Heintz Wealth Now Provides Life Insurance and Annuity Solutions
As a fiduciary, we are committed to helping you find solutions that are best suited to you and your financial goals. To better serve you, Heintz Wealth Management recently joined with DPL Financial Partners, an insurance network that offers low-cost, commission-free insurance from some of the country’s leading insurance companies. As a client of Heintz Wealth, you now have access to a range of value-focused annuities and life insurance products, as well as experienced, licensed product professionals through DPL.
Here’s why this is important for you – for many years “no-load” investment products (products that don’t pay sales commissions) have been available for me to include in your investment portfolio, however, insurance products have generally remained commission-based.
Commissions are problematic for a couple of reasons:
- They drive up product prices and reduce benefits
- Commissions create a conflict of interest between the insurance sales person (who gets paid a commission on each sale) and the client (you)
Now, in addition to reviewing these policies, we can provide low-cost, commission-free insurance products to you that deliver important benefits when used appropriately in a holistic financial plan, including:
- Guaranteed lifetime income*
- Principal protection from market downturns
- Life insurance
- Tax deferral
- Legacy planning
Contact me or set up a time to visit to discuss your specific situation and learn more about how we can deliver commission-free insurance solutions as part of your financial planning.
*Guarantees are based on the claims-paying ability of the issuer.