Welcome to OPTIMUS Life Designs®

Deliver OPTIMUS Strategies to Your Clients

  • Devote more productive time with clients
  • Spend less time preparing complex presentations
  • Deliver better client results

Become an OPTIMUS Producer Partner

How we are making it easier than ever to tell the TAX-FREE story:

  • Narrated presentations and persuasive marketing materials
  • Mastermind calls and live workshops
  • Weekly live webcasts with sales ideas and market insights

Is OPTIMUS Producer Partners a fit? Find out by taking our agent experience and background survey:

Tutorials for Advisors

Solution tutorials & sample client presentations are available to appointed advisors only.

Access to our designs is contingent upon signing a non-disclosure and revenue sharing agreement.