Secure your loved ones' financial

well-being and give them peace of mind.

Secure your loved ones' financial

well-being and give them peace of mind.

ABOUT ME

Tyler Ortiz

Tyler Ortiz

Licensed Broker

Licensed Broker

National Producer Number: 19765777

Email: [email protected]

Phone Number: 9498919994

ABOUT ME

National Producer Number: 19765777

Phone Number: 9498919994

Email: [email protected]

My name is Tyler Ortiz, and I am a seasoned Financial Consultant dedicated to helping individuals, families, and businesses achieve financial security and long-term peace of mind. Over the years, I’ve had the privilege of designing comprehensive financial plans tailored to meet the needs of a diverse range of clients. I began my career specializing in creating solutions for union trade workers, addressing their unique challenges and goals. Today, I proudly serve clients across all walks of life, offering expertise in: Final Expense Insurance Mortgage Protection Retirement Planning Health Insurance Disability and Income Protection With a deep understanding of these essential areas, I have built a reputation for providing thoughtful, strategic guidance. My mission is to help clients make informed decisions that protect their loved ones, secure their assets, and prepare for the future. In addition to serving my clients, I have devoted much of my career to empowering others in the financial services industry. I’ve trained, recruited, and developed over 1,000 financial professionals, fostering their growth and helping them succeed in a competitive field. Leading agencies and mentoring aspiring professionals has been a deeply fulfilling part of my journey. Operating across all 50 states, I provide personalized consultations in person, virtually, or over the phone to ensure accessibility for every client. My philosophy, People Over Profit, drives every interaction and decision I make. I believe in prioritizing the individual needs of my clients above all else, solving complex financial challenges with innovative, customized solutions. When you work with me, you can trust that I will take the time to understand your goals, address your concerns, and craft a plan that supports your vision for the future. Let’s start building a financial strategy that provides the stability and protection you deserve.

My name is Tyler Ortiz, and I am a seasoned Financial Consultant dedicated to helping individuals, families, and businesses achieve financial security and long-term peace of mind. Over the years, I’ve had the privilege of designing comprehensive financial plans tailored to meet the needs of a diverse range of clients. I began my career specializing in creating solutions for union trade workers, addressing their unique challenges and goals. Today, I proudly serve clients across all walks of life, offering expertise in: Final Expense Insurance Mortgage Protection Retirement Planning Health Insurance Disability and Income Protection With a deep understanding of these essential areas, I have built a reputation for providing thoughtful, strategic guidance. My mission is to help clients make informed decisions that protect their loved ones, secure their assets, and prepare for the future. In addition to serving my clients, I have devoted much of my career to empowering others in the financial services industry. I’ve trained, recruited, and developed over 1,000 financial professionals, fostering their growth and helping them succeed in a competitive field. Leading agencies and mentoring aspiring professionals has been a deeply fulfilling part of my journey. Operating across all 50 states, I provide personalized consultations in person, virtually, or over the phone to ensure accessibility for every client. My philosophy, People Over Profit, drives every interaction and decision I make. I believe in prioritizing the individual needs of my clients above all else, solving complex financial challenges with innovative, customized solutions. When you work with me, you can trust that I will take the time to understand your goals, address your concerns, and craft a plan that supports your vision for the future. Let’s start building a financial strategy that provides the stability and protection you deserve.

OUR BROKERAGE

1 MILLION+

Families Helped

$150 BILLION

Life Insurance In Place

$800 MILLION

Premium Sold Per Year

29,000+

Professional Agents

WE GOT YOU COVERED

INDEXED UNIVERSAL LIFE

This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

FIXED INDEXED ANNUITIES

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

FINAL EXPENSE

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

MORTGAGE PROTECTION

Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

LICENSE INFORMATION

We have agents licensed in all 50 states!

Find your state and verify Tyler Ortiz with a picture of their license and a link directly to your state specific Department of Insurance.

ALABAMA

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

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ALASKA

To verify my license with the state insurance department, click here: https://www.commerce.alaska.gov/web/ins/

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ARIZONA

To verify my license with the state insurance department, click here:https://difi.az.gov/license-search

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ARKANSAS

To verify my license with the state insurance department, click here: https://sbs.naic.org/solar-external-lookup/

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CALIFORNIA

To verify my license with the state insurance department, click here: https://cdicloud.insurance.ca.gov/cal

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COLORADO

To verify my license with the state insurance department, click here: https://colorado.licenselookup.org/insurance/

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CONNECTICUT

To verify my license with the state insurance department, click here: https://www.cidverifylicense.ct.gov/CLIC/VerifyLicense.aspx

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DISTRICT OF COLUMBIA

To verify my license with the state insurance department, click here: https://sbs.naic.org/solar-external-lookup/

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DELAWARE

To verify my license with the state insurance department, click here: https://sbs.naic.org/solar-external-lookup/license-manager

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FLORIDA

To verify my license with the state insurance department, click here: https://www.myfloridacfo.com/division/agents/

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GEORGIA

To verify my license with the state insurance department, click here: https://oci.georgia.gov/insurance-resources/agent-individual-agency-company-search

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HAWAII

To verify my license with the state insurance department, click here: https://cca.hawaii.gov/ins/insurance-license-search/

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IDAHO

To verify my license with the state insurance department, click here: https://doi.idaho.gov/industry/licensing-services/license-types/producer-individual/

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ILLINOIS

To verify my license with the state insurance department, click here: https://www.illinois.gov/services/service.insurance-provider-license-search.html

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INDIANA

To verify my license with the state insurance department, click here: https://www.in.gov/idoi/licensing/

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IOWA

To verify my license with the state insurance department, click here: https://iid.iowa.gov/find-a-licensed-agent

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KANSAS

To verify my license with the state insurance department, click here: https://sbs.naic.org/solar-external-lookup/license-manager

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KENTUCKY

To verify my license with the state insurance department, click here: https://insurance.ky.gov/ppc/new_default.aspx

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LOUISIANA

To verify my license with the state insurance department, click here: https://www.ldi.la.gov/onlineservices/ProducerAdjusterSearch/

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MAINE

To verify my license with the state insurance department, click here: https://www.maine.gov/pfr/insurance/licensees/individual

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MARYLAND

To verify my license with the state insurance department, click here: https://www.apps.insurance.maryland.gov/CompanyProducerInfo/ProducerSearch.aspx?NAV=HOME

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MASSACHUSETTS

To verify my license with the state insurance department, click here: https://www.mass.gov/insurance-providers-and-producers

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MICHIGAN

To verify my license with the state insurance department, click here: https://difs.state.mi.us/locators?searchtype=InsAgent

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MINNESOTA

To verify my license with the state insurance department, click here: https://mn.gov/commerce/licensing/license-lookup/

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MISSISSIPPI

To verify my license with the state insurance department, click here: https://www.mid.ms.gov/licensing-search/licensing-search.aspx

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MISSOURI

To verify my license with the state insurance department, click here: https://insurance.mo.gov/CompanyAgentSearch/search/search-agents.php

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MONTANA

To verify my license with the state insurance department, click here: https://csimt.gov/insurance/licensing/

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NEBRASKA

To verify my license with the state insurance department, click here: https://doi.nebraska.gov/consumer/company-and-producer-search

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NEVADA

To verify my license with the state insurance department, click here: https://di.nv.gov/ins/f?p=licensing:search

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NEW HAMPSHIRE

To verify my license with the state insurance department, click here: https://www.insurance.nh.gov/

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NEW JERSEY

To verify my license with the state insurance department, click here: https://www-dobi.state.nj.us/DOBI_LicSearch/

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NEW MEXICO

To verify my license with the state insurance department, click here: https://www.osi.state.nm.us/pages/bureaus/producers/license-information/individual

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NEW YORK

To verify my license with the state insurance department, click here: https://www.dfs.ny.gov/apps_and_licensing/agents_and_brokers/home

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NORTH CAROLINA

To verify my license with the state insurance department, click here: https://www.ncdoi.gov/licensees/insurance-producer-and-adjuster-licensing

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NORTH DAKOTA

To verify my license with the state insurance department, click here: https://www.insurance.nd.gov/producers

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OHIO

To verify my license with the state insurance department, click here: https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch

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OKLAHOMA

To verify my license with the state insurance department, click here: https://www.oid.ok.gov/licensing-and-education/licensee-look-up/

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OREGON

To verify my license with the state insurance department, click here: https://dfr.oregon.gov/help/complaints-licenses/pages/check-license.aspx

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PENNSYLVANIA

To verify my license with the state insurance department, click here: https://apps02.ins.pa.gov/producer/ilist1.asp

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RHODE ISLAND

To verify my license with the state insurance department, click here: https://dbr.ri.gov/insurance/insurance-professionals

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SOUTH CAROLINA

To verify my license with the state insurance department, click here: https://doi.sc.gov/354/Licensing-CE

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SOUTH DAKOTA

To verify my license with the state insurance department, click here: https://dlr.sd.gov/insurance/license_inquiry_service.aspx

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TENNESSEE

To verify my license with the state insurance department, click here: https://www.tn.gov/

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TEXAS

To verify my license with the state insurance department, click here: https://www.tdi.texas.gov/

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UTAH

To verify my license with the state insurance department, click here: https://insurance.utah.gov/

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VERMONT

To verify my license with the state insurance department, click here: https://dfr.vermont.gov/insurance

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VIRGINIA

To verify my license with the state insurance department, click here: https://www.scc.virginia.gov/

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WASHINGTON

To verify my license with the state insurance department, click here: https://fortress.wa.gov/oic/consumertoolkit/Search.aspx

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WEST VIRGINIA

To verify my license with the state insurance department, click here: https://www.wvinsurance.gov/Divisions_Licensing

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WISCONSIN

To verify my license with the state insurance department, click here: https://oci.wi.gov/Pages/Consumers/Look-Up.aspx

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WYOMING

To verify my license with the state insurance department, click here: https://doi.wyo.gov/licensing

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AS A BROKER, WE ARE ABLE TO SHOP AROUND AND FIND THE BEST POSITION FOR YOU WITH ONE OF OUR MANY A+ RATED CARRIERS!

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