For quality products and services through a mutual-based, reliable organization, visit us at The Overstreet Agency. We provide unrivaled products and support for you and your clients, leaving you the space to grow your practice and ensuring your clients’ future financial stability.
Working with Ameritas through The Overstreet Agency provides you the support you need to present your clients with expertise in taxation, business and estate planning, insurance and wealth management, and everything they will need to strategize an effective financial plan for the long-term. Your support services enable you to learn from the best through flagship and focused events, along with study groups and online learning sessions.
Expand your services and offer more for your clients with tried-and-true life insurance and variable annuities. With the support of experienced industry professionals and quality products, your practice will grow exponentially.
What are the advantages of choosing to work with The Overstreet Agency as an Ameritas producer? We offer comprehensive coverage, tools, and support to ensure you have the success you deserve:
Life Insurance Products
You’ll gain the benefit of lower expense charges and no surrender charges. This is based on our life insurance design which removed the sales commission and home-office expenses. You’ll have a no-load variable annuity and low-load variable life insurance. This keeps costs low and value high for both you and your clients. Our products are all designed to offer flexibility and ease; you will be able to easily explain all products to your clients so they have a clear understanding and can make fully informed decisions. Liquidity is the key to our products so that your clients and you have access to a flexible life insurance experience. Vanguard, Dimensional, and Fidelity, and other financial managers are all available low-cost investment options through Overstreet.
Producer Tools
We have carefully crafted the tools we provide you in order to pave the way to an easy wealth management approach. You’ll have direct access to marketing and educational materials for you and your clients, including life insurance policy reviews, cost comparisons of available annuity programs, beneficiary reviews, and more. Plus, you hold all the control of your client relationships through comprehensive client accounts. Overstreet provides all the support you need to help you accumulate, manage, and protect your client’s wealth and the future of their family’s financial health.
Mutual-based Advantage
Financial stability is the cornerstone of any worthy insurance company, and Overstreet is fully backed by Ameritas’ group ratings. Together, we work to ensure the financial best interests of our policyholders and members are always represented and protected. Transparency in ratings and our annual report, along with sustainable growth is what you will gain by choosing to work with Overstreet.
Professional Support
With The Overstreet Agency, you have control over how and how much we support you. We have a strong advisor solutions team that can facilitate each and every process for you or can simply provide guidance and support along the way. This includes illustration software for proposals and application paperwork, as well as daily monitoring of life insurance cases. We can oversee everything from coordinating medical requirements to administrative activities, leaving you free to grow your client base. Additionally, you can continue to build your free-only practice while we review and transfer your existing variable annuity business.
