Insights to Transform Your Practice
Access industry insights, best practices, and educational resources to deliver better protection strategies and superior outcomes for your clients.
Featured
Three Macro Trends Impacting Long-Term Care — and Why It’s Time to Talk About It
"Three Macro Trends Impacting Long-Term Care,” explores the demographic and economic forces shaping the looming Long-Term care challenge.
Optifino Resource Library
Explore our comprehensive suite of resources, guides, and advanced planning strategies designed to help you unlock the benefits of permanent life insurance for your firm and your clients.
Ebooks and Whitepapers
More Than a Policy: Life Insurance as a Wealth Strategy
Permanent life insurance policies differ slightly in their design and function, but all have the same main attributes: they are intended to last the lifetime of the insured and contain a cash value and a death benefit.
Optifino News
Optifino and Covr Announce Deal to Transform Life Insurance Distribution
Optifino-Covr merger unites Covr's robust operational & compliance infrastructure with Optifino's AI-powered case design and analytics.
Case Studies
Case Study: Insurance Industry Veteran Mike Shean of the Dormie Group in Chicago
Confidently help clients transfer values--not just wealth--and reclaim your independence while building legacy for clients and yourself.
Ebooks and Whitepapers
Three Macro Trends Impacting Long-Term Care — and Why It’s Time to Talk About It
"Three Macro Trends Impacting Long-Term Care,” explores the demographic and economic forces shaping the looming Long-Term care challenge.
Blog Posts
How Financial Services are Failing Women
Male-dominated financial industry has failed women meaningfully, and there's a shift in how advice should be framed and delivered to them.
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