Welcome to the Oasis!
The time is now to have a plan in place to help your child/grandchild with their start in life! Leverage the power of compounding interest to make sure your child’s future is secure!
Leveraging Insurance products can help you VASTLY improve your retirement picture or estate planning by vastly reducing if not eliminating taxation. The best laid financial plans are still subject to death taxes! Don’t enrich the IRS, enrich yourself and your family!
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Disability
What happens to your bills and obligations if you are unable to work? Income replacement can be vital in ensuring your family’s safety!
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All Types of Life Insurance
Making sure your family and loved ones will be set for life if ANYTHING happens to you may be the greatest gift you can give!
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Long Term Care
There are multiple ways to make sure you have options when you need long term care! From a full Long Term Care policy, to well crafted Living Benefits in more traditional policies, let’s make sure you are ready!
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Cash Accumulation
There are multiple options to ensure your money is multiplying instead of sitting! If you are not getting guaranteed returns of 8-10% on your nest egg, we DEFINITELY need to talk! We can leverage a variety of products to accomplish this goal, from IUL’s to Annuities, IRA’s and 403B plans.
Introducing the Oasis Vault!
Do you have multiple policies, from different companies, in different places? Is your will up to date and handy? DO you have at your finger tips all important numbers, information, etc? Welcome to the Oasis Vault! All Oasis policy holders receive a free electronic Vault to store ALL important documents and keep everything in one place - do your family the favor of preparing well! Leverage the free Oasis Vault to revolutionize your preparation! All policies, in one place instantaneously!
Contact Us
Do you need a custom quote for yourself, your family, or loved one? Can we help you look at College planning for your children or tax-free retirement options for yourself? Please feel free to message with any questions and we will get back with you as soon as possible!