The Optimus Group was founded in 2006 by Philip C. Gallant, CLTC. Philip has been in the financial services industry since February of 1980.
After having served as an agent and sales manager for two major life insurance companies, Mr. Gallant became the National Sales and Marketing Director for Long- Term Care Insurance at John Hancock Life Insurance Company, located in Boston, Massachusetts. During his tenure at John Hancock, Mr. Gallant worked extensively to train thousands of John Hancock representatives about the growing problem of long- term care financing in the United States. His expertise and success lead to rapid advancement at John Hancock where he eventually was appointed Brand Manager for Long-Term Care Insurance, responsible for oversight and coordination of product development, marketing, branding and sales.
[read more=”Click here to Read More” less=”Read Less”]Mr. Gallant was also responsible for developing supplemental distribution strategies and initiatives at John Hancock, which resulted in the product being offered through investment brokerage firms, banks, and other financial distribution networks.
In 1992, Mr. Gallant became Group Vice President and National Marketing Director at New York Life Insurance Company in New York City, New York. In this role, Mr. Gallant again was responsible for the sale of long-term care insurance throughout New York Life’s extensive network of General Agency distribution.
In 1997, Mr. Gallant joined New York Long-Term Care Brokers, Ltd., a nationally known and highly respected insurance brokerage firm located in upstateNew Yorkas Executive Vice President and eventually Chief Marketing Officer. During this time, Mr. Gallant also began to serve a growing clientele of his own, and has worked very closely with hundreds of people in the areas of financial, retirement, long-term care, college, business and estate planning. Having seen thousands of client situations where a different approach could be used to vastly improve their situation, Mr. Gallant decided to form The Optimus Group, LLC to assist both new clients and other financial associates in learning how to improve their financial planning situation.
As a noted author and respected authority in the long-term care planning field, Mr. Gallant was honored to be on the cover and was the subject of a feature story in Senior Market Advisor Magazine in November 2006. In addition he has written numerous articles for trade journals such as Broker World Magazine, Life Insurance Selling, Life & Health Advisor Magazine and more.
He has spoken before numerous consumer seminars and workshops in 46 states on the subjects of long-term care and retirement planning. He has been a main platform speaker at numerous industry symposiums and conferences such as The National Association of Health Underwriters, The New York State Bar Association, The Elder Law Forum, The Brookings Institute on Aging, The Society of Financial Services Professionals, The Association of Insurance and Financial Advisors, The Association of Financial Planning Associates and many others.
Mr. Gallant is a member of The National Ethics Bureau, The Million Dollar Round Table – Court of The Table, the National Association of Insurance and Financial Advisors, The Capital District Association Of Insurance and Financial Advisors, The American Association for Long-Term Care Insurance and holds his professional certification in Long-Term Care (CLTC) from the Corporation For Long- Term Care.
Phil lives in Clifton Park with his wife, Michelle. They have five children and one granddaughter.