Who We Are

We are a group of financial professionals and partners who help each other strive to reach a common mission, vision, and objectives.

Our licensed agents provide comprehensive financial options through a tailored consultation with a dedicated team of financial professionals.

Join JOptiman Agency

Are you a licensed agent?

Join our team. We will help you develop an entrepreneurial mindset and skills; and we offer competitive commissions.

No license yet?

No worries. Our dedicated team of Licensed professionals will help you get licensed as a financial professional within two weeks of joining JOptiman. We provide free mentorship and guidance to help you grow

Tailored Analysis

Our licensed financial agents perform a comprehensive needs analysis to provide you with answers and suitable solutions in subjects including but not limited to:

• Income Replacement.
• Retirement.
• Legacy Plan.
• Proper Protection.
• Wealth Preservation
• College Savings

Our Insurance Packages

Health Insurance

Your health insurance protects you from paying the full costs of medical services when you're injured or sick. And it works the same way your car or home insurance works: you or your employer choose a plan and agree to pay a certain rate, or premium, each month.

Life Insurance

It can help cover some of life’s biggest expenses, like a home mortgage, debt, and your children’s college tuition, and it can also replace lost income. Your policy can also help cover everyday expenses—anything your beneficiaries need, really. Ultimately, it’s up to them to decide how to use the payout

Annuities

A fixed annuity (also known as a multi-year guaranteed annuity or MYGA) provides a guaranteed rate of return for a predetermined period of time. It is most similar to a Certificate of Deposit (CD) that is offered by a bank or other-FDIC insured institution, except that it is offered by an insurance company. The fixed annuity guarantee is backed by the financial strength of the insurance company, which is best understood through its financial rating.

Request a Quote

Book your free 30-minute consultation with one of our agents.

Tailored Analysis

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Our Insurance Services

Our mission is to provide suitable financial empowering options to our agents, partners, and we help to optimize businesses, individual, and family outcomes.

Our vision is to reach everyone in the communities we serve with empowering options and help thousands of businesses, families, and individuals yearly.

We value the success and satisfaction of our agents,  partners, and clients embodied in our core values of:

  • Faith,
  • Integrity,
  • Family,
  • Respect

Who We Are

JOptiman Consultancy is a trustworthy insurance agency specializing in health insurance, life insurance, and annuities.  We are a group of financial professionals and partners who help each other strive to reach a common mission, vision, and objectives.

Our licensed agents provide proper insurance protection to individuals, families, and businesses; and also assist to optimize your health, wellness, and financial outcomes through a tailored consultation by a dedicated team of professionals.

 

Who We Are

JOptiman Consultancy is a trustworthy insurance agency specializing in health insurance, life insurance, and annuities.  

Let’s work together for all life’s moments.

Achieving possibilities

Are you financially where you want to be?

As a trusted consulting organization empowering our communities with tailored options to take control of their future in ways they never imagined, we serve our clients with a sense of inclusive stewardship, a well-cultivated self-awareness, and humanity.

Our goal is to grow the pool of licensed Entrepreneurs so that together through our robust platform we will help empower our communities.
JOptiman values the success and satisfaction of our clients and Agents as embodied in our core values of
• Faith
• Integrity
• Family
• Individual
• Respect

Register now to join our dedicated team of Professionals in empowering our communities and fulfill your entrepreneurial dreams. We will train and Mentor you in the process. Remember, hope is not a Strategy. 

Your Success Is Our Pride

A complete needs analysis can give you the missing information for definitive solutions.

Remember, "Hope is not a strategy." Engage us, and we'll assist in providing options for:

The services provided by Joptiman are extremely helpful.

Your Success Is Our Pride

A complete needs analysis can give you the missing information for definitive solutions.

Remember, "Hope is not a strategy." Engage us, and we'll assist in providing options for:

• Income Replacement.
• Retirement.
• Legacy Plan.
• Proper Protection.
• Wealth Preservation
• College Savings

Get in touch

We’re here to listen:

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