About Your Agent
Robert P. O'Leary, CLU |
Robert P. O'Leary, CLU, is the CEO and developer of ChoiceQuote Insurance Services, Inc., CQ. Since 1998, CQ has offered, an interactive term life insurance quoting and application processor for consumers at choicequote.com.
Prior to creating ChoiceQuote, O'Leary served as a life sales manager for a major multiple- line insurance co. Subsequently, as marketing vice president and board member, he developed and implemented a life insurance sales strategy for a health insurance co. In 1977, he created Connelly, O'Leary, Collins Insurance & Financial Services, Inc, a regional benefit-planning agency. In 2003, O'Leary added new sites for travel insurance site, 4travelinsuranceinfo.com and a guaranteed/simplified issue insurance site, cqgi.com.
O'Leary, earned his CLU (Chartered Life Underwriter) in 1972 and was awarded the CFP (Certified Financial Planner) designation in 1982. He has taught college and MBA classes on insurance. He also presented seminars on insurance countrywide for Arthur Young, the national accounting firm.
In addition to Internet clients, O'Leary regularily consults for fee-based financial advisors for their high net worth individuals. He has also been a frequent guest on Jim Jorgenson's It's Your Money. He graduated from Northern Illinois University with honors in economics and has an MBA from DePaul University. O'Leary has served on various charity, professional and community boards.
An Article about Robert P. O'Leary, CLU and ChoiceQuote:
Some Articles by Robert P. O'Leary, CLU:
The Web and Guaranteed or Quick Issue, Broker's World Magazine, November 2002
Dot.Com Term Life: A Critique, Broker's World Magazine, March 2002
Dot.com Life Insurance: Where's the Value, It's Your Money, March 2000
Buying Term Life Insurance, It's Your Money, January 1999
Variable Universal Life Insurance, It's Your Money, May 1998
Buying Life Insurance, It's Your Money, November 1996
The California Insurance Report, Quarterly Peridocal, 1986-1990
Six Key Features You Should Have in Your Disability Insurance Policy, Money Matters, Fall 1984
Just Discovered Us?
Actually, we're not new to direct-to-consumer insurance. In 1977, ChoiceQuoteSM began offering our life insurance shopping services to financial advisors who needed an independent source for low cost guaranteed term life insurance. In time, we became their one-call insurance market researchers. Since then, we've helped clients acquire over $1,000,000,000 of the most competitively priced insurance from high quality companies.
Over the years you may have seen our print advertisements in the Wall Street Journal. In the fall of 1995, we went to radio to explain how to save on term life insurance use with our full service agency and extensive library of companies and prices. In May 1996, we expanded to the Internet.
Questions? Call toll-free: 1-888-SEE-TERM (733-8376) to speak with a licensed life insurance professional.
About Our Life Insurance Policies
Quoted premiums include all policy and administrative fees. ChoiceQuoteSM does not add any fees or charges.
Each insurance company reserves the right to receive an application, and to an underwriting review, if required. Quotes are not contracts, i.e., an Insurance Policy. The issuance of an Insurance Policy is subject to normal insurance company processing. Moreover, as quoting data is provided to us by various venders, we strive to but cannot guarantee the accuracy of data. Accordingly, ChoiceQuoteSM is not liable for errors or omissions. On completion of underwriting, the Insurance Policy you receive will contain written confirmation of all benefits, guarantees, and policy limitations. The insurance policies referenced may not be available in all states.
Globe Life & Accident Insurance Company
204 N. Bobinson
Oklahoma City, OK 73102
Phone: 405.270.1410
Company Type: Stock
Year Established: 1951
Liberty Life Insurance Company
POB 789
Greenville, SC 29602-0789
Phone: 864.609.8111
Company Type: Stock
NAIC Number: 65323
Year Established: 1905
Ratings:
- A. M. Best Company (Best's Rating) - A
Presidential Life Insurance Company (in Texas dba Rockland Life Insurance Company)
69 Lydecker Street
Nyack, NY 10960-2103
Phone: 888/ PRES LIFE
Company Type: Stock
NAIC Number: 68039
Year Established: 1965
Ratings:
- A. M. Best Company (Best's Rating) - B+
- Standard & Poors (Financial Strength) - BB+
- Moody's (Financial Strength)- Ba1
License and Legal
ChoiceQuoteSM Insurance Services, Inc., is a California licensed corporation, No. C1298573, and has maintained license No. 0711831 with the California Department of Insurance, since 1977.
Previously, all insurance activities were conducted from 1977 under the individual agent license of Robert P. O'Leary, #0526854 and/or Connelly, O'Leary, Collins Insurance & Financial services, Inc.. Connely, O'Leary, Collins Insurance & Financial Services, Inc., since 1986. Robert P. O'Leary, CLU GA License #597908. ChoiceQuoteSM is a domestic US Agent/agency.
ChoiceQuoteSM Insurance Services is a registered Service Mark and all web pages, code, and data within are copyrighted © 1996-2006 by ChoiceQuoteSM Insurance Services. Further, all our rights are reserved, including reproduction by electronic and/or mechanical means. You may set pointers to our URL from other web pages, but ChoiceQuoteSM web pages may not be duplicated or included in any other form.
ChoiceQuoteSM can provide quotes only for states in which it is licensed. For further information contact Robert P. O'Leary, President. In states where Corporate Licenses are not available, agents associated with ChoiceQuoteSM are the licensees. Individual agents are then responsible for providing all services to you.
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