Each Individual’s Insurance Needs are different from that of others and this is why we provide you with specific & absolute Solutions.
Our Mission is Pure and Simple
The Absolute Best Insurance Buying Experience and Results for You and Your Family
SAVINGS. CONVENIENCE. PEACE OF MIND.
Optavise is your insurance made efficient, simple, and organized.
Our Customer-focused organizational structure and set of services are made simple and user-friendly to accomplish the most important elements of an optimal insurance purchase and management:
1. Most Competitive Prices in the Marketplace
2. Strategy and Suitablity of Policy Type And Carrier
3. Highest Degree of Convenience, Comfort, and Organization
Engineered for your convenience and cost efficiency Optavise offers the following powerful features:
Best Price
Entire Marketplace of Policy Options to Easily Identify Best Price
Guidance
Ready-to-Help Personal Counselors for Guidance and Expert Advice
Education
The Most User-Friendly Education Tools to Learn & Understand Your Options
Organization
Ongoing Client Service and Policy Management System
Approval ConvenienceEasily determine your health eligibility with the top carriers
All Optavise Insurance Clients Receive Lifetime Policyholder Services Such As:
- Lifetime Claims Support
- Annual Rate Shopping Report on Your Policy Anniversary Date
- Counselor Check-Ins Tailored to the Frequency of Your Choosing
- Part D Prescription Assistance Each October
- 24 Hour Call-Back Guarantee
- Online Policy Storage and Organization System
- And More!
Learn and Understand Conveniently Get the Clarity You Deserve From The Type of Learning That Works Best For You
Frequently Asked Questions
Optavise Financial Management System
GUIDANCE, SAVINGS, AND ORGANIZATION. MADE EASY.
Optavise is a guided step-by-step insurance and financial management system designed specifically for baby boomers and seniors. It is carefully engineered to provide the absolute most user-friendly financial education, price comparisons, and ongoing support and organization for Americans nearing, or in, retirement.
Our clear and intuitive system breaks down every aspect of the insurance buying experience for you to enable the most comfortable, convenient, and clear processes for identifying your most suitable coverage options based on your own personalized circumstances, comparing the most competitively priced plans in the marketplace for those coverage options, and – when you’re ready – streamlining your coverage application and approval process so that you are informed, protected, and prepared for success throughout.
And that’s only the beginning of how Optavise makes all the insurance and financial planning in your life efficient, clear, and organized. After you have applied and secured your planning through Optavise’ streamlined application platform, our step-by-step system and team of dedicated Client Success Counselors come together to provide an unprecedented level of ongoing support, customer service, organization, and proactive management to keep you and your loved ones in the optimal position for success.
THE TYPES OF PLANNING WE SPECIALIZE IN:
Medicare Insurance
Life Insurance
Long Term Care Insurance
Reverse Mortgage
Retirement Income Plans
Homeowners Insurance
Home owener protection insurance
Refinance Your Debt
Why should I sign up for Medicare Supplement insurance with Optavise?
When you sign up for your Medicare Supplement insurance with Optavise, you are systematically put in position to receive the highest rated and most competitively priced plans in the marketplace. Optavise has made it our mission to deliver the absolute more clear, convenient, and costs efficient experience for you. Contact us anytime for client support at (215) 454-6154 and or our direct email at info@clarityconsultation.com. In addition, any policy facilitated through us will include a 30-day Free Look, which allows you to completely terminate the policy within 30 days of its issuance without incurring any penalty or fees.
optavise Insurance 