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John C. Ortiz

174 West Lincoln Avenue, #563
Anaheim, CA 92805
(714) 586-8188

I had a typical Mexican Catholic upbringing that included Little League baseball, football and playing sports in high school. My mother was our leader and she kept us all on schedule. As a middle child of 5, I knew what it meant to hustle. We all got a crash course in Family Business 101, when our father decided to open a neon lighting business. We soon found out that the family business was a 24/7 operation. While growing up in the family business, we learned about Business 101 in real-time. Even though the family business was a lot of hard work, I love the memories of working with my father and building neon signs that were installed all over Southern California. 

Being the first to attend a university in my family was a great opportunity. It was tough to balance my responsibility to the family business and my coursework at Cal State University, Fullerton. I studied Political Science and Criminal Justice. I earned a BA in Criminal Justice. In my junior year, my father decided to step away from ownership in the family business for health reasons. The organization came together under my leadership and we were soon building advance lighting systems for some of the largest and most popular brands in the markets of hospitality, restaurants, casinos, and theme parks. These legacy clients included Disney, Universal Studios, Hard Rock Hotel & Casino, Chase Bank, and the Big A at Angels Stadium. 

 

After selling my businesses in 2013, I retired. Before creating Insure Your Success, I spent time working as a consultant with small businesses helping them with operational efficiencies, sales strategies, tax credits, and networking. In 2020, Covid hit and everything changed. My client's focus changed and our conversations turned to subjects about wealth protection, retirement, succession, and protecting their families. My own planning strategy in these areas helped me to decide that creating Insure Your Success would be my next venture. 

 

As a member of my community, I enjoy helping those around me. I am the vice-president of my HOA, neighborhood watch captain, and president and founding member of my business networking chapter. In pursuing success in my insurance business, I follow a different strategy than most. Instead of selling business owners insurance, I ask business owners to let me help them find money in their business. There is one caveat, any money I find they need to use a portion to fund their retirement, protect their families with life insurance or help their employees with benefits. Most of the time, I can achieve all three. 

I am fortunate to have lived in Orange County my entire life. Which is why I try to help my community. 

Let's meet soon. 

John C. Ortiz

Community Involvement

Collage at Orange HOA | Vice-President

2016 - Present

Chaparral Park Neighborhood Watch | Captain 

2016 - Present

Licensing

Licensed by the California Department of Insurance for Life, Health & Accident

Agent License: #4067969

Agency License: #6003418

Business Community Involvement

LeTip of Anaheim | President

2022 Sales for Chapter $ 2,671,252

Irvine Chamber of Commerce | Member

Voluntary Benefits Category

Education

California State University, Fullerton

Bachelor of Arts, Criminal Justice

California Department of Insurance

Life, Health, Accident & Ethics Education Program

California Department of Insurance

Continuing Education Credentials for License Renewal

California Department of Insurance

AHIP Certification (Medicare)

Products & Services

+ Business Tax Credits

+ Term Life | Index Universal Life Insurance

+ Medicare

+ Voluntary Benefits

Financial Strategies

+ Retirement | Wealth Accumulation

+ Wage Protection

+ Tax Credit Services

+ Reduce Business Payroll Taxes

+ Reduce CA Workers' Compensation Premiums

Contact Me

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