Protect Your Family and Business with Insurance
At Oaceus Executive Insurance Strategies, we specialize in safeguarding what matters most—your family and your business. Through comprehensive life and health insurance solutions, as well as wellness programs, we provide the protection and peace of mind you deserve, now and for the future.
Protect your loved ones, secure your business, and build a healthier future with Oaceus X.
About
Our ethos is simple - to provide the most innovative and effective insurance solutions for executives, businesses, and families.
PIONEERING EXCELLENCE, SECURING FUTURES
At Oaceus Executive Insurance Strategies, we believe your life, health, and financial future deserve the best protection and guidance. That’s why we offer a complete approach—combining life insurance, health coverage, wellness programs, and financial planning—to help you secure what matters most. Whether it’s protecting your family, promoting your well-being, or building a thriving business, we’re here to create powerful strategies tailored just for you. Discover how we can help you achieve peace of mind, a healthier future, and financial freedom—all in one place.
Our Services
All of our designed to protect your family, support your well-being, and secure your financial goals.
Term Life Insurance
Essential, Flexible Protection for Peace of Mind
Term Life Insurance is a fundamental and versatile protection tool. We provide a variety of term lengths and coverage options to ensure that each client's policy is perfectly tailored to their specific needs and budget.
Example: David, a young professional, opts for a 20-year term life insurance policy. This choice gives him an affordable way to ensure financial security for his family during these crucial years, without overextending his budget.
Whole Life Insurance
Building Wealth and Financial Security with Whole Life Insurance
Whole life insurance is more than just a safety net; it’s a powerful financial tool that offers lifelong protection and wealth-building opportunities. By integrating whole life policies into financial strategies, individuals and businesses can achieve stability, growth, and long-term security.
Lifetime Coverage:
Whole life insurance provides permanent protection, ensuring your loved ones or business are safeguarded no matter what the future holds.
Cash Value Growth:
These policies build cash value over time, growing on a tax-deferred basis. This cash value can be accessed for opportunities, emergencies, or as a supplemental income source during retirement.
Example:
Meet Brian, a business owner looking to secure his family’s future while building financial reserves. By investing in a whole life insurance policy, he not only ensures his family is protected but also creates a growing cash asset he can tap into later. Over the years, this policy becomes a cornerstone of his financial strategy, offering stability and flexibility.
Whole life insurance is a reliable way to balance protection and growth, making it an essential component of any comprehensive financial plan.
Premium Financing
Strategic Financing Solutions for Lasting Financial Security
Creative and innovative strategies designed to fund substantial insurance policies effectively, allowing individuals and businesses to maintain their liquidity, optimize cash flow, and maximize financial flexibility.
Example: Sarah, a 55-year-old successful business owner, has built a thriving company worth $50 million. She is concerned about estate taxes that could burden her heirs upon her passing. To address this, Sarah wants to purchase a $20 million life insurance policy to provide liquidity for estate taxes and ensure her business remains intact for her children.
Executive Bonus Plans
Essential, Flexible Protection for Peace of Mind
Empower your organization to attract, reward, and retain top-tier talent with advanced, tax-efficient, and fully customizable strategies. These tailored solutions not only enhance employee satisfaction and loyalty but also align seamlessly with your long-term business objectives. By offering meaningful, performance-based benefits, you can ensure your key employees feel valued and motivated to drive the success and growth of your organization.
Example: Meet Emily, the VP of Marketing at InnovateTech, a fast-growing tech company. Emily is a game-changer—her innovative campaigns have increased revenue by 30% in just two years. But there’s a problem: Emily is being wooed by competitors with enticing offers that include higher salaries and attractive benefits packages.
Infinite Banking
Strategic, Tax-Efficient Wealth Building for Lasting Financial Security
Leverage the power of life insurance to create a personal banking system that allows you to access liquidity, build wealth over time, and establish a financial foundation that can be passed down through generations, ensuring long-term security and prosperity for your family.
Example: Susan, a 42-year-old business owner, has been running a successful boutique for the past 10 years. She’s done well financially, but as she looks ahead to retirement and her children’s education expenses, she realizes that her current savings strategy might not provide the financial flexibility she needs. Susan wants a strategy that allows her to grow her wealth while ensuring she has access to capital for business investments, family needs, or emergencies without the limitations of traditional savings accounts or retirement funds.
Health Insurance
Vital, Tailored Coverage for Your Health and Security
Comprehensive coverage designed to safeguard your family or business from the financial burden of medical expenses. This plan offers extensive protection against unexpected healthcare costs, ensuring that both routine and emergency medical needs are covered. Whether it's for essential medical treatments, hospitalization, or specialized care, this coverage provides peace of mind by helping you manage rising medical costs effectively. It also includes preventive care services, promoting overall health and wellness, and reduces the financial impact of both short-term and long-term healthcare needs. With tailored options to meet your specific circumstances, you can protect your loved ones or your business from costly medical bills, allowing you to focus on what truly matters.
Example: Mia is a 26-year-old recent college graduate who has just landed her first full-time job as a graphic designer at a marketing agency. During college, she was covered under her parents' health insurance plan, but now that she's out on her own, she needs to secure her own coverage. While she’s generally healthy and rarely needs medical care, Mia knows that accidents and unexpected illnesses can happen, and she wants to ensure she’s protected.
Wellness Programs
Holistic, Personalized Wellness Support for Optimal Health and Performance
Comprehensive solutions designed to enhance the health, well-being, and productivity of individuals and teams. By addressing both physical and mental wellness, these strategies focus on creating a supportive environment that fosters personal growth, improves performance, and promotes a balanced lifestyle. Whether through personalized wellness plans, stress management techniques, or team-building initiatives, these solutions aim to boost morale, reduce burnout, and optimize efficiency—ultimately driving success for both individuals and organizations.
Example: Mark, a 38-year-old project manager at a busy consulting firm, has been working long hours for the past few years. The pressure from tight deadlines and frequent travel for work has left him feeling stressed, fatigued, and overwhelmed. Recently, Mark has been having trouble sleeping and finding it harder to stay focused at work, which has impacted his performance and his relationships with colleagues. He realizes he needs to make some changes, but he’s unsure where to start.
Financial Planning
Comprehensive, Tailored Strategies for a Secure Financial Future
Tailored financial strategies designed to help you achieve your unique goals, maximize growth, and build long-term wealth. By understanding your individual needs and aspirations, we create a customized plan that not only secures your financial future but also empowers you to make informed decisions along the way. Whether you’re saving for retirement, managing debt, or planning for major life events, our approach ensures you stay on track to grow your wealth and meet your objectives with confidence
Example: Trinity, a 35-year-old marketing executive, is starting to think more seriously about her long-term financial future. She has a decent salary, but like many people, she struggles with balancing everyday expenses while planning for her future. After hearing about financial planning from a friend, Trinity realizes she needs a comprehensive strategy to secure her financial goals.
Annuities
Reliable, Tailored Income Solutions for a Confident Future
Explore guaranteed income solutions designed to provide you with a stable and secure foundation for retirement. These personalized strategies ensure consistent income streams, helping you maintain your lifestyle, cover essential expenses, and achieve peace of mind throughout your golden years. With options tailored to your specific goals, you can confidently plan for a retirement free from financial uncertainty
Example: John is 60 years old and has spent his life as a successful architect. He’s worked hard to save for retirement and has a solid nest egg in his 401(k) and investment accounts. However, he’s concerned about outliving his savings, especially considering his desire to travel and enjoy his hobbies without worrying about running out of money.
Meet the Team of Professionals
Our success is built on the expertise, vision, and dedication of our incredible staff, forward-thinking leaders, and innovative founders. Together, they bring decades of financial expertise, a commitment to excellence, and a passion for helping clients turn their aspirations into achievements. From our experienced advisors to our visionary founders, every member of our team plays a pivotal role in shaping brighter financial futures.
Adam Johnson
Chief Executive Officer
Jennifer Johnson
Chief Sales Officer
Henry Napier
Operations Coordinator
Carter Johnson
Executive Administrative Assistant
Matthew Papa
Co-Owner
How It Works
What to Expect When You Work with Us
At Oaceus Executive Insurance Strategies, we believe in making your experience straightforward, personalized, and empowering. Here’s what you can expect when you speak with our agents:
Initial Consultation
We’ll start with a friendly conversation to understand your unique needs, priorities, and goals. Whether you’re protecting your family, securing your business, or planning for the future, we’ll take the time to listen and learn what matters most to you.
Customized Solutions
After assessing your needs, our agents will present tailored recommendations, explaining your options clearly and answering any questions you may have. We’ll guide you through choices like term or whole life insurance, health coverage, wellness programs, and financial strategies to ensure they align with your objectives.
Clear and Transparent Guidance
Our team will walk you through the details, helping you understand each step of the process. We believe in full transparency, so you’ll know exactly what to expect at every stage, from policy selection to implementation.
Implementation and Follow-Up
Once you’ve chosen the right solutions, we’ll take care of the paperwork and ensure everything is set up seamlessly. Our support doesn’t stop there—our agents are always available to address changes, review your plan, or provide ongoing advice as your needs evolve.
At Oaceus Executive Insurance Strategies, our goal is to build lasting relationships and provide peace of mind every step of the way. We’re here to help you make informed decisions and achieve your goals with confidence.
TESTIMONIALS
What others are saying
"Loved everything
so far"
"Working with Oaceus Executive Insurance Strategies was a game-changer for our business. Their team's expertise in advanced market insurance and executive bonus planning provided us with tailored solutions that perfectly aligned with our needs. They took the time to understand our goals and delivered personalized service that exceeded our expectations. Thanks to Oaceus, we feel confident in the financial security of our executives and our business's future."
— Mark
"My life changed forever"
"As a CFO, I've seen my fair share of compensation strategies, but Oaceus Executive Insurance Strategies truly stands out. Their Executive Bonus Plans with Indexed Universal Life Insurance offer a unique blend of security and growth potential. With their guidance, I feel reassured about my future financial well-being while knowing that my company values my contributions. Oaceus has been instrumental in enhancing our executive compensation structure."
— Alex
"Highly recommend this"
Oaceus Executive Insurance Strategies made protecting our family and business simple and stress-free. Their team provided tailored solutions for life insurance, wellness, and financial planning, giving us peace of mind and confidence for the future. Highly recommend!"
— Sophie
STILL NOT SURE?
Frequently Asked Questions
We understand you may have questions. Let us help by providing clear answers—start here!
Question 1: Are the tax benefits really significant with your plans?
Yes, our IUL-based strategies are designed to maximize tax efficiency, reducing your tax burden significantly for enhanced wealth preservation.
Question 2: Can your plans adjust to future financial needs or changes?
Our plans offer flexibility, allowing adjustments to your evolving financial goals with custom solutions for business and personal needs.
Question 3: What happens to my funds if economic circumstances worsen?
Your funds are protected through our strategies designed to secure wealth against economic challenges and maintain stable income streams.
Question 4: How can your plans aid in business succession planning?
We provide robust bonus plans tailored for seamless business continuity, ensuring your company’s future and safeguarding legacy ambitions.
Ouestion 5: Are your plans suitable for retirement preparation?
Absolutely, our executive bonus packages are crafted for luxurious, worry-free retirement, ensuring secure financial preparation for the future.
Ouestion 6: Will these plans help with my estate planning needs?
Yes, maximize your estate’s value with our tax-advantaged strategies, ensuring effective legacy preservation for your heirs.
Ouestion 7: How can your plans help with inflation?
Our plans protect against inflation with inflation-resistant IUL strategies, ensuring your wealth retains its value long-term.
Ouestion 8: Do you offer solutions for employee retention?
We provide attractive executive bonus plans aligned with company goals to help retain top talent effectively, boosting employee loyalty.
Ouestion 9: Is your service only for high net worth individuals?
While tailored for affluent clients, our solutions suit a variety of financial situations and customizable to fit diverse client needs
Ouestion 10: How secure is the investment in your plans?
Our plans ensure security with index-linked features, protecting your investments amid market fluctuations and economic downturns, guaranteeing peace of mind
We’d love to hear from you! Whether you have questions, need advice, or just want to learn more, our team is here to help. Send us an email or give us a call to connect with one of our friendly professionals who are ready to provide expert guidance tailored to your needs. No question is too big or small—let’s start the conversation and explore how we can support you in reaching your goals. We can’t wait to speak with you!
- Adam Johnson, CEO
Disclosure
All content provided on this platform is for informational purposes only and should not be considered as legal, financial, or professional advice. Please consult with a qualified professional for specific guidance tailored to your individual circumstances.
The content, design, logos, graphics, and other materials on this platform are protected under copyright law and are the property of Oaceus Executive Insurance Strategies, LLC. Unauthorized use, reproduction, or distribution of any materials without prior written consent is strictly prohibited.
© 2025 Oaceus Executive Insurance Strategies, LLC. All rights reserved.