Annuities And Insurance

Contact Information

Jo-Ann M. Dobson
Managing Director/President Oppenheimer Life Agency Ltd.
Phone: (212) 668-5890

Oppenheimer & Co. Inc.
85 Broad Street
New York, NY 10004

Oppenheimer Life Agency, Ltd. (OLA), a wholly owned subsidiary of Oppenheimer & Co. Inc. has been providing high quality insurance products and services to individuals and institutional clients since 1977. OLA has maintained relationships with the major leading insurance companies (all A rated by A.M Best) to offer a wide variety of quality product. Through its strategic alliances, OLA can provide comprehensive solutions for your client’s wealth transfer, advanced estate planning and business succession needs.


Annuities are an ideal investment vehicle for accumulating assets for retirement planning purposes. Oppenheimer offers an open architecture platform that features over 25 A rated insurance companies which provide variable, fixed and immediate annuities. These products are able to address the risks that clients planning for retirement face including longevity risk, market risk and inflation risk. While annuities may not be suitable for all clients, annuities may be a good choice for some clients as part of their overall retirement portfolio.


Our strategic alliances provide consistency throughout our branch system on all levels of competitive advanced planning support. These alliances deliver a coordinated management and planning process unique to the industry, offering a portfolio of product, which includes and are not limited to, competitive whole life, universal life, variable universal life, term life, long-term care, disability, and lifetime settlements. Through these strategic alliances clients can draw from the expertise of professionals with a consistent, comprehensive, and evolving marketing platform in advanced sales concepts, to meet any and all of their wealth management needs.


OLA also offers a full range of employee benefit products, programs, and services to clients. Oppenheimer stands out as being the only financial service firm to offer these types of innovative solutions. Through our strategic alliances, Oppenheimer Financial Advisors are able to access expertise in insurance brokerage services enabling them to provide the highest quality of service to the companies that are clients of Oppenheimer.