Your Pathway to Financial Success
A BROKER DEALER THAT MAKES IT EASIER TO SUCCEED
Flexible affiliation options, discounted fees for independent reps Streamlined compliance review, ease of doing business Competitive payouts
ROBUST PRODUCT ACCESS & TECHNOLOGY SUITE
Access to major product lines of life insurance and annuities Alternative investments including pre-ipo companies, hedge funds, and private equity Technology and tools to streamline business operations
EXPERTISE SERVING HIGH-NET-WORTH CLIENTS AND FOREIGN INVESTORS
Premium financing capabilities, advanced life insurance planning Foreign national underwriting Impaired risk underwriting
Comprehensive Financial Solutions
Foreign National
There are myriad opportunities to expand insurance sales and help high-net-worth clientele. Blue Ocean has extensive experience in working with Foreign National clients from Asia including:
Premium Financing
Blue Ocean is well-positioned to help advisors integrate estate and asset protection strategies for high-net-worth clientele through the expanded life insurance coverage and benefits of Premium Financing.
Global Wealth Specialists
Experts in tailored financial solutions for high-net-worth clients worldwide.
About Wealth Insurance Agency
We specialize in assisting agents and advisors in attracting and servicing global high-net-worth clientele. Our team excels in Foreign National underwriting, impaired risk underwriting, and advanced life insurance planning utilizing domestic and foreign entities. We also arrange premium financing loans to fund substantial life insurance policies. As the exclusive agency in California licensed to sell U.S., offshore, and Hong Kong domiciled life insurance and annuities, we are trusted consultants and wholesalers for several wealth management banks throughout California.