Optifino | About Us

We take a personalized approach to life insurance design, building in your financial goals and needs into how we identify the right life insurance policy for you.

Our proprietary tech creates intuitive visualizations that provide more robust understanding of potential outcomes and risk.

We address an ignored area in the life insurance space by providing lifetime aftercare—from underwriting process to annual policy reviews to market updates.

Life insurance with Optifino

We only take new client calls five days per month because the rest of the month we spend caring for you and your needs.

Tax benefits

Optifino helps you understand and maximize the tax-advantaged benefits of life insurance as an asset class — helping build wealth on a tax deferred basis.

Living benefits

We help you unlock the benefits of a broad, diversified portfolio with a guarantee of protection—gaining stability in a way that you don’t get in any other asset class.

Estate planning

Optifino helps maximize your death benefit and architects estate planning that ensures you leave a legacy for your loved ones.

Personal clients

We work directly with wealthy individuals and families to help build their wealth and secure their legacy—maximizing what’s available to them in their lifetime and for their children in the next.

Advisors

We partner directly with advisors to provide professional reviews that ensure their client’s policies meets their financial goals, with additional support around education and marketing materials.

Employee benefits

We provide customizable portfolios of life insurance, long-term disability, and long-term care through analytics and human provided aftercare—helping companies retain top talent and administer benefits.