Broker Check

Insurance Partners

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.  Terry Hollar has the option to work with four different custodians:  Fidelity, Schwab, TD Ameritrade, and Pershing, ensuring that you receive the absolute best advice and guidance for your unique situation.  As part of his commitment to you, Terry Hollar is also able to do business with the following insurance companies:

  • Acacia
  • Allianz Life and Annuity
  • American National Insurance Company
  • Americo Annuity Legacy Series
  • Ameritas
  • ANNEXUS
  • *Assurity Life Insurance
  • ATHENE Insurance and Annuities
  • AXA / Equitable Life Insurance Company
  • Bankers Life Insurance Company
  • Brighthouse Life Insurance Company
  • Colorado Bankers Life Insurance Company
  • EquiTrust Annuity
  • Fidelity & Guaranty Life
  • Gerber
  • Gleaner Life Insurance Society
  • Global Atlantic Annuity
  • Jackson National
  • Jefferson National
  • John Hancock
  • Lincoln National Life
  • Lincoln Benefit Life (LBL)
  • Mass Mutual
  • MetLife Insurance
  • Mutual of Omaha
  • National Guardian Life Insurance Company
  • Nationwide Insurance
  • Oceanview Annuity
  • Pacific Life
  • Pharmacists Life Insurance Company
  • Principal National Life
  • Protective Life Insurance
  • Prudential
  • Reliance Standard
  • Reliastar
  • SILAC Insurance Company
  • Sagicor Life Insurance Company
  • Savings Bank Life Insurance Company
  • Security Life of Denver (Voya)
  • Sentinel Security Life
  • The Standard
  • Transamerica Life Insurance Company
  • Voya Financial
  • Union Central

 

A financial plan must reflect the sate of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan, please feel free to contact me. We will set up a time to meet to review your needs and address any questions you may have.