Here at Oak, we understand that the continued success of our company begins with the integrity of our agents, and ends with the satisfaction of those they serve. As such, it is Oak’s Pledge to both educate and work with agents of the highest caliber, while providing the level of concierge service commanded by today’s affluent market.
Planning, preserving, accumulating or succeeding? Oak Insurance Group has a solution to meet your needs. We speak insurance.
For larger estates, with total assets that supersede the current applicable federal exclusion for an individual or married couple, there are certain Estate Planning steps that should be considered. A life insurance policy is at the top of the list.
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Wealth Preservation places an emphasis on maintaining and protecting existing wealth, versus generating income. However, Life Insurance offers the policy holder not only the ability to provide immediate financial protection, but also the potential to generate future income and grow estates assets via cash value accumulation.
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Wealth Accumulation is a gradual, and often arduous process. One tool that could make this process less difficult is Life Insurance. Estate value is determined by adding up the market value of all physical and personal assets, then subtracting out all liabilities. If structured and funded properly, cash surrender value inside of a Life Insurance policy may accelerate this process.
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Planning for the eventual exit from a company is an important, yet all too often over looked, responsibility of the business owner. Many times, a solid Business Succession plan will include the use of a Life Insurance policy.
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In any business, there are risks that lie in the unforeseeable. Unknown exposures or unforeseen events can rear their head when you least expect it. If properly structured, Life Insurance can play an integral role in providing Creditor Protection to insure against just such events.
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Today, more than ever, corporations must find a way to set themselves apart from their competitors. By offering a Corporate Multi-Life insurance solution, Corporations today can realize and effective way to recruit, retain and reward valuable employees by offering them a salary continuation plan that can offer 10 to 15x their annual salary, with no medical exams.
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Few people like to talk about it. Even fewer like to plan for it. In the event that a primary income producer is no longer able to provide for his or her family, a Life Insurance policy is often the best way to provide Income Replacement.
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It’s likely that at some point each of us will require long term care, brought on by either chronic illness or disability. In fact, it is estimated that 70% of people 65 plus will need Long Term Care. A Long-Term Care policy provides a solution for those who find themselves in need of assisted living, or the more advanced care offered by a skilled care facility.
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