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.
Authorized Bank On YourselfTM Advisor
Steven Holtz, Our President and CEO, is an authorized financial advisor for the revolutionary wealth building strategy Bank On YourselfTM.
The financial strategy behind Bank On Yourself uses a whole life insurance policy with some little-known features added to it that can help you build cash values very rapidly, safely and predictably.
Learn more or click the button below to schedule a consultation with Steven.
Other Wealth Building Strategies
We provide safe and predictable paths to wealth and financial success with innovative strategies that are unlike the traditional, and somewhat volatile, methods that have proven ineffective over the past years.
401k and IRA Rollovers
Moving your retirement savings from your retirement plan at work to an Individual Retirement Account (IRA) can be confusing, as there are several factors to consider. We are here to help.
Maximizing Your Retirement Income
We can help you explore several options that maximize your retirement wealth. We can also show you how to maximize your income, tax-free, during retirement. Schedule an appointment with us today.
The cost of a four-year college education alone has nearly tripled in the last two decades. College funding plans help families set aside money, usually tax-free, for future college costs. Click here for more information or schedule an appointment with us today.
Annuities are investment contracts that can help you grow your savings and/or retirement portfolio. They are another popular, safe money product we help clients add to their investment portfolio. Click here to learn more about Annuities or click the button below to schedule a consult.
We are fully licensed, credentialed and have 65 years of collective experience providing health benefits and investment services to our clients.
We are an independent insurance firm, meaning we work with many of the nation’s top carriers, but are not bound to any one specific carrier.
Our clients are our priority. We always provide prompt personal service, along with advanced resources and tools to fulfill their needs.
Request a Call Back
If you would like to speak with one of our Benefits Consultants or Financial Experts, just submit your details to the right and we’ll be in touch shortly.
If you would prefer, you can e‐mail us or contact us by phone at 310‐553‐2220 between 8:30 a.m. and 5:30 p.m. Monday to Friday —we look forward to assisting you.