Analysis
All Life Insurance policies are built based on a series of financial parameters, each affecting the policy’s value and benefits. In fact, any one of the following can seriously impact the viability of a policy.
Design
Life insurance is one of the most versatile and flexible financial assets ever created. As an indpendent brokerage firm we have hundreds of products to choose from so you always get the best the market place has to offer.
Underwriting
Insurance companies are in the business of risk. However getting them to make an aggressive offer is a challenge. With years of experience and industry contacts we specialize in difficult cases.
Make sure your life insurance matters
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Securities
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC AIC and Herz Financial are not affiliated. Additional products and services may be available through Herz Financial that are not offered through AIC. Securities products are limited to residents of CT, FL, MA, NY
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Herz Financial will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.