Philip C. Gallant, CLTC

Experience

• 

  New York Life

  Feb 1982 - Jul 1986

  Agent and sales Manager

  Agent and Sales Manager in the Rhode Island General Office.

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  John Hancock

  Aug 1988 - Sept 1992

  General Director

  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 start" program by teaching agents to begin their careers by focusing on one market - LTC - and then expanding to other product sales to those same clients.Worked in supplemental distribution and negotiated agreements for distribution of the LTC product with Merrill Lynch and Bank Of America. Show less

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  New York Life Insurance Company

  Sept 1992 - Jul 1997

  Long-Term Care National Marketing Director, Group Vice President

  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 distribute the product.

• 

  New York Long-Term Care Brokers, Ltd

  Jul 1997 - Oct 2007

  Executive Vice President

  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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  The Optimus Group, LLC

  Sept 2006 - now

  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. Show less

  • Owner

    Oct 2007 - now

  • President

    Oct 2007 - now

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

    Sept 2006 - now