Our goal is to provide value to agents by continually developing relationships with a few top-rated insurance companies with industry-leading products.
We are not a typical brokerage that represents an endless list of companies. Instead, we focus on building relationships with a few core carriers that are market leaders in their product offerings. This philosophy has enabled us to deliver both superior service and recognition of our agents to insurance companies.
Life Marketing:
Our life marketing department can service an agent's life product needs from advanced sales to niche offerings. We only work with experienced agents, allowing us to offer top-level general agent contracts. Our compensation packages are only limited by the volume of an agent's production. Ask us about…
- Agent annualized commissions
- Pooled production agent contracts
- Mortgage lead systems
- Advanced sales support
- Impaired risk consulting
- Our exclusive agent relationship managers
Annuity Marketing:
The annuity department specializes in the distribution of fixed & equity indexed annuity products. We represent over 15 different insurance companies and proudly offer the most innovative products available, plus the second-to-none service and support you deserve.
We offer the best compensation available along with great agent incentives. We know our industry experience, superior product line and agent support system will be valuable assets in helping you grow your business.
Our knowledgeable and experienced marketing consultants are available to answer your questions and can help you decide which of the hundreds of products available will help you make the sale. We encourage an open dialogue about what is best for your client and you. We'll help determine which of our carriers will offer the best service and strongest product for your client's unique situation.