Optimized Insurance Planning

The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope.

I recently had the pleasure of representing Optimized Insurance Planning at the 2025 Athene Conference at The BNP Paribas Open in Indian Wells, CA. It was a great opportunity to explore Athene’s innovative annuity solutions, BNP Paribas’ impact on the retirement market, as well as even getting to play some tennis with the legendary Brad Gilbert! Grateful for the insights and connections. Special thanks to Jen Buck Clara Bacheré Jay Rosencrance Mac Campbell, RICP and many more for putting on such a great event. #Annuities #RetirementPlanning #Athene #BNPParibas

Join us in wishing Dylan L. a happy birthday!!! 🥳 Dylan Leverett’s entry point to the world of insurance started in property and casualty customer service; prior to that, he honed his service and management skills through almost a decade in the food and beverage industry. Dylan is a University of North Texas graduate with concentrations in business management, hospitality, and communications. Dylan is licensed in property and casualty as well as life and health. Currently, he is a Planning Sales Associate at Optimized Insurance Planning. In this role he supports sales by maintaining and cultivating business relationships by bridging any gaps between planning directors and advisors. In his spare time, Dylan is a bookworm, a music lover, and a coffee snob. He resides in Euless, TX, with his girlfriend, Brittni, and two dogs, Penny and June. Cheers to you, Dylan! #OptimizedInsurancePlanning #OIP #EmployeeBirthday #Birthday #InsurancePlanning #InsuranceMarketing

Money decisions, like moves in chess, can be challenging to judge due to varying time horizons among investors, making what is beneficial for short-term-focused shareholders potentially detrimental for those with a long-term outlook. Here's strategy from Harvard Busines Review to see the path ahead clearly.

Our Planning Director, Nick Bernatowicz, RICP®, CLTC, attended the The American College of Financial Services inaugural conference, Horizons, this past week! It was an incredible week hosted at the Loews Coronado Bay Resort in Coronado, CA. Horizons offered an exclusive, immersive experience for retirement planners. Attendees got to deep dive into holistic retirement income planning, longevity planning, and legacy planning. Engaged in specialized workshops, breakout sessions, and networking opportunities focused on critical topics such as Social Security, Medicare, retirement psychology, income solutions, and housing options. All lead by industry leaders such as Michael Finke, Program Director at the The American College of Financial Services Jeffrey Levine Ed Slott, CPA Wade Pfau Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Bryn Mawr Trust #OptimizedInsurancePlanning #OIP #AmericanCollege #HorizonsConference #Coronado #RetirementPlanning #IndustryConference #FinancialServices

OIP National Webinar: Lifetime Income Guarantees Are Not For Everyone! Hosted by: Bill Bonk Guest Speaker: Greg Short MassMutual Ascend Thursday, 3/20/25 11:00 am ET | 10 am CT | 8:00 am PT Register Here: Lifetime Income Guarantees Are Not For Everyone! #OptimizedInsurancePlanning #OIP #MassMutualAscend #MMA #Webinar #InsuranceWebinar #RetirementPlanning #InsurancePlanning

Join us in wishing our Co-Founder and COO Bill Bonk a very Happy Birthday!!! 🥳 Bill was born and raised in Connecticut. After graduating from Avon Old Farms, he went on to earn a Bachelor of Economics degree from St. Lawrence University. Bill’s professional background began back in the year 2000 as a Financial Advisor with Paine Webber, now UBS Financial. His focus was with high-net-worth investors within the senior marketplace. Bill has over twenty years of industry experience with a primary emphasis on Fixed & Indexed Annuity portfolio design, implementation, and management. Bill was the Regional Annuity Director for the Smith Company, a Producers Choice Network Partner from 2003-2015, and now owns BBIM: Bill Bonk Insurance Marketing, a Producers Choice Network Affiliate. Bill is now acting COO of Optimized Insurance Planning (OIP). His unbiased client-first approach towards Fixed and Indexed Annuities has differentiated him in today’s marketplace. Bill is also an active supporter of NAIFA, NAFA, the FSP, and the FPA. Cheers to you Bill! #OptimizedInsurancePlanning #OIP #Birthday #Founder #celebrate

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