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Tailored Financial Services
Explore our comprehensive range of premium financing solutions designed for your unique financial needs.
Select Client Challenges We Address:
At Red Oak, we offer a suite of financial services designed to meet your unique needs. From consulting to risk management, our expert team is here to guide you.
Estate Tax Mitigation
A proprietary solution designed for estate tax-mitigation for those with net worth of $25M+.For financially and philosophically aligned clients, these strategies are generally utilized for the financing of premiums and interest of $10M-$400M of permanent life insurance.
Business Owner Retirement and Succession Planning
Architect your own exit. Designed for business owners designed to unlock the unrealized equity value of their business for succession planning and supplemental retirement income.
Discriminatory Executive Benefits and Worksite Benefits
Golden parachute / golden handcuff strategies to attract and retain key talent. Company-wide solutions designed to promote employee engagement and retention through life insurance policies with optional Long Term Care (LTC) riders.
LIRDA (Life Insurance Relative Deviation Analysis)
A free life insurance review service we offer to clients, professional partners, and trustees, LIRDA (Life Insurance Relative Deviation Analysis). We seek to unearth more cost-efficient coverage with better performing products. The UPIA (Uniform Prudent Investor Act) requires trustees and fiduciaries to manage, monitor and evaluate all investments in their care ANNUALLY.
Retirement Income Strategies
Supplemental retirement structures designed for family protection and tax-free retirement income generation.
Long and Short-Term Financial Protection
Advanced strategies for long and short-term financial exposure.
Buy/Sell Business Protection
Advanced planning and strategy for businesses with multiple partners.
Solutions for every client's financial journey
The Red Oak PFS Solution
Estate Amplification for Clients with $25M+ Net Worth
PRSPlan™
Executive Retirement and Business Exit Strategy
Life Insurance Portfolio Review Service
Life Insurance Relative Deviation Analysis (LIRDA)
Worksite Programs for Employees
Attract and Retain Talent with Award Winning Benefits Offers
More Premium Finance Solutions Provided by Red Oak
Estate Planning • Key-Person Insurance • Buy-Sell Agreements • Business Debt Protection • Charitable Giving • Tax-Free Replacement Income
Unlock Financial Potential with Red Oak's Premium Financing Solutions
Red Oak's premium financing services offer tailored solutions that empower high-net worth individuals, businesses, and non-profits to achieve their financial objectives. Our expert strategies ensure optimal leverage of insurance premiums, enhancing your financial flexibility and growth potential.
Tailored solutions for your unique financial goals.
Expert strategies that maximize your financial leverage.
Unparalleled service designed for high-net worth clients.
Unlock Your Financial Potential
Contact us today for personalized solutions and insights.