Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.
Optimizing financial and life insurance planning with cutting-edge AI to streamline case design and portfolio management, our tools make it easier for agents and advisors to guide their clients’ holistic financial plans through every phase of life. Powerful dashboards and analytical tools equip them to visualize and identify the right insurance products for their clients at the right time.
Powering our digital BGA with an AI engine cuts down on onerous work for agents and advisors, while giving their clients instant access to a complete marketplace of permanent life insurance solutions. With this optimally competitive marketplace, clients are empowered to source thoroughly vetted solutions so that they may confidently meet their long-term tax, retirement, and legacy-related goals.
What used to take hours, days or weeks now takes a matter of minutes. See for yourself.
Company Details
- Employees
- 27
- Address
- New York, New York,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://optifino.com/
- Keywords
- Meet Your New BGA Partner.
- HQ
- New York
Optifino Questions
Optifino's website is https://optifino.com/
Optifino's LinkedIn profile is https://www.linkedin.com/company/optifino
Optifino has
27 employees.
View email and phone details for 27
employees at Optifino.
Optifino's industry is
Financial Services
Optifino's top competitors are
Outlier,
Homethrive,
Tempus Financial Group, Llc,
Camber,
Strategies For Wealth,
Sainvus,
Reimann Investors,
Omaha Storm Chasers,
Deep Cognition,
Nayya.
Optifino's categories are Financial Services
