bbim
financial services company in Framingham, United states
Founded: 2015
11-50
Framingham, United states
financial services
About
- Optimized Insurance Planning is a national network of experienced insurance planners dedicated to supporting the financial services industry
- They provide a holistic financial planning process, including risk management solutions such as annuities, life, and long-term care insurance.
Geographic Focus
United States
Key Services & Benefits
Holistic financial planning process
Risk management solutions including annuities, life, and long-term care insurance
Lifelong learning and professional development initiatives
Investment in technology to innovate and enhance service delivery
Access to Insurance Planning Portal and exclusive content
Experiential events and lasting relationship development
Marketing solutions and partnerships with business development firms
Exclusive invite-only events and custom business development resources for members
Target Customers
- Financial professionals and advisors within the financial services industry who seek comprehensive support and resources to enhance their practices
- This includes insurance planners looking to integrate holistic financial planning solutions for their clients, as well as financial advisors aiming to optimize their client portfolios through advanced risk management.
Unique Value Proposition
- Optimized Insurance Planning distinguishes itself through its commitment to lifelong learning and professional development, an experienced team with decades of industry leadership, and a diverse range of partner carriers ensuring optimal solutions
- By acting as an extension of financial professionals' practices, OIP enhances client experiences with holistic and comprehensive financial planning, supported by continual investment in innovative technology.
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