Experience Life Better

Optimized Insurance Planning is a national network of experienced insurance planners dedicated to supporting the financial services industry. We understand and embrace a holistic financial planning process by approaching risk management solutions to include annuities, life, and long-term care insurance.


A commitment to life-long learning and having a growth mindset. We work closely with you to ensure the optimal solution is provided to meet your client's portfolios.


This is a People business. We value people and honor them as individuals.


We aim to operate as an extension of the financial professionals' practice. In both technologies and personnel, we aim to provide service excellence to those we serve.


When working with OIP, you will be working with an Experienced team with you and your client's best interests in mind. We are committed to delivering experiential events and developing lasting relationships.


We provide solutions aimed at growing the financial professionals' practice as well as partnering with industry-leading business development firms.


We will continually invest in the ever-changing world of technology to enhance your experience in making the business of “Life” innovative and efficient.

Our Story

We are an experienced group of professionals dedicated to lifelong learning and professional development with the commitment to enhance the lives we serve.

We are committed to living a life well lived through creating memorable experiences, surrounding ourselves with like-minded individuals, and dedicated to optimizing health & wellness.

We recognize better than anybody in the industry the role insurance solutions play in the financial planning process and are committed to the client’s best interest. With the diversity of partner carriers, we represent our capacity to ensure the optimal solution is rooted in every advisor and client interaction.

US map with OIP locations
Wheel of OIP Services

Our Planning Approach

The OIP planning approach is rooted in assisting Advisors with optimizing the five segments of financial planning to ultimately develop a holistic comprehensive financial plan. We seek to act as an extension of the Insurance and Financial Professionals practice in executing our client’s goals and objectives. We provide resources and solutions to make it easier for Advisors to enhance the client experience. Throughout our approach, we aim to be the trusted partner within a community of like-minded professionals and to enhance the lives of the clients they serve.

The 5 Pillars of Our Service Model

New client acquisition pillar

Case design pillar

Implement support pillar

Client services pillar

Continuing education pillar

Our History

While OIP is a new Insurance Planning Support Organization, it is led and driven by seasoned professionals with decades of experience. To access the FULL VERSION of this video, please contact us to gain access to our Insurance Planning Portal.

To learn more about the Optimized Advisor Podcast, please click the link below.

exclusive access

Insurance Planning Portal

Exclusive content for OIP members such as access to invite-only events, custom business development resources, and more.


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