Optima proudly offers personal service, backed by excellent resources and tools.
We serve the needs of independent insurance professionals looking to grow their practice.
Experience the Benefits Optima has to offer:
- Exceptional Experience with the Advanced Case Market
- Cutting-Edge Sales Tools and Training
- Professional Training and Sales Systems
- Experienced and Knowledgeable Staff
- Top Carriers and Products
- Your One-Stop Shop for Life and Annuities
Jon has spent over 25 years in the financial services industry with a majority of those years focusing on Indexed Universal Life. Jon is highly regarded as one of the true visionaries and educators on life insurance products by his peers.
Greg Olson-Vice President
Greg has 15 years’ industry experience and his specialties includes building and growing distribution and leading all company activities to help Optima and their customers achieve ultimate success.
Matt Decker- Life Sales Director
With over 10-years of industry relationships, Matt has grown to be a leader in the analysis of Indexed Universal Life. Getting started in the captive whole life insurance space makes him one of the few industry leaders that understand both Whole Life and Indexed Life. Not only how they work, but also when they are appropriate.
Mike Schmitt- Life Sales Director
Mike has 15 years of experience in the insurance space. He takes great pride in recruiting and onboarding producers, helping design products to fit each client’s specific needs.
Andrew Decker- Annuity Sales Director
Andrew specializes in annuity case design, he focuses on supporting advisors in the growth of their practices with his experience in the financial services industry.
Michelle Hoopes- VP of Operation
Michelle has over 25 years of life insurance industry experience. She assists all areas of the company with day to day business operation activities and also working with agents after recruitment to facilitate in all aspects of their business from contracting, marketing and sales and with commissions after the sale.
Contracting and New Business
Danielle Lawhead- Contracting Manager
Danielle has 11 years experience in the life insurance industry. Danielle specializes in working with the carriers and agents to assure a simple and easy contracting process.
RyAnn Rivera-Underwriting and New Business Manager
Ryann began her insurance career in 2004, with underwriting being her primary focus. With her skillset, she enjoys working on challenging cases with her agents and is willing to go the extra mile to get the job done and the case placed.
Ali Murr- Operations Specialist
Ali has 10 years of experience, her passion is helping agents succeed in placing life and annuity business in a timely and efficient manner.
Heather Tormey- Operations Specialist
Heather brings over 12 years of industry experience to Optima. She is dedicated to providing agents with top notch service and support.