Optimized Insurance Planning is attending FutureProof Festival in Huntington Beach, California, representing the team on the ground.

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.