As the industry leader, Wealth Optix has presented to large doctor groups, been the keynote speaker at major companies and industry conferences and continues to participate at the Million Dollar Round Table.
Our Business Model is Simple.
We Value Our Partnerships.
We Offer More to Our Valued Brokers.
- Top broker contracts and payouts from our Insurance Partners
- Industry Expertise in Case Design of DI and Life Insurance options
- Personal or Zoom Presentation to Clients for the brokers benefit
- Backroom support to help with underwriting cases
- Top Sales Ideas to open new markets for brokers
- Product Education for new brokers in the Industry
Areas of Expertise for Disability Income Insurance.
- Guaranteed Standard Issue DI for qualifying institutions and businesses
- Individual DI
- Supplemental DI for High Income Executives
- Business DI (Overhead & Buy/Sell, Key Person)
- High Risk DI
- High Limit DI
- Professional Athlete & Entertainment DI
Areas of Expertise for Life Insurance.
- Personal Life Insurance
- Business Life Insurance (Key Person, Buy/Sell)
- Tax Advantaged High Cash Value Permanent Life Insurance
- Corporate Capital Life Insurance
- High Limit Term Life Insurance
- Preferred Provider of Premium Financing
- Kai-Zen Strategy for NIW
- Interactive Learning Information Assistant (ilia) Marketing Platform for High Income / High Net Worth Clients
