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Business Page


business profile image

Simply Health and Life

Tax & Financial Services
5.0 stars
67 Reviews

Markets served


Arizona
Florida
Mississippi
Nevada
Tennessee
Texas
Wyoming

More ways to connect


(305) 898-9677

About us


I’ve always believed that protecting what matters most—whether it’s family, business, or future goals—is essential. As the owner of Simply Health & Life Insurance, my mission is to help individuals, families, and business owners secure their financial future through comprehensive life and health insurance solutions. With a deep understanding of the insurance landscape, I work closely with clients to create customized plans that provide peace of mind today and long-term security for tomorrow.

I focus on more than just policies; my goal is to integrate life insurance into broader financial strategies. Whether it’s ensuring family protection, building wealth, or planning for retirement, I help my clients make informed decisions that align with their goals. I specialize in using life insurance to safeguard assets, minimize taxes, and create lasting financial legacies.

With a background in real estate, finance, and entrepreneurship, I understand the unique needs of business owners and investors. That’s why I provide solutions tailored not only to protect assets but also to help grow them. Whether it's keyman insurance, wealth-building policies, or personal coverage, I make sure my clients are prepared for the unexpected while planning for the future.

At Simply Health & Life Insurance, my goal is to provide the highest level of service by being a trusted partner every step of the way. I take pride in offering more than just insurance—I offer clarity, security, and peace of mind for life’s most important moments.

Specialties


Financial Planning

Retirement Planning
Estate Planning
Budgeting
Debt Management
Self-directed IRA
Wealth Management
Insurance Planning

Reviews (67)


5.0 stars
67 Reviews
5.0 stars
67 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
a month ago
Reviewed by Lena Becerra
I worked with Yeilis and she was very helpful. She was on top of everything from day 1, walking us through what was needed and answering any question I had. Would definitely work with her again!
reviewer image
5.0 stars
|
2 months ago
Reviewed by Sydney Suarez
We had the most INCREDIBLE experience from start to finish! Veronica & Javi are an immaculate team who definitely GET IT DONE! There was never a night they weren’t working late to get us our dream home. We found our perfect house and within 30 days we were closed. Simple home loans is the way to go! Thank you as well to Yeilis, like I said this team is the one stop shop for your next dream home or investment property.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Greter Mesa
Thank you, Javier and Yeilis for being very professional and helping us. They are very nice and kind and have made my buying process very smooth, thank you so much! 100% Recommend 🙏
reviewer image
5.0 stars
|
6 months ago
Reviewed by Victoria Read
I recently had the pleasure of working with Simply Home Loans, and I cannot speak highly enough of the exceptional service they provided. From the initial consultation to the final closing, the team demonstrated unparalleled professionalism, expertise, and dedication. The mortgage brokers at Simply Home Loans took the time to understand my unique financial situation and goals, offering personalized advice and options tailored to my needs. Their deep knowledge of the market and attention to detail ensured that I secured the best possible mortgage rates and terms. Communication was seamless throughout the entire process. The team was always available to answer questions, provide updates, and explain complex concepts in an understandable way. Their transparency and honesty built a high level of trust, making me feel confident and supported at every step. One of the standout qualities of Simply Home Loans is their commitment to making the mortgage process as stress-free as possible. They handled all the paperwork efficiently and proactively addressed any potential issues before they became problems. Their proactive approach and meticulous attention to detail made what could have been a daunting experience remarkably smooth and hassle-free. In summary, Simply Home Loans exceeded all my expectations. Their expertise, personalized service, and unwavering dedication to their clients set them apart from other mortgage brokers. I highly recommend Simply Home Loans to anyone in need of mortgage services. They truly are the best in the business. Huge Thanks to Javier, Maggie & Yeilis !!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Willam Marrero
Working with Maggie from Simple Home Loans was an absolute pleasure! Her professionalism, attention to detail, and dedication to finding the best mortgage solution for my needs exceeded all expectations. She guided me through every step of the process with patience and expertise, making what could have been a stressful experience incredibly smooth and seamless. I highly recommend Maggie and the team at Simple Home Loans for anyone in search of exceptional service and expertise in the mortgage industry. Thank you,
reviewer image
5.0 stars
|
9 months ago
Reviewed by Alexander Torre
Simple Home Loans is the perfect mortgage company to go through when in search of purchasing a home. Javier, Maggie, Rosy and Yeilisis were incredible to work with! They were very knowledgeable and service oriented! They will fight for you to get the best closing costs, just like they did for my wife and I. They were the ones who made it possible for us to get a loan for the house of our dreams. The dream turned into a reality and I will always be grateful for that. I will definitely work with them in the future and I suggest you do the same!
reviewer image
5.0 stars
|
10 months ago
Reviewed by UW MANAGEMENT
Jesse and Javier at Simple Home Loans were super thorough throughout our first time home buying process. Every time we had a question, they were incredibly responsive and educated us on all steps in the process. The customer service was outstanding and I would recommend them, thank you Simple Home Loans !
reviewer image
5.0 stars
|
a year ago
Reviewed by Joyce Rodriguez
Highly recommend this team for all your mortgage, loan and real estate related needs. They are experts on the field and the Florida real estate and financial market. Super responsive, attentive and quality service oriented. Best rates in town. We bought our first home in a very tough market this year in February 2023 and the process was transparent, honest and efficient. Couldn’t have asked for a better first time home buying experience! Thanks again!
reviewer image
5.0 stars
|
a month ago
Reviewed by Lena Becerra
I worked with Yeilis and she was very helpful. She was on top of everything from day 1, walking us through what was needed and answering any question I had. Would definitely work with her again!
reviewer image
5.0 stars
|
2 months ago
Reviewed by Sydney Suarez
We had the most INCREDIBLE experience from start to finish! Veronica & Javi are an immaculate team who definitely GET IT DONE! There was never a night they weren’t working late to get us our dream home. We found our perfect house and within 30 days we were closed. Simple home loans is the way to go! Thank you as well to Yeilis, like I said this team is the one stop shop for your next dream home or investment property.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Greter Mesa
Thank you, Javier and Yeilis for being very professional and helping us. They are very nice and kind and have made my buying process very smooth, thank you so much! 100% Recommend 🙏
reviewer image
5.0 stars
|
6 months ago
Reviewed by Victoria Read
I recently had the pleasure of working with Simply Home Loans, and I cannot speak highly enough of the exceptional service they provided. From the initial consultation to the final closing, the team demonstrated unparalleled professionalism, expertise, and dedication. The mortgage brokers at Simply Home Loans took the time to understand my unique financial situation and goals, offering personalized advice and options tailored to my needs. Their deep knowledge of the market and attention to detail ensured that I secured the best possible mortgage rates and terms. Communication was seamless throughout the entire process. The team was always available to answer questions, provide updates, and explain complex concepts in an understandable way. Their transparency and honesty built a high level of trust, making me feel confident and supported at every step. One of the standout qualities of Simply Home Loans is their commitment to making the mortgage process as stress-free as possible. They handled all the paperwork efficiently and proactively addressed any potential issues before they became problems. Their proactive approach and meticulous attention to detail made what could have been a daunting experience remarkably smooth and hassle-free. In summary, Simply Home Loans exceeded all my expectations. Their expertise, personalized service, and unwavering dedication to their clients set them apart from other mortgage brokers. I highly recommend Simply Home Loans to anyone in need of mortgage services. They truly are the best in the business. Huge Thanks to Javier, Maggie & Yeilis !!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Willam Marrero
Working with Maggie from Simple Home Loans was an absolute pleasure! Her professionalism, attention to detail, and dedication to finding the best mortgage solution for my needs exceeded all expectations. She guided me through every step of the process with patience and expertise, making what could have been a stressful experience incredibly smooth and seamless. I highly recommend Maggie and the team at Simple Home Loans for anyone in search of exceptional service and expertise in the mortgage industry. Thank you,
reviewer image
5.0 stars
|
9 months ago
Reviewed by Alexander Torre
Simple Home Loans is the perfect mortgage company to go through when in search of purchasing a home. Javier, Maggie, Rosy and Yeilisis were incredible to work with! They were very knowledgeable and service oriented! They will fight for you to get the best closing costs, just like they did for my wife and I. They were the ones who made it possible for us to get a loan for the house of our dreams. The dream turned into a reality and I will always be grateful for that. I will definitely work with them in the future and I suggest you do the same!
reviewer image
5.0 stars
|
10 months ago
Reviewed by UW MANAGEMENT
Jesse and Javier at Simple Home Loans were super thorough throughout our first time home buying process. Every time we had a question, they were incredibly responsive and educated us on all steps in the process. The customer service was outstanding and I would recommend them, thank you Simple Home Loans !
reviewer image
5.0 stars
|
a year ago
Reviewed by Joyce Rodriguez
Highly recommend this team for all your mortgage, loan and real estate related needs. They are experts on the field and the Florida real estate and financial market. Super responsive, attentive and quality service oriented. Best rates in town. We bought our first home in a very tough market this year in February 2023 and the process was transparent, honest and efficient. Couldn’t have asked for a better first time home buying experience! Thanks again!

Our Team


Jesse Rodriguez
Agent
Lender
Tax & Financial Services
Property Manager