9171 Wilshire Blvd, Suite 500

Beverly Hills, CA 90210

Employee Benefits, Health and Life Insurance Specialists, Bank On Yourself Professional

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9171 Wilshire Blvd, Suite 500

Beverly Hills, CA 90210

Steven Holtz

Meet Steven Holtz, Founder of Holtz Insurance Services and Best-Selling Author

Steven 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.

A 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.

Steven Holtz Hits Amazon Best-Seller List With New Book

Los Angeles, CA – October 16, 2013 – Steven Holtz, Founder and Owner of Holtz Insurance Services, recently joined a select group of North America’s leading financial advisors to co-write the book titled, The Secret to Lifetime Financial Security: The Nation’s Leading Financial Advisors Reveal How to Turn Your Back on Banks and Wall Street and Take Control of Your Financial Future Today. The book was released on September 19, 2013 by CelebrityPress – a leading business book publisher. Steven Holtz contributed a chapter titled “The Long Road to Insurance Bliss.”

CelebrityPress describes the book: “Between the covers of The Secret to Lifetime Financial Security, the nation’s best and brightest financial advisors show you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve. These authors will help you discover little-known ways to turn your back on Wall Street and grow and protect your hard-earned dollars, learn how to fire banks and credit card companies and become your own source of financing.”

On the day of release, The Secret to Lifetime Financial Security reached best-seller status in seven Amazon.com categories – reaching as high as #1 in the “Budget and Money Management” category. The book also reached best-seller status in the following categories: “Introduction to Investing,” “Investing,” “Personal Finance,” “Entrepreneurship,” Small Business & Entrepreneurship” and “Business & Investing.”

After such a successful release, Steven Holtz will be recognized by The National Academy of Best-Selling Authors, an organization that honors authors from many of the leading independent best-seller lists.

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When not helping clients, Steven loves spending time with his family (children pictured above), hiking, gardening and enjoying other outdoor activities.

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A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. This means a CLU® has obtained a level of life insurance expertise that exceeds general insurance and basic life insurance underwriting requirements.

A CLU® certification gives advisors:

  • In-depth knowledge of the life insurance industry underwriting process and life insurance law within the guidelines of overall risk assessment
  • The necessary knowledge to help clients and investors address their estate planning needs
  • An understanding of personal finance solutions addressing the life insurance underwriting needs of business owners and professionals

To become a CLU, participants must complete coursework and exams in life insurance and estate planning. Participating advisors are also required to have worked full-time in the industry for at least three of the last five years and follow strict ethical standards. Once completed, advisors become insurance experts with the ability to help clients make decisions regarding estate planning, wills and trusts.

The American College is the exclusive institution that graduates financial advisors to become chartered life underwriters. The certification has actually been around since the 1920s.

A Certified Financial Planner (CFP) is a type of financial advisor who possesses one of the most rigorous certifications for financial planning knowledge. CFPs must have several years of experience related to financial planning, pass the CFP exam and adhere to a strict ethical standard as set by the Certified Financial Planner Board of Standards.

CFPs, unlike some other types of financial advisors, are held to a fiduciary standard, meaning they are obligated to act in their client’s best interest.