Professional review
of a client policy
Insight into tax
liability management
Provide long-term
retirement planning
Build trust &
increase your AUM
Wealth security for your high end portfolios
We educate you about how life insurance fits with other financial products.
We empower you to easily and quickly compare across top carriers and thousands of policies with our proprietary tech.
We manage the burdensome application and underwriting processes for you and your clients.
We help you build your life insurance sales practice with our marketing materials.
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We offer you exclusive access to the Optifino experience to build trust with your clients — leading to the expansion of your book of business.
Understand life insurance
as a “wrapper”
Education to make
you an expert
Integrate with client
financial goals
Explore multiple
commission structures
Understand compliance
and regulations
Increase wealth
management with trust
Facilitate the introduction and we handle the rest — with you involved as much as you want — while helping you get paid.
Our Wealth Legacy Architects begin with a professional policy review or a second opinion on recommendations.
We work with you and your clients to understand and input their goals into our interactive platform that designs the ideal portfolio and simplifies benefit decisions.
We track each step of the process, including underwriting, while continuing to address aftercare.
We offer a range of commission structures and working relationships based on your licenses and the policy type that is best for the client.
