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

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Optimized Insurance Planning

Org chart

Teams

Offices

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