What We Do
We provide the crucial link between independent insurance agents/brokers and life insurance carriers to find solutions to some of the most difficult policy cases, and specializes in personalized sales support for impaired risk underwriting, business valuation, buy-sell agreements, estate equalization, key person insurance, business continuation planning, and many other custom solutions.
Why Choose Us
Our core values are built on providing creative and suitable solutions, utilizing state-of-the-art products and services. As a consulting partner our goal is to be your resource provider to assist you in meeting your client’s life, annuity, long-term care and disability insurance needs. Our team of professionals has the expertise, talent and client focus to get the job done for you. Our proven track record, and industry experience allows us to creatively and effectively identify solutions.
At Ornellas & Associates, we empower insurance agents/brokers and other financial professionals by managing the entire life insurance process for high profile cases and high net worth clients. Our expertise is unmatched, particularly in cases of business succession planning, business perpetuation & continuation, estate equalization and employee retention. We are experts in creative funding mechanisms for buy-sell agreements, deferred compensation, and key person protection.
If you’d like to get more information or join the team, click the button.
Helen Ornellas - President / Producer
Helen specializes in Life, Long Term Care, and Disability
She's a proud member of the National Association of Health Underwriters and serves on the local board of directors, currently as President Elect.