Delivering Superior Outcomes for Agents and Their Clients

Himmelstein Financial:

  • Puts your client first
  • Does the right thing every time
  • Delivers exceptional service
  • Fights for the best outcome possible

Life Insurance – we have access to over 20 carriers. We match each client’s unique needs with products and underwriting offers to get the best outcome for your client.

Proactive Underwriting Program – Our unique underwriting expertise aligns a client’s impairment(s) with the most appropriate carriers. We don’t shop a case per se. We deeply understand the client’s health and financial situation first and then get the case to the carriers that our experience tells us will do the best job. When your client’s file shows up at the carrier it is taken seriously – and we get results.

Linked Benefit Long Term Care – With access to dozens of carriers we help agents optimize client assets to solve multiple needs in retirement.


Our Partners