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owR Story

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owR_Bldg_2cManaging members, Kevin O’Connor and Frederick Wertlieb are successful and well-respected insurance professionals in the life insurance community.  Each has a philosophy about what services high-end producers need and want based on decades of experience, and how these unique services should be offered.

Their goal was, from the very beginning, to build a boutique life insurance brokerage agency dedicated to the more sophisticated insurance professional.  So, they set out to let the market place know “when knowledge and service counts, call owR.”  As the many insurance and financial professionals who have worked with owR can attest, they accomplished their objective.

Today, owR has our own building nestled on three acres of land, housing a full-time staff of 20 that is growing to meet the evolving needs of brokers.  owR Agency enjoys an unrivaled reputation in the marketplace when it comes to the high-end affluent market with brokers who sell to that market.  Everyone at owR has worked hard to earn the respect of dozens of the nation’s largest life insurance carriers, often achieving top agency status and consistently generating sales much larger than the industry average.

With our market-focused proprietary, customizable sales concepts owR is known as an innovator and experts in wealth transfer concepts and charitable giving.

We continue to set owR apart in the marketplace through in-depth policy analysis, proprietary concepts and owR's unique approach to case design and product selection.  owR employs best in class technology and the most professional and diverse staff, so we continue to meet the needs of insurance and financial professions as the industry continues to evolve.

Click on the links below to learn more.

In-depth Policy Analysis and Reviews

Proprietary Concepts

owR “OPINION”

Best in Class Technology

iGO eApp

NAILBA PLAN Aimcor Group