Being an independent life insurance agent certainly has its challenges.  While we are not a fit for every agent, we at Ogletree Financial can provide you with marketing help, sales ideas and case management to make your life easier.  We do life insurance – term, Indexed universal life or whole life.  Our passion is cash value life insurance and we have invested a lot of time and money into providing the best marketing available in the industry.  As an advisor with Ogletree Financial you will have:


  • Access to the top carriers in the industry
  • Always top commissions with advances
  • Carrier Compliant IUL Marketing Platform including powerpoint presentations, IUL Proposal Software and turnkey seminar marketing
  • You are never captive to us and you will have the independence to work with other MGAs


Ogletree Financial Services

We’ll be happy to discuss the carriers we have available, commission structure, and the easiest way to get contracted.  We offer programs for success – are we a good match to help you meet your goals? 

(334) 821-7137

Ask for Doug

Contracting Questions?

Contact Holly for any questions on your carrier contracts!


Pending Business

You may check the carrier websites to get status updates on your pending business.  Call me if you have questions about any of the pending new business requirements!


(334) 209-0541

Ask for Holly