- Life InsuranceA native of Los Angeles, Steven graduated from UCLA with a Bachelor of Sciences degree and entered the life insurance business shortly thereafter. He enjoys working with and assisting a wide variety of clients, including professionals, executives, business owners, and many others. From the beginning, his motto has always been to “put the client’s interests first” and to deliver the highest level of service, both personally and through his agency.
- Health InsuranceWe accredit our remarkable growth to our strategic alliances with top-rated carriers, and our continued ability to design and implement innovative and cost-saving health insurance and employee benefit plans that help our clients to control costs, while also staying compliant.
- Disability InsuranceTypical Group Life and Disability insurance usually only cover a fraction of a key executive’s high income. Key Person Life and Disability Insurance is tailored for such key personnel whose continuation in a business is crucial to its success. Policies can be customized to wrap around the group plan and protects the executive’s family and the business in the event of a sudden critical illness or death. Plans may be structured to avoid taxation of benefits at the time of claim.
- Long Term CareSteven Holtz is both a Certified Financial Planner (CFP) and a Chartered Life Underwriter® (CLU®), so he is eminently qualified to assist clients in their quest for financial security and wealth accumulation. He has experience in a number of different areas including estate planning, retirement planning, employee benefits, long-term care planning, and college funding.
- Dental InsuranceRegular dental exams help employees stay healthier and more productive in the work place. Simple routine visits to the dentist, which are usually covered 100% by insurers, help to detect serious underlying conditions such as heart disease and diabetes. The National Association of Dental Plans and the Centers for Disease Control have performed studies that show that employees with Dental Insurance plans have better attitudes and are less likely to suffer from depression, a common condition in today’s fast-paced world.
- Vision InsurancePurchasing Dental and Vision Insurance is a smart, affordable way to provide extra security and peace of mind beyond your health insurance, and it can be purchased year round.
- AnnuitiesAnnuities are also popular with younger people, especially those who have inherited money and seek tax benefits or wish to avoid putting money in the stock market or otherwise expose their money to risk.