Hello, I’m Jim Barlow of OakTree Premium Finance. I provide three services, one product with three levels to that product.
FIRST SERVICE: For a bunch of years I’ve been sending out to my family, my adult children, my grandchildren and a few friends a weekly email on Saturday morning in which I give them one motivational quote and one spiritual quote. Collecting and disseminating these quotes has become my obsession and hobby. I have 4085 motivational quotes and 4845 spiritual quotes I have not send out. And that number goes up daily. Just using the motivational quote number that will take me 78 years. Humm, I wonder how long I’ll live. Anyway, I’m going to start posting them to my web site company blog.
SECOND SERVICE: A free 1-minute white board video series that I’m going to strive to produce a new one every two weeks. We all have our interests, things we love. It might be gardening, fishing, hunting, sports, painting, puzzles, or gaming. Maybe you like a particular sports team. The list goes on. We all have things that we don’t like, things we don’t care for, things we don’t love, that is what makes us different and that is okay. I’ve loved investing, having a business, being an entrepreneur my whole life. In fact, I’ve never had a salary. In college I worked as a salesman in a carpet store. After college I joined my Dad in his furniture store (I learned a lot from him) before entering the investment world. I have always loved reading books about investing and business. In contrast my wife, Barbara doesn’t want to know about investing, life insurance, estate planning or the financial world but is happy that I do; and that’s okay. Well, I’m hoping with this 1-minute white board video series I can give people quick, palatable, interesting, helpful financial nuggets even for those who don’t find the financial world or investing exciting.
THIRD SERVICE, ONLY PRODUCT, THREE LEVELS: I leverage life insurance policies to accumulate more assets for retirement. It is very similar to using leverage to finance buying a home. This is a unique niche of the investing world. In a sense I merge finance, investing and life insurance, creating a tax-free investment which I believe will be the best possible, safe performing investment of my client's lives. I use this leveraged premium finance strategies not only to provide a private retirement income for my clients but also for business succession plans, wealth transfer plans and legacy plans. The three levels are: 1. Maximum Funding (Death Benifit Option B, Early Cash Value Rider) 2. Leverage Now (Kai-Zen) (Maximum Fund plus 3 to 1 leverage) 3. Maximum Leverage (Leverage Now plus additional leverage. Collateral needed)
Merging Finance, Investing and Life Insurance.