OIP Race for Success Conference | Scottsdale, AZ | May 16-18, 2024

In honor of our Optimized Insurance Planning (OIP) launch and to celebrate our success in partnership, we’d like to extend this exclusive invitation for you to join us at the Westin Kierland Resort in Scottsdale, Arizona, for our first OIP Advisor Conference. We’ll spend two impactful days and nights together of celebration, community, and business. Arrivals begin the afternoon of Thursday, May 16th.

exclusive access

Insurance Planning Portal

Exclusive content for OIP members such as access to invite-only events, custom business development resources, and more.


OIP Planning Portal Graphic