Insurance Brokers

We work closely with select high-end brokers globally who access our quality portfolio wrapped with OSI value added support to serve the tax and estate planning needs of their wealthy clients. We serve USA based brokers who have NRA clients, select Canadian Advisors, and brokers who reside outside of North America.

Our broker profile features:

• Over five years life insurance experience
• Production at MDRT level or higher
• College/University graduate
• No compliance, regulatory, criminal or financial related problems
• Access to wealthy clients - directly or indirectly

Select brokers globally can access our quality portfolio and services. Contact us to explore distribution opportunity.