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Introducing O.A.S.I.S. by Crescent Private Client Group.  O.A.S.I.S. is an agent/advisor portal focused on providing access to technologies and resources to help develop, evaluate, and close new life insurance opportunities.  O.A.S.I.S. is an open architecture platform designed to properly align products and technology to provide solutions that allow a more focused approach to larger business goals.


An organized onboarding strategy is vital to the overall success of a new partnership.  Our senior management team will help develop a successful strategy that considers all aspects of your team, to make your introduction smooth and well-orchestrated, and to craft a platform best suited to meet your advisors and their clients’ needs.


Operations1Compensation and Commission Structure

  • Discuss compensation arrangements, rules of engagement, and establish clear selling arrangements and flow of commissions

Carrier Line-up and Suitability

  • We will review our carrier lineup and product availability and discuss the carrier compensation grid.  We will set up workflow requirements and protocols for suitability and compliance.


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3630 Peachtree Road, Suite 750
Atlanta, GA 30326

Crescent Carolinas
100 Sutter Drive, Unit 301
Myrtle Beach, SC 29575

Crescent Florida
1089 West Morse Blvd., Suite C
Winter Park, FL 32789

Crescent Austin
3600 Bee Cave Road, Suite 200
Austin, Texas 78746

Copyright 2022, Crescent Wealth Management, Inc.
Securities offered through Lion Street Financial, LLC., Member FINRA & SIPC. Investment Advisory Services offered through Crescent Wealth Advisory an investment advisor registered in the State of Georgia. Crescent Wealth Management and Lion Street Financial are not affiliated.
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