Larry Hershman

Larry Hershman

Financial Services Representative

Coastal Wealth Management Group- Fort Myers
9530 Marketplace Road, Suite #108
Fort Myers, FL 33912

Phone: (239)896-1104
Fax: (239)896-1141
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Securities (including stocks, bonds and real estate investment trusts)
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 QUALIFICATIONS

  • 2 Time President’s Recognition Award for Advanced Financial Planning
  • 1 Time Leaders Conference Qualifier
  • 11 Years in the Financial Services Industry
  • Chartered Retirement Planning Counselor designation
  • Licenses: Series 7, 63, 65, 24, 53 and Life Insurance, Health Insurance, Variable Annuities in FL, MI, PA.

PERSONAL

  • 8 year resident of Cape Coral
  • Hobbies: Golf, Watersports, Softball, Bowling

 ORGANIZATIONS

  • Member of NAIFA
  • Member of Cape Coral Chamber of Commerce

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC), New York, NY 10166. Securities products and investment advisory services offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), a registered investment adviser. EGA, MLIC & MSI are MetLife companies.

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