Special thanks to Charles Samuel, CLU, ChFC, Hanna Long, and Corebridge Financial for hosting us and advisors at Aronimink Golf Club last week. We appreciate your partnership!
Oak Tree Insurance Brokerage
保险业
Jeffersonville，Pennsylvania 105 位关注者
A concierge insurance BGA partnering with a select group of visionaries and financial professionals.
关于我们
Oak Tree Insurance Brokerage is a concierge brokerage general agency dedicated to partnering with a select group of visionaries and financial professionals.
- 网站
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https://www.oaktreeib.com
Oak Tree Insurance Brokerage的外部链接
- 所属行业
- 保险业
- 规模
- 2-10 人
- 总部
- Jeffersonville，Pennsylvania
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
US，Pennsylvania ，Jeffersonville，19403
Oak Tree Insurance Brokerage员工
动态
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Fee-only financial advisors can now implement annuities in client financial plans while maintaining their fiduciary planning model. Check out the new 5 year advisory annuity launching today! https://lnkd.in/eH5SKEHN
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Did you know fixed indexed annuities offer risk tolerance levels similar to money markets or CDs, yet have the ability to outperform typical bond portfolio returns? With ~$6.1 trillion currently parked in money market funds, and bonds experiencing an almost 2 year bear market, consider implementing annuities as a bond-alternative for risk-averse clients!? Thanks Charles Samuel, CLU, ChFC for education!
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