Oak Insurance Group is a Life Insurance General Agency that works with blue-chip insurance professionals nationwide. Insurance professionals that work with Oak are independent and are free to offer the options and retirement income strategies best suited to the individual needs of their clients. Oak is dedicated to offering its insurance professionals the necessary sales, marketing, plan design and deployment support necessary to thrive in today’s fluid insurance marketplace.

While many general agencies are able to offer underwriting support services to their insurance professionals, it is our belief that Oak adds the extra value needed to succeed in the Ultra High Net Worth marketplace. Here at Oak we are able to blend both our insurance and capital market expertise to provide extremely cost effective policy placement options to those in need of such services.


If you would like to learn more about the benefits of working with Oak.