Insurance Brokers

We work closely with select high-end brokers who can access our quality portfolio wrapped with OSI value added support to serve the tax and estate planning needs of their wealthy clients.

Our broker profile features:

• Over five years life insurance experience
• Production at MDRT level or higher
• College/University graduate
• No compliance, regulatory, criminal or financial related problems
• Access to wealthy clients - directly or indirectly

Select brokers can access our quality portfolio and services. Contact us to explore sales opportunity.