Race for Success is OIP’s all-in-one growth platform built for ambitious advisors who want to scale smarter and serve deeper. From advanced planning programs and turnkey workshops to hands-on case management, powerful tech tools, and a thriving advisor community—everything is designed to help you win more opportunities, streamline operations, and accelerate your practice.
Plug into the horsepower. Grow with confidence.
Business Throttle
Business Throttle
Solutions Designed to Accelerate Growth and Strengthen your Practice- Advanced Planning Partner Program(APEG)
- Turn-Key Client Workshop Program
- Pre-Screened Client Lead Generation
- 4-Step LTC Planning Process
- Client Survey Program
- Beneficiary Review Program
- Annuity Book Review
- Insurance Fiduciary Review
Amplified Tech
Amplified Tech
Technology that Powers the Business of "Life"- Life & Annuity Analytical Tools
- AnnuityXpress e-app Submission
- LifeXpress e-app Submission
- Policy Data Xcess *(Inforce Policy Data Feeds)
- Client-Facing Comparison Tools
- Insurance Solutions Quoting Tools
- Strategic Planning Software Partners
Service Xcellence
Service Xcellence
Your Back-Office Extension - Elevated- Regionalized Sales Support
- End-to-End Case Managers
- Licensing & Contracting Liaison
- Application Assistance
- 360 Insurance Application Review
- Case Monitoring
- Proactive Policy Management
- Inforce Policy Service
- Policy Ex-Dating
Connected Community
Connected Community
Where Experience & Relationships Thrive- Optimized Advisor Podcast
- OIP Performance Tour
- Optimized Advisor Newsletter
- OIP National Webinar Series
- National In-Person Conferences
- Localized Study Groups
- Elite Experiential Engagements
- Advisor Mentoring Groups
Experience Life Better
Optimized Insurance Planning is a national network of experienced insurance planners dedicated to supporting the financial services industry. We understand and embrace a holistic financial planning process by approaching risk management solutions to include annuities, life, and long-term care insurance.
Knowledge
A commitment to life-long learning and having a growth mindset. We work closely with you to ensure the optimal solution is provided to meet your client's portfolios.
Community
This is a People business. We value people and honor them as individuals.
Service
We aim to operate as an extension of the financial professionals' practice. In both technologies and personnel, we aim to provide service excellence to those we serve.
Experience
When working with OIP, you will be working with an Experienced team with you and your client's best interests in mind. We are committed to delivering experiential events and developing lasting relationships.
Marketing
We provide solutions aimed at growing the financial professionals' practice as well as partnering with industry-leading business development firms.
Innovation
We will continually invest in the ever-changing world of technology to enhance your experience in making the business of “Life” innovative and efficient.
Our Story
We are an experienced group of professionals dedicated to lifelong learning and professional development with the commitment to enhance the lives we serve.
We are committed to living a life well lived through creating memorable experiences, surrounding ourselves with like-minded individuals, and dedicated to optimizing health & wellness.
We recognize better than anybody in the industry the role insurance solutions play in the financial planning process and are committed to the client’s best interest. With the diversity of partner carriers, we represent our capacity to ensure the optimal solution is rooted in every advisor and client interaction.
Our Planning Approach
The OIP planning approach is rooted in assisting Advisors with optimizing the five segments of financial planning to ultimately develop a holistic comprehensive financial plan. We seek to act as an extension of the Insurance and Financial Professionals practice in executing our client’s goals and objectives. We provide resources and solutions to make it easier for Advisors to enhance the client experience. Throughout our approach, we aim to be the trusted partner within a community of like-minded professionals and to enhance the lives of the clients they serve.
Our History
While OIP is a new Insurance Planning Support Organization, it is led and driven by seasoned professionals with decades of experience. To access the FULL VERSION of this video, please contact us to gain access to our Insurance Planning Portal.
To learn more about the Optimized Advisor Podcast, please click the link below.
exclusive access
Insurance Planning Portal
Exclusive content for OIP members such as access to invite-only events, custom business development resources, and more.
