On Your Mark

To thank you for your business and all you do to help your clients retire with confidence, Optimized Insurance Planning is proud to offer you our RACE TO SUCCESS integrated program that includes all fixed indexed annuity, permanent life insurance and asset-based long-term care insurance sales.

Get Set…

To qualify for the bonus, applications must be signed on or after January 1, 2024, and issued no later than December 31, 2024.

Go!

There’s no limit on the amount you can earn! Compensation will be calculated and Paid by the end January 2025**

*To qualify, Agent must be actively enrolled in the program and be actively appointed with Optimized Insurance Planning (OIP) Essential (Core) Carriers to. Any Business sold through a Broker Dealer or Bank does not qualify. Bonus rates will be retroactive to dollar one and will be paid proportionately. *OIP reserves the right to charge back in the event of free-looks/charge backs during and after the incentive is complete. **Compensation will be paid by check and sent through regular mail. Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company. OIP is not undertaking to provide investment advice for any individual or in any individual situation, and therefore nothing in this should be read as investment advice

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY BANK AFFILIATE • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

For financial professional use only. Not to be used with the offer or sale of annuities.