Zachary Fritz

Specialties

I specialize in helping individuals and small businesses with their financial plans and protecting their finances. With our great software we can provide detailed financial reports that allow clients to realize the financial impact of life events. We customize solutions to fit client needs, and help them plan for life. Life happens, were here to help.

Disability Insurance, Business Overhead Expense, Cash-​Flow protection, Life Insurance, IRA Roll-​overs, Roth IRA, Medicare Supplement, Annuities, and advanced Life Insurance cases.

History

Established in 1909.

Established in 1909, Mutual of Omaha has been providing for clients for 100+ years.

Meet the Manager

Zachary F.

Manager

Zachary Fritz, a career agent with Mutual of Omaha, specializes in wide array of financial services:

Specialties

1) Assisting small business owners in analyzing cash flow reports and the protection against over head expenses.

2) Providing small business owners with protection for their income.

3) Providing information and protection for LLC’s and Buy-​Sell arrangements.

4) Guide and provide details for individuals with questions regarding IRAs, Roth IRA’s, and rollovers.

5)Assist in planning for college expenses.

6) Protecting families liquidity while planning for future expenses.