Mastering the Complex.
Communicating It Clearly.
The Herman Agency provides the technical expertise and critical thinking to support clients and their advisors in the analysis, structuring, and implementation of new and existing life, disability and long-term care insurance portfolios. Our command of tax, estate and business concepts and how to optimally integrate this planning with insurance portfolios distinguishes our firm and grants us access to a discriminating clientele. Most importantly, we communicate issues and solutions with clarity and simplicity that is informed by years of experience.
