Company

Optimized Insurance Planning

Insurance Northlake, Texas, United States 28 employees

Employees: 28
Contacts: 2
Emails: 2
Phones: 1

www.optimizedins.com LinkedIn

Optimized Insurance Planning Overview

Headquarters: Northlake, Texas, United States
Website: www.optimizedins.com
Industry: Insurance
Employees: 28
Founded: 2024
NAICS: Insurance Carriers and Related Activities

Agencies, Brokerages, and Other Insurance Related Activities

Keywords

Annuity Marketing Annuity Case Design Customer Service Life Insurance LTC Insurance planning education retirement planning

About Optimized Insurance Planning

Optimized Insurance Planning, OIP, is a national firm of experienced insurance planners dedicated to a client-centric experience. We understand and embrace a holistic financial planning process with how we approach risk management solutions to include annuities and life and long-term care insurance. We achieve this by enhancing impactful relationships with Financial Professionals who are committed to acting in a Client’s Best Interests. An insurance product, by itself, is not right for everyone. The way to optimize insurance is through a planning process delivered by an experienced professional. We are committed to building lasting relationships that create memorable experiences.

Optimized Insurance Planning Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Optimized Insurance Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Carla Lawton, Clu, Cltc	Senior Life & Annuity Associate	Greater Boston, United States	Email
Michelle Maciejewicz-Peterson	Wife/ Mother		View
Tiffany Clark Bonk	Human Resources Consultant	Sudbury, Massachusetts, United States	Email Phone
Scott Heinila, Ricp®	Business Owner - Husband - Father		View