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Bill Bonk

Owner/COO

Optimized Insurance Planning

Framingham, Massachusetts


Contact Information

Email
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LinkedIn

Company Information

Company
Optimized Insurance Planning
Industry
insurance
Employees
26.0
Seniority
Owner

Technologies

Outlook Microsoft Office 365 Amazon AWS Vimeo reCAPTCHA Google Font API Google Tag Manager WordPress.org Apache YouTube Mobile Friendly Lucky Orange Gravity Forms Box Android SharePoint SAP Barracuda MSP Remote

Keywords

annuity marketing annuity case design customer service life insurance ltc insurance planning education retirement planning insurance planning financial advisors risk management annuities long-term care insurance client-centric experience holistic financial planning financial solutions personalized service educational resources insurance marketing comprehensive planning financial services support client acquisition tools case design support policy management due diligence documentation custom growth strategies health care planning estate planning advisor collaboration market insights insurance rate updates web-based tools continuing education client relationship management operational support annuity solutions life insurance quotes financial planning education event hosting proactive support services online accessibility insurance licensing compliance management networking opportunities impactful relationships charitable partnerships asset protection strategies legacy planning client engagement community involvement financial well-being resources advisors best interest technology integration insurance performance metrics advisory services law practice legal services education management

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