Advisor tools
Get appointed with Oak
Complete your agent profile and we will send the Oak agent agreement and carrier contracting packet.
Why advisors appoint with Oak
Large-case support without giving up your client
- Carrier access. Contracting with nearly every national life carrier.
- Premium finance. Structuring and lender relationships for financed cases.
- Case design. Illustrations, underwriting advocacy and point-of-sale materials.
Prefer to talk?
(352) 720-0088
contact@oakinsurancegroup.com