Sep 2, 2025
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