We help our agency partners and their financial professionals build stronger businesses and better serve their customers through innovative marketing solutions, exclusive tools and services, and in-depth operational support.
President
Ogletree Financial is a family-owned company backed by some of the best talent and experience in the industry. We started in the wholesale life insurance and annuity space in 2005 because we understood that we could touch many more lives by growing a national field of advisors. As we grew, so did the number and quality of advisors working with us.
We have certainly seen the industry change over the years. Luckily we had the foresight to change with it. When I started out in the life insurance industry back in the early 1990s, we worked 100% face to face. Today I would venture to say that our advisors are selling 80% to 90% of their business virtually.
In 2015, we decided to take our business virtual. And it worked. By building and investing in consumer facing lead generation websites that develop term, whole life, IUL and annuity leads we are able to keep many of our advisors at MDRT levels and some at TOP of the Table production.
When you partner with Ogletree Financial, you will be able to plug directly into our virtual selling platform, it’s already done for you.
President
Financial Technology Specialist
Insurance Specialist Traditional Products
Agent onboarding and New Business
We have relationships with the industry’s top carriers to ensure you have
access to the best products and industry-leading commission rates.
About Ogletree Financial Services, LLC. All rights reserved. For Financial Professional use only, not for use with the general public.
