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 Website | optimizedins.com |
| Phone Number | 888-838-0448 |
| Industries | |
| Optimized Insurance Planning Headquarters Address | 3128 Capital Way, Fort Worth, Texas, 76177 US |
| Company Size | 10-50 employees |
| Specialities & Services | Annuity Marketing, Annuity Case Design, Customer Service, Life Insurance, LTC, Insurance , planning, education, retirement planning |
| Founded | 2024 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-04 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Optimized Insurance Planning's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 1 to 2 years40% have been with the company for 5 to 7 years40% have been with the company for more than 11 yearsContact top employees from
Optimized Insurance Planning
Bill BonkOwner/COO
Jo HalversonMarketing Coordinator
Tiffany Clark BonkHuman Resources Manager
Jeff FellionDirector, Planning
Jeff FellionDirector, Planning (Northeast Sales Team Lead)
Shaun ParkerWholesaler
Julie DyerOffice Administrator
Scott HeinilaChief Executive Officer
Nick BernatowiczPlanning Director
Kendall HaireLicensing & Contracting Manager
Rista HaqueLicensing Care Associate
Joseph DestasioPlanning Associate
Joel Koeniguer CLUPlanning Director
Marisa PhillipsCommission Specialist
Alberto ArgomanizFinancial Planning Specialist
noussaiba bergProjteur
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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 Fort Worth, US.
The headquarters of Optimized Insurance Planning are located in Fort Worth, United States.
You can contact Optimized Insurance Planning by phone at 888-838-0448.
Optimized Insurance Planning currently employs 10-50 people.
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