A Letter to Our Clients: Together, we are facing a truly unprecedented situation.The global coronavirus pandemic is affecting all our families,our business,our communities,and our way of life. Our hearts go out to anyone who has been impacted by the virus, either directly or indirectly. Our thoughts are especially with those who are sick, to whom we extend our heartfelt wishes for a full recovery. And we are truly inspired by the selfless healthcare workers around the world who are on the front lines working tirelessly to care for people in need. We are working with clients over the phone and through digital channels as much as possible. We have postponed our in-person seminars. While we are in uncharted territory, we are still relentlessly committed to our client’s success. Our company was founded on core values—trust, client’s success, innovation, and equality—and our values are unwavering and continue to guide everything we do. During this time, we are supporting communities across the globe through philanthropic donations. This moment reminds us that we are all connected like never before. We are called upon to be our best selves, with patience, understanding and compassion. Be Safe, Be Healthy, Jim Barlow OakTree Premium Finance
I’m Jim Barlow, We at OakTree Premium Finance look for disruptive innovations within the life insurance world.
Our first strategy is that we overfund life insurance policies, blending life insurance, finance and investing, creating a tax-free investment which will probably be the best performing investment of our clients lives. We use this strategy not only for a private retirement income but also for business succession plans, wealth transfer plans and legacy plans.
Our second strategy is that we make buying life insurance simpler, easier, less stressful and 100% online. We call it our "Quote & Apply" system. Our buzz line is "Life insurance quotes in seconds & apply in minutes". And if you need help, we can consult over the phone.
Our third strategy is helping business owners assemble a business valuation plan and again simplier, easier, less stressful and 100% online for a very low and reasonable price.
Overfunding life insurance. Blending Life insurance, finance & investing.