By partnering with Ogletree Financial, life insurance agencies and advisors have access to our life insurance tools designed to simplify your life insurance sales process. Product knowledge and, carrier relationships, leads and marketing tools will help you build your life insurance sales for years to come.
The ability to have new leads for IUL and Annuities on a regular basis is essential to running a successful financial practice. Our Advisor Hub program captures prospects interested in:
Our leads are generated through Google and Bing searches. Prospects are looking for education and information about these products and concepts and complete a questionnaire to speak with an advisor. These leads are instantly piped into our Advisor Hub CRM where they will receive a series of emails and texts that encourage them to book an appointment on your calendar
The Advisor Hub CRM is your key to a steady flow of life insurance and annuity business. All landing pages, funnels and workflows are done for you.
Indexed universal life insurance sales are stronger than ever. We have a 5 part IUL sales strategy that will educate your prospect and guide them through the process. Some of our most popular IUL strategies include the following:
Whole life insurance offers guarantees that no other life insurance product can offer. Our carrier partners are mutual life insurance companies with strong dividend histories. Our advisors use whole life insurance in the following ways:
Term Life Insurance products range from 5 years to 40 years of coverage. You will have access to competitive carriers for any situation or health impairment that crosses your path. Use our life insurance quoter to find your best option then apply on the spot with iGO E-apps. You will have access to the best rates and carriers in the industry.
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.
