OakTree Premium Finance

18/06/2026

Most retirement planning starts with one question: "What rate of return can I earn?" But what if there are better questions to ask? Consider these four: Question #1: What if you could participate in market gains without exposing your retirement assets to market losses? Question #2: What if your grow

17/06/2026

One of the most powerful investment lessons in The Odyssey comes from the story of the Sirens. As Odysseus sailed home from Troy, he was warned about a deadly danger.

16/06/2026

CLIENT PROFILE Age: 35 Health: Excellent Total out-of-pocket: $350,000 BANK LEVERAGE Years 1–5: $55,758/year Years 6–10: $124,408/year Total lender contribution: $900,830 TOTAL CONTRIBUTIONS Combined total: $1,250,830 DISCLOSURES Assumes excellent health Non-tobacco and non-marijuana user At hig...

15/06/2026

FOUR QUESTIONS THAT COULD CHANGE THE WAY YOU THINK ABOUT RETIREMENT Most retirement planning starts with one question: "What rate of return can I earn?" But what if there are better questions to ask? Consider these four: Question #1: What if you could participate in market gains without exposing you

15/06/2026

One of the most misunderstood concepts in Indexed Universal Life (IUL) policies is the idea of a volatility-controlled index. Many people assume these indexes were designed to beat the market.

12/06/2026

At a Glance: Client Contribution $110,000($22,000 annually for 5 years) Institutional Financing $226,700 Total Premium Deposited $347,700 Potential Client Benefits Tax-Free Retirement Income $25,000/year Beginning at age 65 through age 100 Total Income Received $900,000 Life Insurance Protection Day

10/06/2026

FOUR QUESTIONS THAT COULD CHANGE THE WAY YOU THINK ABOUT RETIREMENT Most retirement planning starts with one question: "What rate of return can I earn?" But what if there are better questions to ask? Consider these four: Question #1: What if you could participate in market gains without exposing you

10/06/2026

Most people think innovation means making something better. Clayton Christensen, the father of disruptive innovation, saw it differently: “Disruptive innovations are not breakthrough technologies that make good products better; rather, they are innovations that make products and services more acce...

09/06/2026

What if $150,000 of contributions could potentially generate $3.1 million of tax-free retirement income while providing life insurance protection and living benefits along the way? Age 40 Son At a Glance Client Contribution $150,000($30,000 annually for 5 years) Institutional Financing $342,720 Tota

08/06/2026