Profile
Roman Herz
ListedIndependent Insurance Agent in Delray Beach, FL
About
About
Roman Herz is associated with Herz Financial, an independent insurance agency based in Delray Beach, Florida.
The profile facts identify him as an independent agent with an active Florida license record.
Roman Herz is associated with Herz Financial, an independent insurance agency based in Delray Beach, Florida. His listed insurance products and lines of authority include life, variable annuity, and health coverage, with services focused on individual health insurance, annuities, and term life insurance.
The profile facts identify him as an independent agent with an active Florida license record. His stated specialties include life insurance, estate planning, wealth transfer, and business planning, with client types that include high-net-worth individuals and business owners.
- Individual health insurance
- Term life insurance
- Annuities and variable annuity products
- Life insurance planning for wealth transfer and business planning contexts
Licenses
Licenses
Products
Products
Specialties
Specialties
Client fit
Client fit
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Individual health insurance | Standard | ||
| Annuities | Standard | ||
| Term life insurance | Standard | ||
Service areas
Service areas
Delray Beach, FL
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