Create peace of mind against the what ifs—the market, tax rates, and mortality.
Permanent life insurance helps insulate against uncertainty.
Whether it's your financial goals, a carefree retirement, long term care costs, or protecting your estate, it is necessary to ensure you reach your goals.
Life happens before you know it. We help you prepare for it.
Watch a recent webinar where we discussed key strategies to help insulate against tax rate uncertainty, and how to grow wealth with permanent life insurance in a “family bank”.
Learn about the the (overlooked) point of life insurance—compounding your wealth tax-free—and how high income earner's way to 10x (or more) the Roth contribution limit.
Too many people don't know what to buy, or what they bought.
Our Wealth Legacy Architects educate throughout the process, and our visualizations help clients understand potential outcomes.
Before Optifino, the policy tailoring process was largely analog, making it impossible for agents to consistently give the most personalized recommendations.
Our platform compares the marketplace in minutes against your goals and risk appetite
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Most agents never look at your policy after it's taken out, leaving clients in the dark about its performance.
We provide a new standard in aftercare: annual policy reviews against your goals as they evolve.