For more than 35 years, Holtz Insurance Services has helped small to mid-sized employers save money on a rich variety of health and welfare benefits, such as health, life, dental and other coverages. Employers and employees have 24/7 access to their own customized benefits enrollment and management site.
We'll help you navigate and comply with the Affordable Care Act (ACA) and other complex healthcare reform. Wellness plans are proven to save employers on premiums and increase productivity within the workplace. Steven Holtz, Our President and CEO, is an authorized financial professional for the revolutionary wealth building strategy Bank On YourselfTM.
We'll help you navigate and comply with the Affordable Care Act (ACA) and other complex healthcare reform. Wellness plans are proven to save employers on premiums and increase productivity within the workplace. Steven Holtz, Our President and CEO, is an authorized financial professional for the revolutionary wealth building strategy Bank On YourselfTM.
Services
Founded in 1977, Holtz Insurance Services has grown into one of the most well-known and leading providers of insurance brokerage, risk management and financial services to businesses and individuals, both locally and on a national level.
We 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.Our main goal is our clients' success.
We 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.Our main goal is our clients' success.
Steven Holtz is both a Certified Financial Planner and Chartered Life Underwriter, 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.
Please feel free to let us know how we are doing by writing your own recommendation! The Client reviews mentioned on this website are only related to Holtz Insurance Services & Financial Strategies Insurance business and are not associated with LifePro Asset Management, LLC or advisory services. INVESTMENT ADVISORY SERVICES OFFERED THROUGH LIFEPRO ASSET MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER.
We offer traditional health plans through most major carriers. Depending on your needs, we have plans that offer the Minimum Essential Coverage (MEC) as required by the Affordable Care Act (ACA) to full customized packages that offer a rich variety of benefits. A Health Maintenance Organization (HMO) requires group members to obtain their health care services from doctors and hospitals affiliated with the HMO.
Comprehensive corporate wellness tools to help employees stay healthy, happy and productive. Wellness benefit programs are designed to help employees live a healthy lifestyle, leading to significant improvements in workplace wellness, including spiked morale, productivity and reduced absenteeism, to name a few.
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