OC Consulting Group (OC) is a fee-based life insurance consulting practice that is brought in by and works closely with attorneys, CPAs, trustees, family offices, non-profits and high end financial and insurance advisors to bring expert and independent insurance information to the table. The basic premise of the operation is that Objective Information Drives Informed Decisions.
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OC analysts bring a wide range of services imperative to proper procurement, analysis and ongoing management of a life insurance portfolio. From simple second opinions to in-depth actuarially defensible analysis, from front end strategy development and implementation to ongoing management, if it has to do with life insurance, OC is your resource.
Appropriately procuring, effectively analyzing and efficiently managing life insurance mandates understanding, attention and tools seldom available to most consumers and advisors. We discover, design and implement strategies to optimize performance of committed assets as well as avoid the inevitable disappointment and potential financial repercussions of an unmanaged policy.
While we don’t want to give the impression that the sky is falling for every life insurance policy out there, it’s a documented fact that most policies are underperforming the assumptions on which decisions were made and the policies procured.
Life insurance consulting and policy management involves in-depth financial analysis of policy performance relative to original assumptions and systematic benchmarking against market alternatives. It’s about understanding the changing goals and risk tolerances of clients and managing them against the constantly
Policy maintenance doesn’t cut it anymore. Ongoing and active professional policy management can protect against a wide variety of potential policy disasters, assure policy stability and gain maximum efficiency of committed resources. This can result in meaningful savings and/or increased
We are here to provide objective information to drive informed life insurance decisions.
Providing a powerful safeguard for your financial future
Understand the various types of life insurance policies
Ensuring that your financial future is secure
Security for both present and future generations
An explanation of why a policy can’t accept enough money Though this is pretty simple, I’ve run into it repeatedly
Understanding What You Need to Know But Don’tBy Bill Boersma A marketing piece by a well-known and major player in
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