Optifino

Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience. Optimizing financial and life insurance planning with cutting-edge AI to streamline case design and portfolio management, our tools make it easier for agents and advisors to guide their clients’ holistic financial plans through every phase of life. Powerful dashboards and analytical tools equip them to visualize and identify the right insurance products for their clients at the right time. Powering our digital BGA with an AI engine cuts down on onerous work for agents and advisors, while giving their clients instant access to a complete marketplace of permanent life insurance solutions. With this optimally competitive marketplace, clients are empowered to source thoroughly vetted solutions so that they may confidently meet their long-term tax, retirement, and legacy-related goals. What used to take hours, days or weeks now takes a matter of minutes. See for yourself.