Life & Disability Insurance

“Working with HERO helped me become worry-free about my family's future. When it came time to expand my family's insurance coverage, HERO advisors evaluated our assets and helped us plan the perfect policies that fit our lifestyle.”

— Dr. Jason B.

Business & Group Planning

“HERO laid the groundwork for my business to meet the needs of every one of my employees with a quality benefits program and retention strategies. As a result, my employees know they are valued. With HERO, I know I'm getting the most out of what I put into the benefits program and my business.”

— Shelly

Annuities

I was able to grow my income quickly utilizing stocks with a Variable Annuity and crucial advice from HERO experts. Thank you HERO!

— Suzie & Fej

Long-Term Care

“I found HERO while looking for help related to my mom's declining health due to her age. They worked with us to find the best value and comprehensive services for her care. HERO concierge care coordination services made a huge impact on the kind of professional expertise and care we were able to deliver for my mother.”

— Mike & Anne

Trust, Estate, & Tax Efficient Retirement Income

“HERO rescued my financial state and set me up with a strong portfolio that covered even my most complex assets. In addition, the Estate Tax Liquidity plan I had on my coverage recently helped protect my estate from liquidation after an unexpected event. My assets and future are more secure than ever after working with HERO.”

— George