Optima Advanced Planning (OAP)
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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
|Asset Protection Planning||
|Strategic Tax Planning||
*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!
We literally have every possible financial expert resource available to help you manage and control planning situations for your valued Clients.
|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
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.|
JOIN OUR TEAM!
Call now 877-577-5101.