For Families
Protect Your Wealth | Plan your Retirement | Leave a Legacy
For Business Owners
Enhance Your Personal Wealth | Retain Your Top Talent | Plan Your Transition Plan
LIFEBRIDGE by OPTIMUS Life Designs
Low-cost permanent death benefit solution involving the use of multiple policies
Intra-Family Loan For Estate Liquidity
Strategy to use government sanctioned loan rates to create wealth outside your estate
Tax-Free Retirement
Plan using Life insurance for supplemental retirement security
Employer Sponsored Tax-Free Retirement
The best-performing retirement savings program for business owners
IRA Conversion
Transition Tax-Deferred to Tax-Free
Annuity Conversion
Unlock maximum performance from your annuity
Income Tax Financing for Taxable Transactions
Deploy the gross proceeds from your large taxable transaction
Life Insurance Financed Equity
For clients who are comfortable with the use of bank financing
We Recognize Every Client’s Situation and Financial Objectives are Unique
It is important to us that great care is taken prior to making any specific client recommendations. We believe our solutions are the best in the industry, but only if they are appropriate for a particular client’s needs and objectives.
We welcome your inquiries.