Premium Finance

Premium Finance is a strategy used to finance life insurance premiums for wealthy individuals and business owners.
OAKTREE Brokerage has the experience and skill sets to help you, should you have a premium finance case or prospect. Not all carriers are active in the premium finance space. We have several carriers that are not only active but, also bring value in helping us work with you and your client.
We also have exclusive marketing and presentation systems to help you create interest with your prospects and easily demonstrate the value of the strategy so your prospect “get’s it” quick.
If you would like to explore how premium financing may help you and your prospect, give your OAKTREE Brokerage marketing representative a call.