Oceans Strategies is the leading life insurance, legacy & estate and retirement planning firm to the advisor community and their clients.

We strategically partner with and support advisors, their teams and clients by providing them direct access to our team of experienced and specialized industry experts to benefit their clients' needs and goals.

Oceans Strategies has many long-term and close relationships with companies to support advisors and their clients. These companies provide dedicated underwriters, service teams and specialized platforms that help expedite and streamline the entire underwriting and case management process from start to finish.