We design customized tax-free life insurance and retirement plans that deliver optimum results — hence the name of our platform: OPTIMUS Life Designs®. The OPTIMUS system provides agents and financial planners with custom life insurance designs for each customer, featuring a unique client-ready sales presentation, developed in the same day.

As the largest life insurance plan design firm in the nation, we: 

👉 Work with more than 250 agents and high net worth individuals annually 

👉 Closed more than $50 million in target life insurance in the last five years alone 

While our offices are located in Hickory, NC, Canton, GA, and Savannah, GA, we serve brokers and their insureds across the nation.

Areas of expertise and key competencies include: 

• Tax-Free Life Insurance 
• Customized Financial Solutions 
• Estate Planning 
• Wealth Management 
• Retirement Solutions 
• Financial Planning

Premier Planning Group NC

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