Optimizing Insurance

LIFE
HEALTH
LONG-TERM CARE
MEDICAID
ANNUITIES

Privately Underwritten Health Plans

About Us

Optimizing Insurance was established to provide consumers access to an independent agent who can provide unbiased recommendations designed to complement their overall estate and retirement plans. The insurance industry has “missed the mark” by promoting “one size fits all” solutions. By taking into account your financial planning, estate planning and insurance needs, you no longer have to piece together a plan yourself and hope you get it right!

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