Join Our Upcoming Webinar: SENSE-ational Client Service

Make sure to join Life Happens on Thursday, December 17th at 2:00pm E for our SENSE-ational Client Service: Connecting With Clients and Prospects Using the Five Senses Webinar featuring financial services professional, Bryon Holz. This webinar covers how utilizing the the five senses can help you better connect with clients or prospects and can help strengthen communication and relationships.
Register for the Webinar
Can’t attend this webinar? Sign up anyway and we’ll send you a recording once it’s complete.
Founding his practice in 1983, Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, provides investments and insurance to successful individuals and business owners throughout the Southeast. Bryon Holz and Associates specialize in wealth accumulation, retirement income, asset preservation, and legacy planning strategies. Their firm’s approach to financial services is based on the principle that the customer’s needs should always come first.

He has served on several professional association boards including as president of both the Tampa Bay and Florida chapters of the National Association of Insurance and Financial Advisors (NAIFA), and as incoming National Secretary. Bryon has also earned life membership in the prestigious Million Dollar Round Table (MDRT*), both NAIFA Tampa Bay and Florida’s highest recognition awards. Holz is a graduate of Leadership Brandon and NAIFA’s prestigious Leadership in Life Institute (LILI), twice serving as a moderator, and regularly speaks to audiences around the country.