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.