Optima Advanced Planning (OAP)
Powered by Trust-CFO

Optima provides our Financial Professionals an all-inclusive Advanced Planning platform to assist them in increasing business development opportunities to help capture more premium under management, which converts to potentially increased compensation growth over their career.


  • Distinguish our Financial Professionals as best-of-class within the financial services industry
  • Cultivate, Capture, and Convert ALL planning opportunities
  • Optimize life insurance solutions for Clients and their Trusted Advisors
  • Increase sales closing ratio
  • Increase case, client, and policy retention
  • Increase future cross-selling opportunities to maximize long-term case value


Business Planning
  • Entity Planning:  C-Corp, S-Corp, LLC (Limited Liability Company)
  • Benefits & Compensation Planning
    • Qualified Retirement Plans: 401k, Profit-Sharing, Defined Benefit/Cash Balance
    • Non-Qualified Compensation: 409A, Executive Bonus, Phantom Stock Option
  • Business Life Insurance Planning: EOLI – 101(j) Administration & Rescue
Asset Protection Planning
  • Integrated Entity Structuring
  • Asset Protected Trusts
  • LTD & LTC planning
Strategic Tax Planning
  • Income Tax
  • Estate Tax
  • Peripheral Tax:  Capital Gains, Payroll, NII (Net Investment Income)
Estate Planning
  • Revocable Living Trusts
  • Irrevocable Trusts – ILITs
  • Charitable & Tax-Exempt Trusts
*Administration Services
  • Trustee & Fiduciary Services
  • Trust Administration
  • Trust Loans
  • Estate Management Systems – Trust-CFO proprietary portal system

*Administration is the separator of service that will allow you to gain access to Trusted Advisors, and also drive referrals from them to enhance and protect their value to their Clients!

Target Market:
  • Small Business Owners (SBOs)
  • Highly Compensated Executives (HCEs)
  • Professionals:  Physicians, Attorneys, and even Accountants themselves!
  • Demographics:
    • Age: 40-65
    • Income: $300K-$1M+
    • Net Worth: $3M-$60M+
We literally have every possible financial expert resource available to help you manage and control planning situations for your valued Clients.
  • On staff Legal experts:  Esq., JD, MBA
  • On staff Tax experts:  CPA, LLM, MBA
  • Business Management experts:  MBA, CFO
  • Trust experts:  CEA, CEP, CLPF
  • Experts, Authors, and Educators – “Asset Protection Strategies & Forms” Book
Training & Resources: We have built systems to provide you building blocks and knowledge-based technical support to compete in an aggressive market place, but gain interest and attention from optimal target markets.

Webinars – “Hot Topics” provided monthly, quarterly, annually

“Lunch N Learn” Seminars – for referring Trusted Advisors

  • CPAs – CPE credits
  • Attorneys – CLE credits

Articles Library:  Announcements, Memorandums, Reports, and White-Papers

Conclusion: Through our unique and unparalleled services, products and support, Optima Advanced Planning (OAP) will separate you out from ALL other Financial Professionals, and give you “first-right” at securing benefits and values to your Client, referring Financial Professionals, and to yourself.


Call now 877-577-5101.