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.

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Our guiding principles inform everything we do

Simplicity provides exceptional education in support of every product and service we offer. We want to educate our agents and advisors, who will in turn educate their clients, and thereby advance holistic financial planning for Americans as they prepare for — and live in — retirement.

Education is the cornerstone of any business transaction. People want to buy what they understand. This is especially true in the financial industry which is why we invest in training and educational resources that will help all our partners educate Americans on how to secure their financial futures.

It is our priority to deliver value to our distribution partners, and by extension their clients, in the form of best-in-class insurance, investment, and business development solutions for every stage of life.

Our business is built on strong relationships at every level. We understand the current landscape and anticipated needs of financial professionals and their clients and are well-prepared to provide the sales, marketing and operational support that will help them, help their clients secure their financial futures.