Insurance

Options for premium reduction and improved coverage.

OJM Group works with individuals and businesses to analyze existing insurance coverage, compare existing policies to alternatives, and recommend options for premium reduction and improved coverage. Because OJM is not affiliated with any insurance company, our team members can help clients secure insurance products that integrate with other aspects of their wealth plans to meet their long-term financial goals.

ARTICLES

wealth advisor working with client
David Mandell

Equity-Indexed Universal Life Insurance and Structured Notes

Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…

VIDEOS

financial advisor looking at charts
Webcasts

Cash Savings Alternative

OJM Group's Michael Lewellen, CFP® discusses an alternative to traditional cash savings methods that can generate…

PODCASTS

municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Group · Are Municipal Bonds Safe for Your Diversified Portfolio? OJM Wealth Advisor Andrew…