OptimizingInsurance.com strives to help people make informed choices about their insurance. We’re here to provide expert, unbiased advice, to make shopping for Life, Health, Long-Term Care and Final Expense insurance easier and help you get the right coverage and save money.
Our team of independent insurance agents and experienced financial experts brings years of industry knowledge and a deep understanding of financial planning to the table. With a strong commitment to empowering individuals and families, their mission is to provide everyday consumers with direct, personalized access to an agent who not only understands the complexities of insurance but also possesses advanced training in financial management and estate planning. By bridging the gap between traditional insurance services and comprehensive financial guidance, we help clients make informed decisions, protect their assets, and build a more secure financial future.
Years Of Experience
All carriers are A - Rated or better with AM Best
Happy Clients
Our goal at Optimizing Insurance is to be your trusted resource of information to help you make the best financial decisions and protect what you love.
We are more than just insurance agents. We take the time to review your overall situation including your retirement and estate plans and help ensure that your insurance policies are working in coordination to achieve your goals.
Optimizing Insurance was founded with a mission to provide insurance solutions to safeguard your loved ones' financial security. We work tirelessly to ensure that our clients receive the best products and policies available.
Our Story
Founded in north Texas, we provide reliable insurance solutions to customers nationwide.
Our Growth
We have experienced tremendous growth and in 2024 we expanded our product offerings to long-term care insurance.
Our Achievements
Our agents have received numerous awards and accolades for exceptional service and customer satisfaction.
Our Vision
Our goal is not to be the biggest, just the best. Optimizing Insurance agents will provide an extra level of service that a "search engine" or "online quote tool" simply cannot provide.
It's free, no high pressure sales, and we do not share your information with anyone.
2516 Harwood Road #200
Bedford, TX 76021
14131 Midway Road #1100
Addison, TX 75001
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