"If you're like most people, you've worked hard for what you have, yet you wonder if you're truly protected for what's next."
Real Strategies. Real Results.
Every great financial strategy begins with discovery - not a sales pitch.
We don’t start with products. We start with understanding.
At Insure Your Success, every client begins with a complimentary assessment — the first step in discovering where you are, what’s working, and what gaps may exist in your plan.
From there, we provide a complete financial analysis and custom-designed financial strategy process tailored to your goals — whether that means building wealth, protecting income, or planning for retirement.
The choice is yours.
The Financial Strategy Process that Builds Clarity, Confidence, and Control
Assessment
Understanding where you stand financially is the foundation of every smart decision.
Our financial assessment evaluates your income, spending, protection gaps, and financial behaviors—pinpointing strengths, risks, and areas for improvement.
This clarity becomes the launch point for building a strategy aligned with your goals.
Financial Analysis
Once your starting point is clear, we conduct a comprehensive financial analysis of your cashflow, liabilities, assets, insurance, and risk exposure.
This analysis turns raw numbers into insight—revealing opportunities, inefficiencies, and threats that influence long-term financial stability.
Strategy Design
With clarity and data in place, we create a personalized financial strategy design built around your goals, timelines, and resources.
This is where your financial picture becomes actionable— integrating protection, cashflow, tax efficiency, and long-term planning into a plan you can confidently implement.
We Serve People at Every Stage of Life.
Whether you’re building your first savings cushion, scaling a business, or preparing for retirement — your financial journey evolves.
We’re here for every stage, helping individuals, business owners, and retirees protect what matters most and plan what’s next.
Children
Every child should learn that money is a tool — not a mystery. Teaching basic financial principles early helps them develop healthy habits around saving, sharing, and spending. The Insure Your Success strategy for children focuses on building a foundation: understanding how money grows, introducing the concept of protection through family coverage, and using simple savings or whole life policies to secure their future insurability. It’s not about numbers — it’s about mindset and opportunity.
College Graduates
Graduation marks the beginning of financial independence. This is the perfect time for an Assessment + Financial Analysis to create a game plan for managing debt, protecting income, and setting the stage for long-term wealth. The IYS strategy helps new professionals establish good habits early—like budgeting, saving for emergencies, and understanding how insurance can secure their income while they grow their careers. The earlier they start, the more powerful their results.
Newlyweds
Marriage isn’t just about combining lives — it’s about combining goals. Newlyweds benefit from a Design Strategy that aligns dreams, spending habits, and protection needs. Through Insure Your Success, couples gain clarity about joint finances, life insurance coverage, and how to build wealth together with confidence. It’s the perfect time to protect what you’re building and plan for what’s next — whether that’s a home, a family, or financial freedom.
Homeowners
Owning a home is a major milestone — and a major liability if not protected properly. The Insure Your Success strategy helps homeowners manage mortgage protection, create equity strategies, and optimize cash flow through smart insurance design. By integrating homeownership into your broader financial plan, you can protect your family, preserve your equity, and even leverage your home as part of your wealth-building strategy.
Parents with Young Children
When children enter the picture, so does responsibility. Parents need to ensure that if something happens, their family’s future stays secure. The IYS process identifies gaps in protection and opportunities for growth — from life insurance with living benefits, to funding future education, to creating generational wealth. It’s about protecting the “what ifs” while still building the “what’s next.”
Business Owners
For entrepreneurs, cash flow is king — but often, personal wealth takes a back seat to business growth. The IYS Assessment helps business owners separate personal and business finances, ensuring that income, protection, and tax strategies work together. Through Financial Analysis + Design Strategy, we identify opportunities to reduce taxes, retain key employees, and convert business profits into long-term personal wealth. You’ve built the business — now let’s make sure it funds your financial freedom.
Retirees
Retirement should be about enjoying what you’ve built, not worrying if it will last. The Insure Your Success strategy transforms assets into tax-efficient income streams while ensuring your legacy is protected. Through customized annuity and life strategies, retirees can enjoy consistent income, manage healthcare costs, and maintain financial independence — all while keeping wealth in the family.
Aging Parents & Adult Children
The greatest gift you can give your family is clarity — not confusion. As life’s later chapters unfold, IYS helps families navigate long-term care, estate planning, and legacy protection. The process brings adult children into the conversation, ensuring everyone understands the plan and the purpose behind it. This isn’t just wealth transfer — it’s wisdom transfer.
No matter where you are in life — just starting out, raising a family, building a business, or preparing for retirement — the Insure Your Success strategy meets you right where you are. Your goals, income, and priorities will evolve, but your financial foundation doesn’t have to. Our financial strategy process of Assessment + Financial Analysis + Design Strategy helps you make confident decisions today while preparing for tomorrow’s opportunities.
When you are ready, take the first step toward protecting your income, growing your wealth, and designing a strategy built for your future.
No Pressure. No Jargon. Just Clarity.
We believe that informed decisions lead to confident outcomes. Our goal is to help you discover strategies that align with your goals — whether that means optimizing your current plan, exploring new options, or building a roadmap for future financial freedom.
At Insure Your Success, our promise is simple: clarity over confusion, strategy over sales. We help you understand the “why” behind every recommendation so you can move forward with confidence.
Evan B.
Business Owner
"The strategy discussion I had with John helped me choose the Debt Action Plan - it is a part of my personal & business financial plan. The strategy works great!"
Jose S.
Business Owner
"I cannot express enough gratitude for the invaluable guidance I received from John Ortiz regarding the development of my life insurance strategy."
Johnny P.
Account Executive
"Speaking with John Ortiz was the best decision for myself and my family. There was no pressure or selling of any kind; it was simply education."
Carisa N.
Director
"Life insurance was never really on my financial plan. I was always thinking 401K, I'm so glad I had a conversation with you. Thank you for your help."
Explore Strategies that Power Financial Freedom
Our strategies are built on clarity and customization. Once we complete your assessment and financial analysis, we design a strategy that aligns with your goals — not generic advice.
Each concept below represents a proven method to protect, grow, and transfer wealth for individuals, families, and business owners.
Infinite Banking Concept
"What if your money could work like a bank - earning interest instead of paying it?"
Build your own private banking system by using life insurance cash value to grow wealth, pay expenses, and recapture interest that would otherwise go to lenders.
Living Benefits
"What if your life insurance could protect you while you're still alive?"
Access cash benefits in the event of a serious illness, or injury, so you can focus on recovery instead of financial strain - because true protection starts before the claim.
Tax-Free Retirement with IUL
"Would you like to retire without worrying about market crashes or tax surprises?"
An Indexed Universal Life (IUL) strategy lets you grow wealth safely, access it tax-free, and protect your retirement from volatility - all while maintaining flexibility and security plus a zero floor.
Legacy & Wealth Transfer
“What if your legacy could be more than just money?”
Transform your financial success into generational impact. We design strategies that preserve your wealth, reduce taxes, and ensure your values are passed on along with your assets.
Each of these strategies begins with our complimentary assessment. Partnered with our financial analysis + strategy design process, we help you determine which approach fits your goals.
Whether you’re exploring the Infinite Banking Concept, adding Living Benefits, building a Tax-Free Retirement with IUL, or planning a Legacy Transfer, Insure Your Success provides clarity, structure, and confidence at every step.
When you are ready.
Take the First Step Toward Financial Confidence
Your financial life evolves through stages — and so should your strategy. The Financial Strategy Process at Insure Your Success begins with clarity and ends with confidence. That clarity starts when you take your personalized Financial Readiness Assessment, designed to uncover where you stand and what steps can help you move forward.
Our Readiness Series guides you from early-career foundations to retirement and Medicare decisions with practical, data-driven insights. Each assessment delivers the financial clarity needed to shape your custom Financial Analysis and inform your personalized Strategy Design Plan.
Choose the assessment that fits your current stage and move forward with clarity, confidence, and peace of mind:
Financial Readiness Assessment: Discover your path from career beginnings to long-term financial stability.
Retirement Readiness Assessment: Evaluate your retirement readiness and lifestyle expectations to plan with confidence.
Medicare Readiness Assessment: Understand your options and make informed healthcare and financial choices before you enroll.
Every confident financial journey begins with one clear step. Take your complimentary assessment today and turn financial uncertainty into a personalized strategy for success.
Financial Readiness Assessment
Discover your path from career beginnings to long-term financial stability.
Gain clarity on your current financial foundation and identify the gaps that could affect your future success. This assessment helps you evaluate savings, income protection, and cash flow strategies so you can build lasting wealth with confidence and purpose.
Retirement Readiness Assessment
Plan your transition from income to independence with confidence and control.
This assessment analyzes your income streams, assets, and expenses to help you determine whether you’re truly prepared for retirement. Discover how to protect your savings, manage risk, and create consistent income for your post-career years.
Medicare Readiness Assessment
Understand your Medicare options before your enroll.
Evaluate your eligibility, coverage choices, and timing to make informed healthcare and financial decisions. This assessment helps you align Medicare with your overall financial strategy, ensuring protection, efficiency, and peace of mind in retirement.