Harnessing Financial Growth for a Bright Future
Life is an unpredictable adventure, filled with...
Optifino for Private Clients
Tap into our 100+ years of collective industry wisdom and passion
Better risk-adjusted performance and tax-deferred growth – with higher potential to grow your cash value faster and access it sooner
Try optifino
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Holistic Life Insurance and Legacy Planning
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Multigenerational Wealth Strategies
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Integrated Portfolio Approach
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Intuitive User-Friendly Portal
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Transparency, Visibility and Control
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Exceptional Concierge Service
The initial spark for Optifino came from my desire to humanize and transform the industry I love.
We are building a client-focused portal that views life insurance through a fiduciary compliance lens, offers superior visualization and optimization engine, and streamlines all aspects of underwriting, onboarding, portfolio management and aftercare.
106m
American adults do not believe they have adequate life insurance coverage.
*Source: 2022 Insurance Barometer Study conducted by LIMRA and Life Happens.
44%
Losing a primary earner, 44% of American households would encounter significant financial difficulties within half a year.
*Source: Life Insurance Marketing and Research Association (LIMRA)
100+
Our team has more than 100 years of combined life insurance and investing expertise.
19%
19% of the US consumer financial assets are held in cash value life insurance.
*Federal Reserve Bulletin, September 2020
The role of life insurance
Life insurance is one of the most effective tools for tax-deferred growth. At Optifino, we are fundamental believers that the right portfolio of insurance, built into an asset allocation model, should be the essential ingredient of a family’s financial plan. We focus on designing the optimal portfolio of policies customized to meet your specific needs – ultimately helping to ensure your family’s financial health and stability for generations to come.
