Holtz Insurance

At Holtz Insurance Services, we pride ourselves on providing expert guidance and innovative solutions to protect the health and financial well-being of our clients. With over 35 years of experience, our team of professionals has helped small to mid-sized employers save money on a wide range of health and welfare benefits, including health, life, dental, and vision coverages.

Our Story

Founded by Steven Holtz, a best-selling author and renowned insurance expert, Holtz Insurance Services is a full-service insurance brokerage located in Los Angeles, California. Steven's expertise is rooted in his extensive background in employee benefits, group health plans, and individual insurance. As an authorized financial professional for Bank On Yourself, a revolutionary wealth-building strategy, Steven has developed a deep understanding of the insurance industry and its complexities.

Services

We offer a comprehensive range of services to cater to the diverse needs of our clients. Our expertise includes:

Employee Benefits

• Traditional and non-traditional group health plans
• Group life, dental, and vision insurance
• Wellness plans and key person benefits
• Group retirement plans
• HR consulting and HR admin & compliance (ERISA, COBRA, etc.)

Individual Insurance

• Health, life, disability, LTC, dental, vision, and Medicare supplement insurance
• Online benefits manager and healthcare reform assistance
• Individual insurance quotes and expert guidance

Wealth Building and Retirement

• Bank On Yourself (wealth for retirement, business, and college funding)
• Life insurance and living benefits annuities
• 401(k) and IRA rollovers
• Maximizing retirement income and tax-free income in retirement
• College planning and funding strategies

Industry Expertise

As an independent insurance firm, we work with top carriers, including Kaiser Permanente, UnitedHealthcare, IHC Healthnet, Cigna, Blue Cross of California, and Anthem. Our team is comprised of licensed professionals with a combined 65 years of experience in the insurance industry.

Why Choose Us?

• Experienced and credentialed professionals with extensive expertise in employee benefits and insurance
• Unbiased and independent, allowing us to work with multiple carriers to find the best solutions for our clients
• Caring and dedicated to providing personalized service and guidance
• Advanced technology and innovative solutions to meet the evolving needs of our clients