Life Insurance is now easy with our experts.
With over 25 years in of experience in helping clients to find the best life insurance and annuity policies.
We find a policy that works for you and your family and we will also fight to get you the best deal.
We help you find a policy that delivers what you need, within your budget – nothing else is acceptable to us.
“Otis was incredibly helpful when it came to sorting out the mess within our estate plan and he helped us to create a new, streamlined plan using life insurance to offset estate taxes. He took all the time to explain to us the details and made sure we understood exactly what we were doing. Now we have a plan in place that gives us peace of mind that no matter what happens, our family is protected and provided for.”
Family getting some estate planning done which utilized life insurance products to fund it
“We are retiring soon, and we wanted to make sure that we would be able to enjoy a comfortable retirement. A friend recommended us to Otis, and we couldn’t be happier! Otis was pleasant and personable, guiding us through all our options and explaining everything to us. With his help, we eventually settled on some fixed annuities – and if we ever have any questions, Otis is just a phone call away!”
Couple looking to secure their future with fixed annuities
For 25 years, O. Jones & Associates has served residents of North Carolina and The Greater Los Angeles area with financial products and services. Our mission is a simple one, and we are proud to offer a service that enables families to live happier, more secure lives knowing that their wealth, as well as their health, is secure.