#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance

Risk Management with Scott Heinila, CEO of Optimized Insurance
Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott
Heinila.
After graduating from California State University Long Beach (CSULB) with a Finance degree,
Scott began his insurance career in 2001, dedicating his time to assisting Insurance Professionals
and Financial Advisors within the three facets of Protective Portfolio Planning – annuities, life
insurance, and long-term care insurance. He’s an expert in the industry with 20+ years of
experience, Scott has led roles such as the Director of Sales for a growing FMO, Regional Vice
President with a leading fixed and indexed annuity insurance company, and most recently, the
Executive Director for Producers Choice Network.
In his current role, Scott is the CEO and Co-Founder of Optimized Insurance Planning, a
wholesale insurance planning and marketing firm. He is also the President and Founder of Prism
Wealth Preservation, a professional financial & insurance services firm specializing in working
with pre-retirees, retirees, and business owners.
Scott is also the host of the Optimized Advisor Podcast, dedicated to enhancing the professions,
best practices, and personal well-being of Advisors.

They discuss:
 Approaching risk management via annuities, life, and long-term care insurance
 Common advisor obstacles to utilizing each
 Resources for both advisors and clients

Optimized Insurance:
https://optimizedins.com/

https://www.linkedin.com/company/https-www.linkedin.com-company-optimized-
insurance-planning-/

For more information, contact Bill Bonk:
Bill@optimizedins.com