Simplicity Optima, formerly Optima Financial and Insurance Services, is focused on serving the needs of independent insurance professionals looking to grow their practice.

Simplicity Optima’s experienced team offers proven sales tools and training, access to top carriers and products, and deep knowledge with the advanced case market, making them an ideal partner to help financial professionals successfully position and sell life insurance and annuities.

Gain access to Simplicity Optima’s on-demand IUL Training series.

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Our guiding principles inform everything we do

Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.
Delivering best-in-class financial products that meet the holistic financial planning objectives.
An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.