High Net Worth Herz Financial targets high net worth individuals, business owners, executives and entrepreneurs, offering estate planning, life insurance, investment advisory and corporate benefits. With access to a broad network of carriers as an independent broker, the firm can tailor bespoke coverage and pricing that competes with larger firms.

Independent Carrier As an independent brokerage partnered with more than 30 top insurers, Herz can design highly customized group and individual risk programs, making it an attractive option for mid-market employers seeking flexible benefits, executive programs and buy-sell arrangements.

Corporate Benefits The focus on corporate benefits and executive planning provides a clear path to HR leaders and business owners for sophisticated benefit strategies, risk transfer, and wealth protection, including multi-carrier RFP responses and ongoing program management.

Tax Partnering Herz works with professional tax advisors, attorneys, accountants and trust officers to craft sophisticated life insurance strategies, creating a natural channel for bundled estate planning services and referrals from trusted professionals.

Local Boutique With a 40-year presence in Hartford and a convenient West Hartford location, Herz offers a local boutique experience that can win high-net-worth clients through targeted events, seminars, and partnerships with local professionals.