• Become an Life Insurance Expert
OnDemand IUL Training ProgramRobust Product OfferingLead Generation Programs

We know how important it is to have an established distribution partner.

At Optima Financial and Insurance Services, we know that to be a sought-after financial professional you need the educational resources to understand how to position indexed life products. Once you complete our four-part OnDemand IUL Training course, you will be confident and ready to sell Indexed Universal Life (IUL) to anyone at anytime. With IUL sales reaching all-time highs, it’s time to start selling this unique product.

Since our inception in 2009, our core focus at Optima Financial has been to help independent financial professionals understand how IUL works — from the inside out. Last year our training program helped close to a thousand new agents better understand how to position and sell IUL. Here’s how we can help you:

1) Register for our Four-Part IUL OnDemand Training
2) Complete Contracting — Select from a Robust Product Offering
3) Implement Program — Receive valuable training

Start your free, no-obligation IUL training now. We teach financial professionals how to successfully position and sell IUL to anyone at anytime. We are with you every step of the way to make sure you fully understand how this product works. With our training you can stop doing the same things and expecting different results and instead see more clients that convert into sales.

Start Your IUL Training Now



“Working with Optima has been great! A tremendous asset to growing my business. Amazing service and support!”

- Francisco, TX

“I’ve been working exclusively with Optima since their inception. Their knowledge of our industry, combined with their exceptional support, makes it an easy decision for me as to place my business through their organization above all others.”

- Randy, CA
“The Optima team has been great. Every time I have a question or thoughts for a particular strategy for a client, they always come through with great ideas or a referral to someone to speak with.”

- Bob, CA

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