Experience

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  The Optimus Group, LLC

  • Financial Services
  • 1 - 100 Employee

  • Owner

    • Oct 2007 - Present

    As I was about to turn 50 in 2007, I decided that if I did not start my own firm, I probably never would. I plan to "die in the saddle" as retirement seems to me like taking the position to stop learning, growing and reinventing!I am an eternal optimist and see the glass as half full, so starting a new business at this point in my life just seemed like the natural thing to do.

  • President

    • Oct 2007 - Present

    The Optimus Group, LLC and Optimus Wealth Management Group, Inc. are financial services companies that I currently own. The Optimus Group, LLC specializes in insurance products, and non insurance financial products. We are dedicated to helping people find their way financially in these troubled times as well as offering entrepreneurial minded individuals a chance to build their own business.We focus on helping people relieve themselves of the financial burden of debt, increase their net worth and save for retirement.Our Non-Qualified Debt Free Retirement Plan is a unique approach to eliminating all debt, and building a tax-free income strategy for retirement.

  • Retirement, Business Succession, & Long-Term Care Planning Specialist

    • Sep 2006 - Present

    People are more concerned than ever about how they will enjoy a comfortable retirement. Will they outlive their money? Will they be able to receive long-term care in the setting of their choosing and still enjoy respect and dignity without becoming a burden to their family? Many clients worry about how they can pass the family business on to their children or a trusted employee. We help people address these and many other financial and family planning issues.

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  New York Long-Term Care Brokers, Ltd

  • Executive Vice President

    • Jul 1997 - Oct 2007

    I was responsible for broker recruiting, marketing and training for Long-Term Care Insurance, Life Insurance, Disability and Annuities.I also began to build my own clientele during this time and was able to preach what I practiced, and practice what I preached.

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  New York Life Insurance Company

  • Long-Term Care National Marketing Director, Group Vice President

    • Sep 1992 - Jul 1997

    Served as National Marketing Director and Group Vice President for New York Life when they were first entering the individual long-term care product field. Was responsible for sales development both in the individual agency distribution network as well as developing a specialized field force to ...

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  John Hancock

  • General Director

    • Aug 1988 - Sep 1992

    Was General Director and Brand Manager of Long-Term Care insurance at John Hancock Life Insurance. Started as Director of Marketing when Hancock began to distribute long-term care insurance in the individual marketplace. Developed the 7-step sales process and what became known as the "fast ...

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  New York Life

  • Agent and sales Manager

    • Feb 1982 - Jul 1986

    Agent and Sales Manager in the Rhode Island General Office.