Blue Ocean Financial Network, a Simplicity Company, has extensive experience helping agents and advisors attract and service global high-net-worth clientele. Led by Christopher Yen, Blue Ocean is comprised of experts in Foreign National underwriting, impaired risk underwriting, advanced life insurance planning using domestic and foreign entities, and the arrangement of premium financing loans to finance large life insurance policies. Blue Ocean is the only agency in California directly licensed to sell U.S., offshore, and Hong Kong domiciled life insurance and annuity products, and is an approved consultant and wholesaler to several wealth management banks in California.

Foreign National

Blue Ocean is one of the largest marketers of Hong Kong domiciled carriers such as AIA, AXA, Prudential, and China Life.

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Premium Financing 

Blue Ocean is a leader in premium financing, helping high-net-worth clients finance significant
insurance premium costs.

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Underwriting

Blue Ocean possesses extensive underwriting experience and expertise, assisting in the placement of unique and challenging cases.

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