Business Planning

Business clients need life insurance just like they need commercial coverage on property and equipment. Business owners may want to protect themselves against the loss of a key employee or find ways to reward a key employee later in life. There are several avenues to deploy life insurance inside a business. Some of the more popular uses of life insurance inside businesses are:

  • Key Person
  • Executive Bonus Arrangements, whether restricted or unrestricted
  • Deferred Compensation
  • Buy Sell Funding
  • Disability Buy Out
  • Loan Indemnification

Effective November 2019, Oklahoma is a pre-appointment state. Producers must be appointed with a carrier prior to submitting new business.

To check your active appointments, click this link to be routed to the Oklahoma Insurance Department.

To request an appointment, click here for our contracting portal.

Please limit your appointment requests to carriers for which you intend to submit business in the immediate future.