OAKTREE Brokerage

Our mission at Oaktree is to educate and equip our advisors with the most current information on the market.

[OAKTREE Brokerage @SellwithOaktree]

"Annuity sales—helped along by rising interest rates—are surging." https://t.co/FpHDZIFo46 #annuities #annuitysales #interestrates

[OAKTREE Brokerage @SellwithOaktree]

In the aftermath of the 2008-09 financial crisis, Americans flocked to the safe gains provided by fixed annuities and sales soared. It is happening again. https://t.co/iBvztwNMN5 #annuities #financialsecurity

[OAKTREE Brokerage @SellwithOaktree]

Is an Income Rider right for your client? Here are some helpful questions to help you make that determination: https://t.co/3kHp2V980s #annuityincome #annuities #retirement #incomerider

[OAKTREE Brokerage @SellwithOaktree]

"The current market environment 'could not be a more perfect time' for those who are in the 'retirement red zone' to add a fixed indexed annuity to their portfolio." https://t.co/lQ2Wz8A5mL #indexannuities #annuities #annuitymarket #retirement

[OAKTREE Brokerage @SellwithOaktree]

"According to the North Carolina Education Lottery, a winner that chooses the lump sum would get $929.1 million before taxes. The annuity, on the other hand, would pay out the full $1.9 billion over 29 years." https://t.co/Er995h16s8 #lottery #annuity #powerball #annuities

[OAKTREE Brokerage @SellwithOaktree]

How can we as financial professionals make this experience better for our clients? https://t.co/ttd89ix3ST #annuities #lifeinsurance #insurance #helpingclients

[OAKTREE Brokerage @SellwithOaktree]

"Almost all new annuity contracts provide an immediate benefit. Is it income? Is it safe? Is it freedom from market risk? The answer to those questions is yes! Plus more." https://t.co/hLHpKvffqG

[OAKTREE Brokerage @SellwithOaktree]

5 reasons to become an Independent Insurance Agent. ⬇️
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#lifesales #lifeinsurance #sellinginsurance #insurancebusiness

[OAKTREE Brokerage @SellwithOaktree]

"Three-fourths of respondents say they would like more guaranteed income in retirement than they already have or expect to have." https://t.co/BmmNGVldMR #retirement #annuities #retirementincome #salesopportunities

[OAKTREE Brokerage @SellwithOaktree]

Four features that make premium finance one of the best retirement income strategies:

1. 3X Matching
2. FIVE Years of Contribution
3. TAX-Deferred Growth
4. TAX-FREE Income

Call us today for more info at 800-842-9124 x138. #lifeinsurance #premiumfinance #lifesales

[OAKTREE Brokerage @SellwithOaktree]

Looking to upgrade an existing annuity or life insurance policy? A 1035 exchange might be the solution. #lifeinsurance #annuities https://t.co/Y4cLwH6o1B

[OAKTREE Brokerage @SellwithOaktree]

In a volatile market, Indexed Universal Life policies can combat inflation, and hold strong for your clients. Here is a timeline that demonstrates the power of #IUL over a 10-year period: https://t.co/hrxKNDe8Fw #lifeinsurance #volatilemarket #indexes

[OAKTREE Brokerage @SellwithOaktree]

Looking to get your #lifeinsurance clients approved in less than 10 minutes?

Give us a call today. 800-842-9124 x137

[OAKTREE Brokerage @SellwithOaktree]

“Being authentic to yourself and your personal brand is critical to your success on social media...Don’t think about being what your clients want to see – just be you.” https://t.co/dLbO9sYsL9

[OAKTREE Brokerage @SellwithOaktree]

Annuity agents: are you taking advantage of high fixed buckets for guaranteed growth?

This is an excellent strategy in volatile markets to take guaranteed growth for your clients. Then, you can re-allocate those funds in a strong index in the next year.

#Annuities #SalesTip

[OAKTREE Brokerage @SellwithOaktree]

A great article to share with younger clients! Make sure they are protected!

https://t.co/UH7yaieHEX

[OAKTREE Brokerage @SellwithOaktree]

Life Insurance sales are up! Let us help you finish the year strong

https://t.co/PT10SbBngD

[OAKTREE Brokerage @SellwithOaktree]

9 Tips to grow your Life Insurance Business!

https://t.co/J2hgFEzQJE

[OAKTREE Brokerage @SellwithOaktree]

One of the easiest ways to help your clients with estate planning.

https://t.co/jvA9Z935Hj

[OAKTREE Brokerage @SellwithOaktree]

Your client's retirement should be part of the conversation you are having with them. Whether it is for life insurance or annuities. Not sure where to start? We can help.

https://t.co/c5bpgBGiNq