Holtz Insurance Services celebrates 40 years of providing outstanding insurance 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.
Value Add Services to Help Our Clients Succeed
Our main goal is our clients’ success. We provide expertise and resources to help make them more efficient, productive and compliant.
- HR Technology – a customized benefits enrollment and management site that acts as a virtual benefit expert.
- Healthcare Reform Specialists – ACA Certified and continually furthering our education and knowledge about industry laws, regulations and trends.
We also offer insurance consulting services, such as estate and retirement strategies, and business continuation, which are geared towards business owners and professionals.
Certifications, Designations & Memberships
National Association of Health Underwriters
Certified Financial Planner
Chartered Life Underwriter®
National Association of Insurance and Financial Advisors
National Association of College Funding Advisors, Inc.
Authorized Bank On Yourself™ Advisor
Million Dollar Round Table