Ose T. Okojie



Helping professionals and business owners to take care of what matters most ... Family

and help plan for a bright future.

 

 

 Ose T. Okojie, LUTCF, ChFC

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. Or perhaps you have a special needs family member, a disabled child or adult, you may want to ensure that the necessary funds are available to your family member if you are no longer here to take care of them. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.  

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As an agent with New York Life Insurance Company, and a Registered Representative of NYLIFE Securities LLC, in the Houston General Office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

 

I build relationships with other professionals such as attorneys, C.P.As and community organizations for the benefit of providing comprehensive service to my clients as they face many personal, business and financial challenges.

 

In addition to that, I also offer free educational seminars to local churches, professional organizations and community groups. Please contact me to make arrangements for me to talk at your next event.

 

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting, where you should expect exemplary service.

 

Thank you for your interest.


Ose T. Okojie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside this state referenced.

 

Ose T. Okojie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer 1330 Post Oak Boulevard, Suite 1900, Houston, TX 77056, 713-961-4545 In this regard, this communication is strictly intended for individuals residing in the states of TX and MN. No offers may be made or accepted from any resident outside the specific states referenced.




 

 
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

More Newsletters →