Joseph Robertson
NationalProducer Number # 20683530
Independent Broker
Life + Health Insurance
I combine 15 years of Financial services experience with a friendly, no-pressure approach to find insurance coverage that fits your life and budget. Book a 30-minute complimentary review to compare options and simplify your protection.
State Licenses & Certifications
Licensed and in good standing
I carry all required state insurance licenses and maintain continuing education certifications. Below are high-resolution images of my primary license and associated credentials for verification.
Florida Residential State LIcensee
About: "Joe"
Local expertise, personal service
I help families and small business owners reduce coverage overlap, lower premiums where possible, and ensure claims are handled quickly.
Expect clear explanations, policy comparisons, and a written summary after every consultation.
Welcome to my corner of the insurance world!
I’m originally from Chicago, but now I call sunny Miami home.
With a Finance degree from East-West University, my career began in 1996 as a Registered Investment Broker.
Since then, I’ve gained experience in mortgages, consulting, and financial services—each adding new tools to my skill set.
I specialize in serving hardworking individuals often overlooked by traditional insurance options—self-employed workers, part-timers, tradesmen, and those in the service industry.
Partnering with 20+ top carriers, I tailor solutions that protect what matters most.
My mission is simple: help you secure peace of mind and financial confidence.
Let’s start the conversation—your protection plan begins here.
Insurance Products
Solutions tailored to your life
I offer personalized policies across home, auto, and life lines with straightforward comparisons so you only pay for what matters. Each solution includes an annual review and claims guidance.
Home Insurance
Comprehensive dwelling and personal property coverage, optional flood add-ons, and a claims advocate to guide you through the process.
Auto Insurance
Liability, collision, and uninsured motorist coverage with convenient bundling discounts and accident support services.
Life Insurance
Term and permanent solutions to protect loved ones, estate planning coordination, and simplified underwriting options where available.
Book a Free 30-Minute Review
Choose a time that works for you
Use the calendar below to pick a convenient appointment. Appointments include a policy check, immediate quotes where possible, and a short action plan you can use right away.
“He found a gap in my coverage that saved us thousands and handled the whole claim with care. Communication was clear and fast — highly recommended.”
— M. Rivera, Homeowner
Client Stories
Real results from local clients
Short client quotes highlight the agent's responsiveness, claim help, and premium savings. Testimonials are selected to address common trust objections and reinforce reliability.
“Switched both cars and bundled with home; the process took one phone call and the savings were immediate. No jargon, just help.”
— S. Patel, Small Business Owner