Life Insurance. Well Crafted in Hickory, NC.
Designing smarter insurance solutions through experience and technology.
The Art of Life Insurance Plan Design
J. Bryan Setzler has been crafting life insurance solutions for over 36 years. Having personally run well over one million illustrations, Setzler pioneered the Optimus Life Designs® proprietary case design logic system. The system helps the case design team deliver a custom life insurance design that is the most competitive in the industry.
Each of our solutions applies a different numeric formula using the case design logic system. Whether the client needs maximum death benefit, maximum retirement cash flow, more efficient sale of their business, or a better result from their qualified retirement plan, we have a plan that has been optimized and tested by running hundreds of thousands of illustrations unique to each solution to deliver the optimum design.
Whether you are a potential client or an independent advisor, we look forward to working with you.
Our Values
Integrity
We act with commitment, honesty, & transparency.
Client-Centric
We strive for exceptional service with the highest level of professionalism.
Excellence
We aim to get it right the first time.
Innovation
We challenge the status quo with continuous improvement.
Teamwork
We depend on cooperation, collaboration & mutual respect.
Meet Our Team
Bryan Setzler
CHIEF EXECUTIVE OFFICER
Louie Hillman
PRESIDENT, OPTIMUS PRODUCER PARTNERS
Samantha Shirreffs
CLIENT SERVICES
TeLisa Taylor
HUMAN RESOURCES
NEW BUSINESS
Philip Herrin
TECHNOLOGY
Jennifer Reinertsen
CASE DESIGN SPECIALIST