Welcome and Thank You

It is my sincere honor to welcome you to our family here at Optavise Services. We truly understand the significance of the trust you have put in us to help guide you in this important area of planning for you and your family. We believe that a large part of life is about the positive impact you are able to have on others, and we recognize that through this organization of Optavise Services, we have an incredibly powerful opportunity to help others in a way that we know we can be proud of, and through services that our clients should be proud of.

We recognize life insurance as a profoundly valuable tool that not only provides for your family when they need it most but also delivers an ongoing pride and peace of mind that you have taken the proactive steps to protect the ones you care about most. This is a very significant achievement for anyone and Optavise is committed to our mission of providing the superior experience for our clients that will ensure they receive the most value from their hard earned life insurance dollars. We know that, at its root, life insurance planning is about your love for those most important to you and the desire to take care of them when they need it most.

Although Optavise is not the insurance carrier itself, we embrace our role as one that can be even more valuable to you in your objective to take care of your loved ones. This role is as your own independent personal counselor, advocate, researcher, organizer, and friend. Our commitment is to never forget the real life significance of your personal purpose to take care of the ones you love, and the opportunity we have to provide a valuable service in helping you facilitate this achievement.

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