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Financial Institutions

We assist select financial institutions cross-sell their HNWI client base with life insurance and annuities to generate substantial incremental revenues, retain assets and strengthen their client relationships. Services that we provide include:

  • Compliance - advise what activities can be done where, educate and train on the generic uses of life insurance and annuities
  • Case support - advice, solution design and implementation
  • Facilitate the implementation of PPLI programs
  • Flexible business model that can work with institutions that have or do not have in-house insurance specialists

OSI offers effective and compliant support to assist select Financial Institutions cross-sell their wealthy client base with quality life insurance.

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