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Carl Muehlemeyer, COO of Aegis Financial, and Heather Schreiber RICP®, CEO of HLS Retirement Consulting LLC, announce a marketing partnership. Aegis Financial, long one of the most admired insurance marketing firm in America, and highly respected HLS Consulting will work jointly to provide agents with the most up to date information about Individual Retirement Plans (IRA) and other Qualified Plans to ensure that those who partner with Aegis receive the most timely and accurate information.
DENVER - PennZone -- With, a specific focus on maximizing Social Security benefits as part of the overall retirement income strategy, HLS Retirement Consulting and Aegis Financial are excited to offer this type of fully bundled approach to the financial professionals who work with Aegis Financial.
Heather Schreiber RICP® focuses on a holistic approach to retirement income planning, carefully considering every option available for her clients and advisors. In the financial services industry for 25 years, she has always based her recommendations upon three core principles: integrity, compassion, and commitment for both the financial professionals she helps and the clients they serve.
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Heather's breadth of knowledge extends far beyond IRA and Social Security planning; her expertise includes retirement income distribution strategies, charitable giving, the ins and outs of non-qualified annuities, multi-generational planning, tax mitigation techniques, and IRS reporting issues. Heather is so highly regarded as an expert in her industry that nationally renowned IRA Expert, Ed Slott, invited her to speak, on the topic of Social Security at his "Ed Slott's Elite IRA Advisor Group" meeting and she has been a frequent contributor to his IRA Advisor Newsletter. Heather has been quoted in several financial publications and in USA Today and continues to be recognized as an industry thought leader.
After announcing the new marketing partnership, Heather commented. "My role is to be the person behind the curtain for Aegis Financial in terms of keeping their advisors abreast of tax law changes, rules, and regulations and helping them bring exceptional value to their clients. I absolutely love Aegis Financial, their people, and their terrific organization."
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Aegis Financial, based in the Denver area, is considered the finest boutique insurance marketing firm in America. Mr. Muehlemeyer said "the marketing relationship with Heather (HLS Retirement Consulting) allows us to offer agents direct and immediate access to complicated tax and retirement information. We are thrilled to be associated with HLS."
For more information regarding Aegis Financial: www.aegisfinancial.com
Heather Schreiber RICP® focuses on a holistic approach to retirement income planning, carefully considering every option available for her clients and advisors. In the financial services industry for 25 years, she has always based her recommendations upon three core principles: integrity, compassion, and commitment for both the financial professionals she helps and the clients they serve.
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Heather's breadth of knowledge extends far beyond IRA and Social Security planning; her expertise includes retirement income distribution strategies, charitable giving, the ins and outs of non-qualified annuities, multi-generational planning, tax mitigation techniques, and IRS reporting issues. Heather is so highly regarded as an expert in her industry that nationally renowned IRA Expert, Ed Slott, invited her to speak, on the topic of Social Security at his "Ed Slott's Elite IRA Advisor Group" meeting and she has been a frequent contributor to his IRA Advisor Newsletter. Heather has been quoted in several financial publications and in USA Today and continues to be recognized as an industry thought leader.
After announcing the new marketing partnership, Heather commented. "My role is to be the person behind the curtain for Aegis Financial in terms of keeping their advisors abreast of tax law changes, rules, and regulations and helping them bring exceptional value to their clients. I absolutely love Aegis Financial, their people, and their terrific organization."
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Aegis Financial, based in the Denver area, is considered the finest boutique insurance marketing firm in America. Mr. Muehlemeyer said "the marketing relationship with Heather (HLS Retirement Consulting) allows us to offer agents direct and immediate access to complicated tax and retirement information. We are thrilled to be associated with HLS."
For more information regarding Aegis Financial: www.aegisfinancial.com
Source: Aegis Financial
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