Doug Mitchell, CLU
President
About Us · Build Your Agency
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We help our agency partners and their financial professionals build stronger businesses and better serve their customers through innovative marketing solutions, exclusive tools and services, and in-depth operational support.
Our story
From handshakes to a virtual marketplace
Ogletree Financial is a family-owned company established in 2005 in the wholesale insurance business. From the beginning, our focus has been simple: give independent agents the tools, products, and support they need to grow agencies they're proud of.
As the way Americans buy coverage changed, so did we. The business evolved from face-to-face selling to virtual operations — today our advisors conduct roughly 80–90% of their business virtually, reaching clients across the country without leaving the office.
In 2015, Ogletree fully transitioned to virtual selling through consumer-facing lead-generation platforms spanning term, whole life, IUL, and annuity products. Nearly three decades of experience in the life insurance and fixed annuity marketplace stand behind every partner we serve.
Leadership team
The people behind your agency
A close-knit team of specialists in technology, traditional products, and new-business operations — here to help you build.
Louis Labash
Financial Technology Specialist
Rob Pinner
Insurance Specialist, Traditional Products
Holly Mitchell
Agent Onboarding & New Business
Carrier partners
Our Carrier Partners
We have relationships with the industry's top carriers to ensure you have access to the best products and industry-leading commission rates.
Partner with Ogletree
Let's talk about where you want your agency to go — and how we can help you get there.