Our Services


Optavise is a guided step-by-step insurance and financial management system designed specifically for baby boomers and seniors. It is carefully engineered to provide the absolute most user-friendly financial education, price comparisons, and ongoing support and organization for Americans nearing, or in, retirement.

Our clear and intuitive system breaks down every aspect of the insurance buying experience for you to enable the most comfortable, convenient, and clear processes for identifying your most suitable coverage options based on your own personalized circumstances, comparing the most competitively priced plans in the marketplace for those coverage options, and - when you’re ready - streamlining your coverage application and approval process so that you are informed, protected, and prepared for success throughout.

And that’s only the beginning of how Optavise makes all the insurance and financial planning in your life efficient, clear, and organized. After you have applied and secured your planning through Optavise’ streamlined application platform, our step-by-step system and team of dedicated Client Success Counselors come together to provide an unprecedented level of ongoing support, customer service, organization, and proactive management to keep you and your loved ones in the optimal position for success.


  • If you already know the type of policy you need and would like to clearly and simply identify the best price in the marketplace, view company profiles, read reviews from existing policyholders, auto-scan for discounts, and conduct and organize your application and approval process completely online
  • If you still need to determine the most suitable coverage option for your personal circumstances, would like clear step-by-step guidance and insight into policy types, pricing factors, health approval processes, and other tips and cost saving techniques
  • If you do not know quite where to begin, but would like a comprehensive individual consultation from a non-commissioned personal counselor to detail a plan for your coverage strategy, policy type suitability, and securing the most cost efficient pricing, all completely from the comfort of your own home
  • If you currently have health issues or have been denied for coverage in the past, our proprietary technology allows us to utilize your best health characteristics and minimize your unfavorable ones to filter through thousands of health factors from the relevant insurance company approval guidelines to find you the top policies you will be approved for
  • If you would just like to start by navigating through the collection of education resources and pricing information on our site, but would prefer to meet in person with a certified and top-rated local professional in your area, our Connect Local service allows you to view profiles and personalized proposals before scheduling a time that is best for you

For even further insight into particular situations and services we can help you with, choose from the following: