Trending...
- Salestrics Releases Version 2.0 to Unify CRM, Business Email, and Operations on a Single Customer Graph
- New AI Customer Segmentation Guide Warns Marketers Not to Confuse Technical Precision With Business Value
- Leeds Billboard Campaign Drives 188% Traffic Uplift as AI Enquiries Rise 266% for Loud! OOH
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.
More on The PennZone
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."
More on The PennZone
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.
More on The PennZone
- Colonial Nissan Helps Multiple Generations of the Community Find Their Next Vehicle
- ImagineX Acquires Payteros to Strengthen Digital Transformation Capabilities
- From Pizza to Playlists: Marty The Pizza Guy Delivers Three Delicious New Songs
- CAPO Supply Launches New Website Serving Western Pennsylvania and Eastern Ohio
- Meals on Wheels of the Greater Lehigh Valley Receives $15,000 PPL Foundation Grant to Expand Access
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."
More on The PennZone
- Salestrics Introduces PraiseEngine: The AI-Native Review Engine Built to Fix Social Proof
- BTAQ Unveils Easier Photo Upload Capabilities
- K2 Integrity Names Michael Kallabat Global Head of Investigations and Disputes
- WebDrafter Highlights How AI Search Is Reshaping Online Visibility
- Socialhose Eyes Southeast Asia and Rejects the Copy-Paste Expansion Playbook
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
0 Comments
Latest on The PennZone
- 91 Per Cent of Enterprises Will Increase AI Spending. Most Can't See the Cost — or the Risk!
- Harrisburg's newest restaurant, Eleve, sells out entire inventory during Grand Opening
- New ProEssentials v11: Native WinUI Charting Library, 100M Points in 15ms, Following Microsoft's Vision for True Native Swap-Chain Rendering
- New AI Customer Segmentation Guide Warns Marketers Not to Confuse Technical Precision With Business Value
- Salestrics Releases Version 2.0 to Unify CRM, Business Email, and Operations on a Single Customer Graph
- Aderra Opens in Magnolia, Texas, Offering a New Model for 62+ Homeownership
- What's New in Hokkaido, Autumn 2026
- CRG Awarded NASA SEWP VI Contracts in Categories B and C
- Heidi G. Villari of The Villari Firm, PLLC Named to Super Lawyers for the Tenth Consecutive Year
- Elevate Your Sneakers With Crep Protect Trek Laces
- Meet Privateer: Tucson's High-Tech Security Force Built With Paramilitary Precision
- Dynamic Dachshund Dog Goes Global: Remember Point Launches a New Bilingual Children's Book
- DARPA Selects NRx Pharmaceuticals Defense Subsidiary for Contract Negotiations on FDA-Authorized SPARC-TMS Clinical Trial Advancing Mental Health Care
- From the Racetrack to the Boardroom: Aston Martin and Aramco Formula One Partnership Accelerates Circle8 Group: (N A S D A Q: CIRC)
- SKRAP Finds Hope Through Heartache on Powerful New Single "Shellshock"
- CodesClue: A Trusted AI-Based Software Development Company for Global Businesses
- U.N. Committee Reiterates Forced Psychiatric Detention a Human Rights Violation; CCHR Calls on the U.S. to Implement Protections
- Valgar LLC Launches The Briefing Room: Education Leaders
- New Novel WINCE Takes Unflinching Aim at American Gun Culture and Masculinity
- New Research Puts the Cost of Enterprise Decision Delay at $630 Billion a Year Across the Global 2000


