O'Grady & Company

Insurance - Midland, Texas, United States

O'Grady & Company Details

Since 1966, I have been helping clients with life, disability, medical and group insurance planning. I am a self-employed independent business owner. I work for the interests of my clients.I provide a representative selection of competitive insurance products from insurers that satisfy standards of financial strength, size, age, stable management, favorable ratings from A.M. Best Co., Standard & Poor's, Moody's, Fitch, and Weiss, and which offer sound underwriting, competitive products and fair treatment of policyholders.Clients engaged in total personal and/or corporate planning often require the supporting advice and services of an Attorney, CPA, CLU, Trust Officer, and Investment Advisor. I enjoy a congenial relationship with those other professionals and I encourage working together with them to secure objective and comprehensive planning results.Compensation for my work is primarily from commissions paid by insurance companies for those products that a client selects to complete their planning. I also offer consulting services for a flat fee or on an hourly basis. Regardless of the manner of compensation, my goal is to be objective and provide accurate planing and product information so that those who conduct business with me may make informed and comfortable decisions.The CLU (Chartered Life Underwriter) Pledge states,"IN ALL MY PROFESSIONAL RELATIONSHIPS, I PLEDGE MYSELF TO THE FOLLOWING RULE OF ETHICAL CONDUCT: I SHALL, IN LIGHT OF ALL CONDITIONS SURROUNDING THOSE I SERVE, WHICH I SHALL MAKE EVERY CONSCIENTIOUS EFFORT TO ASCERTAIN AND UNDERSTAND, RENDER THAT SERVICE WHICH, IN THE SAME CIRCUMSTANCES, I WOULD APPLY TO MYSELF."That is also my business philosophy.Professional and business organizations:Past President of the West Texas Area Association of Insurance and Financial Advisors; Past President of the Permian Basin Chapter of Financial Service Professionals; Past President of the Midland Business and Estate Council, an organization of Attorneys, Accountants, Trust Officers, Investment Specialists and Life Underwriters, member of the National Association of Health Underwriters, and member of the Midland Chamber of Commerce.Licensed to transact business in life, disability, medical and group insurance, annuities, long-term nursing and home care insurance, and life settlements.

Employees: 11
HQ: (410) 219-1000
Location: Midland, Texas, United States
Revenue:
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