Protection Platform

Oculo Advisory Group is an insurance Brokerage General Agency (BGA)

We represent four main categories of products: Life Insurance, Long Term Care Insurance, Disability Insurance and Annuities. But it’s not about how they’re categorized; it’s about their impact on your life.

We work with financial professionals who are certified to sell insurance, such as licensed advisors, financial planners or registered investment advisors. Those advisors come to us with the information about their clients; we do all the processing while leveraging our relationships with insurance companies in order to find the product that best fits your needs. In fact, we represent more than 80 top-rated carriers, rather than just one. Each one has products with unique options and requirements, so how do you know which is the best for you? That’s where we come in.

Our Philosophy

“A competitive advantage” – every brokerage company in our industry says they can bring it to you when it comes to getting the best offer or the highest commission on a particular case. Our extensive resources mean we’re not just about that one case, we’re about every case.

Our commitment to service is the cornerstone of our business. Our dedicated insurance professionals, many with advanced sales and underwriting expertise, are singularly focused on delivering the high touch service you need to grow your business – one client relationship at a time.

Our Priorities

Earning trust

Above all else, trust is the foundation of a strong relationship. Advisors are looking for a certain level of service and quality … and you can be confident we’ll meet and exceed Expectations. That’s why we consider you a partner, not a client, delivering personal attention on every case. Our dedication stems from a deep-rooted culture of responsiveness, results and care. We’re ready to earn your trust. It’s what you deserve.

Building relationships

Advisors come to Oculo because the experience is relational — not transactional. We don’t sell a product or just process cases … we listen to concerns about your coverage, answer questions and provide effective solutions. Our position in the marketplace allows us to be an influence broker with insurance companies, so we can be a bold advocate for you and your clients in order to achieve more favorable outcomes.

Our Services

Advanced Markets
Advanced Markets is a team of sales specialists who collaborate with select producers on intricate cases involving sophisticated estate planning, tax concerns or other high-level concepts.
Underwriting Advocacy
Underwriting Advocacy gives you the leverage of an on-staff medical director, strong carrier relationships and a file build process that delivers apps in good order, providing clients with more favorable outcomes.
Oculo Advisory Group
Oculo Advisory Group provides our partners with back-office support at varying levels by taking applications, coordinating medical interviews and documentation, and providing advocacy through the underwriting process.
Online Contracting
Online Contracting allows advisors to quickly and easily complete the contracting process with a single form, and the one-time data entry can be used to access multiple carriers.
Point-of-Sale Expertise
Point-of-Sale Expertise means you don’t have to be an expert – you just need to meet with the client, then we can hop on the phone and help work through the complex details.
Oculo Audit Program
Oculo Audit Program brings clarity to existing policies through a consultative life insurance portfolio analysis that puts clients in a position to reaffirm, modify or adjust their coverage and demonstrates that you’re looking out for their best interests.
Consultative Case Design
Consultative Case Design means we’ll dig deeper than the illustration to understand why the client needs coverage, and we’ll provide a range of potential solutions with marketing materials to back them up.