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
Company Details
- Employees
- 8
- Founded
- -
- Address
- 219 1st Avenue Sw, Hickory,nc 28602,united States
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- http://www.premierplanningnc.com
- HQ
- Hickory, NC
Premier Planning Group Nc Questions
Premier Planning Group Nc's website is http://www.premierplanningnc.com
Premier Planning Group Nc's LinkedIn profile is https://www.linkedin.com/company/premier-planning-group-nc-llc
Premier Planning Group Nc has
8 employees.
View email and phone details for 8
employees at Premier Planning Group Nc.
Premier Planning Group Nc's industry is
Insurance
Premier Planning Group Nc's top competitors are
Sonoco,
Thompson Financial Group,
The Admin Effect,
Optimus Producer Partners,
Grant Thornton (Us),
Mecklenburg County,
Bartkowski,
Southland Transportation Company,
Crump Life Insurance Services,
Succession Capital Alliance.
Premier Planning Group Nc's categories are Insurance
Premier Planning Group Nc's founding year is 2017
