Term Insurance, Universal Life, Survivorship Life, Whole Life, Simplified Issue
SPDA, FPDA, MYGA, FIA, SPIA
Disability Income Insurance, Individual Plans, Group Plans, Critical Illness Plans
Traditional Tax Qualified Plans, California Partnership Plans, Linked Benefit Plans, Annuity Multiplier

Your One Stop Insurance Brokerage Source

Welcome to Orange County Brokerage where service, innovative products and outstanding compensation are provided to our brokers.

Orange County Brokerage Insurance Services, Inc. has been providing life insurance, annuities and long term care to the agent market for over 36 years. We are also a partner with Insurance Designers of America, a group of insurance brokerage companies covering the United States. As such, we are affiliated with some of the most noted carriers in the country.

However, we are more than your typical brokerage company. When we were founded, our main interests were not only providing top of the line carriers and compensation, but a back office that would allow agents to do what they do best, being a salesman and not a paper pusher. You take the application and then let us handle that which is required after the initial sale, i.e., ordering medicals, acquiring attending physician statements and making sure that the application when presented to the carrier is complete.

Who We Are

Innovative Products – We’ll keep you up to date on the latest product and marketing advancements. Table shaving programs, Return of Premium Term, Premium financing options etc…

Outstanding Compensation – Our investment in technology pays dividends that contributes to our operational efficiency. Higher efficiencies allow us to pay you higher compensation than our competitions.

Why choose us ?

We provide our agents with ideas to aid in the sales process. That could mean providing you with a comparison of indexed life or annuities products showing different scenarios that each carrier may offer or a simple term comparison depicting the least expensive products available depending upon your client’s insurance needs and their current health situation.

Give us a call today, even if you don’t do business with us we will be more than happy to help you make your next sale! We also offer product introduction at no cost to agents, why pay to learn about products?

 

Are you getting offers on your tough cases?

 

We are what you are looking for when your clients take NO for an answer, call us (we’ll make you a hero)

 

Hopefully, you’ll give us the opportunity to prove that Orange County Brokerage Insurance Services can be your partner when providing for your clients.

Marketing/ Products

home marketing

At Orange County Brokerage we offer a complete array of life insurance, annuity, disability income and long-term care products. For more information on the various product types click on the “tabs” above.

Need additional resources to help close a sale? Use our Virtual Sales Assistant to download.

  • Sales concepts
  • Specimen documents
  • Client presentations
  • National Underwriters – Tools and Techniques
  • Fact finders
  • Tax information