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. Each carrier looks at premium finance differently and the types of cases they are interested in pursuing. We can help you navigate the best possible options.
We currently have Premium Financing opportunities with these carriers: American General, AXA, Lincoln Financial, National Life Group, Principal, Protective, Transamerica and VOYA.
If you would like to explore how premium financing may help you and your prospect, give your OAKTREE Brokerage marketing representative a call.