Optimized Insurance Planning: Detailed Company Information & Corporate Profile

Contact top employees from Optimized Insurance Planning

Summary

The business currently specializes in Insurance area. Scott Heinila is the Chief Executive Officer at the company. The company has 10-50 employees. Register with SignalHire to connect with Optimized Insurance Planning employees and management.

Optimized Insurance Planning Websiteoptimizedins.com
Phone Number888-838-0448
Industries
Optimized Insurance Planning Headquarters address4451 Dale Earnhardt Way, Northlake, Texas, US
Company Size10-50 employees
SpecialtiesAnnuity Marketing, Annuity Case Design, Customer Service, Life Insurance, LTC, Insurance , planning, education, retirement planning
Founded2024

Workforce Turnover

Length of Employment

arrow

Optimized Insurance Planning's workforce includes employees across a wide range of tenure levels.

43% have been with the company for 1 to 2 years29% have been with the company for 5 to 7 years29% have been with the company for more than 11 years
Contact top employees from Optimized Insurance Planning
Bill Bonk
Bill BonkOwner/COO
Unlock contacts
Jo Halverson
Jo HalversonMarketing Coordinator
Unlock contacts
Tiffany Clark Bonk
Tiffany Clark BonkHuman Resources Manager
Unlock contacts
Jeff Fellion
Jeff FellionDirector, Planning
Unlock contacts
Jeff Fellion
Jeff FellionDirector, Planning (Northeast Sales Team Lead)
Unlock contacts
Shaun Parker
Shaun ParkerWholesaler
Unlock contacts
Julie Dyer
Julie DyerOffice Administrator
Unlock contacts
Scott Heinila
Scott HeinilaChief Executive Officer
Unlock contacts
Carla Lawton
Carla LawtonSenior Life & Annuity Planning Associate
Unlock contacts
Nick Bernatowicz
Nick BernatowiczPlanning Director
Unlock contacts
Rista Haque
Rista HaqueLicensing Care Associate
Unlock contacts
Joseph Destasio
Joseph DestasioPlanning Associate
Unlock contacts
Joel Koeniguer CLU
Joel Koeniguer CLUPlanning Director
Unlock contacts
Marisa Phillips
Marisa PhillipsCommission Specialist
Unlock contacts
Alberto Argomaniz
Alberto ArgomanizFinancial Planning Specialist
Unlock contacts
Unlock contacts

Optimized Insurance Planning Corporate Information: FAQ

Optimized Insurance Planning operates in the Finance, Liability Insurance industries. More details can be found on the official website: optimizedins.com.
Optimized Insurance Planning has offices located in Northlake, US.
The headquarters of Optimized Insurance Planning are located in Northlake, United States.
You can contact Optimized Insurance Planning by phone at 888-838-0448.
Optimized Insurance Planning currently employs 10-50 people.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP