Trending...
- Her Song Lives On: Remembering Mrs. Darlene Davis Porter
- Wings Air Helicopters Selected to Support VIP Transportation for Resorts World in New York
- L2 Aviation Welcomes Jason Marshall as Vice President of Sales and Business Development
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
- Bank Statement Loans Up to $30 Million: Lendmire Announces High-Net-Worth Financing
- NYC Big Book Award Celebrates 10th Anniversary with Announcement of 2026 Winners
- Birch Run Psychological Services Launches Updated Online Therapy Website
- Perfexion Inc. Recognized in the Philadelphia Business Journal's 2026 Branding, Marketing and Media Services List
- Regional Magazines Shine at IRMA Awards
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
- Matt Zavala of Zavala Law, PC Selected to the 2027 Super Lawyers List
- Sawgrass Ford President Attributes Dealerships Success to Long-Term Employees
- New Children's Book "Frolly Found a Dolly in the Park" Celebrates Empathy and the Joy of Help
- Ragin' Cajun Announces New Cheeseburger Seasoning on National Cheeseburger Day
- Warrant Activity, AVERSA™ Progress and a Potentially Transformative Fall Take Center Stage: Nutriband Inc. (N A S D A Q: NTRB)
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
- Lee Gunn IV Shares Lessons From 40 Years in the Courtroom on PodNumbra Podcast
- [New Book] "Historic Maps of Philadelphia" Available Now!
- Michael H. Kaplan Recognized for 17 Years on PHPA Workers' Compensation Panel and Advocacy for Professional Athletes
- International Society of Medical AI Convenes Global Faculty in Florence for ISMAI 2026
- Boston Industrial Solutions Introduces Personalized Printing Training
- Century Fasteners de Mexico Exhibiting at the 2026 Automotive & Aerospace Nearshoring Summit
- Retell AI White Label Platform for Agencies Launched by VoiceAIWrapper, With Branded Client Portals and No Per-Minute Markup
- FOCUS Names Mark Phillips Senior Vice President of Business Development
- Notaron Expands Online Notarization Access Following Wisconsin Approval
- Wings Air Helicopters Selected to Support VIP Transportation for Resorts World in New York
- Scoop Social Co. Brings Its Signature Mobile Dessert Experience to Houston This October
- The Social Capital Revolution Comes to Phoenix!
- Lawsuit Alleges American Deli Food Caused Severe Illness, Acute Kidney Failure, And Eight-day Hospitalization
- FBI/DoW plot uncovered to hurt Trump/Vance through encouraged "widespread" cybersecurity breaches and racketeering theft of $80m in USDA payments
- Bettingbladet releases H1 2026 report on the Swedish online gambling market
- Garage door installation or repair in Minnesota? Which makes more sense for your family?
- SMACK Fight Week Takes Over Philadelphia
- Super Rooter Expands to 190 Plumbing, Sewer, and Drain Service Locations Across the United States
- European Patent for ALS Program Expands the Story: HOPE Deploys Robotic TMS & FDA Commercialization Path Advances: NRx Pharmaceuticals: NAS DAQ: NRXP
- VICTURY Sports Announces Formation of Youth Sports League Built on the Official, Patented, and Award-Winning Keepy Uppy® Ball


