Peace of Mind for the Future
Insurance is never a fun subject, but it is one of the easiest and most important ways to take care of your family. We want to help you take care of your family financially, when unforeseen events or circumstances interrupt your day-to-day life. Our HPA representatives can assist you with your insurance questions and are ready to review your personal situation.
- Am I adequately covered, or could I benefit from an insurance audit?
- Is this a worry that I want to leave to a family member possibly in crisis?
- If I take this step, how will it impact my financial obligations?
There are a variety of insurance options available including life insurance, long-term care insurance and disability insurance. Our HPA representatives can assist you with finding a product that answers the above questions and hopefully any others you encounter as you plan for the unknown future.
We offer access to:
To speak with a Heartland Planning Associates representative, click here or visit any one of our local branches to schedule a free financial review.
Securities and Investment Advisory Services are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. Heartland Planning Associates is a trade name of Heartland Bank. Heartland Bank and Heartland Planning Associates are not a registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Heartland Bank deposits and are not FDIC insured. These products are not obligations of Heartland Bank and are not endorsed, recommended or guaranteed by Heartland Bank or any other government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following state: Ohio. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.