Alan Hauschild

About Alan Hauschild

Preparing for that next step in life isn’t always easy. My combination of experience…

Experience

1. Financial Advisor

   Heritage Financial Services

   Feb 2016 — Present

   Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I can offer a new level of attention, insight and capability.Alan joined Heritage Financial in February 2016. Alan earned the Certified Long-Term Certification (CLTC) designation in 2016 and his Certified Financial Planning (CFP) designation in 2019. He holds his Series 6, 7, 63, & 65 registrations and his Life, Long-Term Care, and Health licenses. He is a Registered Representative and Investment Advisor Representative of Cetera Financial Services. Serving the community is a cornerstone of Alan’s professional practice. Alan served on the Board of Directors of West O Chamber of Commerce and the Omaha Society of Financial Services Professionals. Alan served as President of the Omaha Senior Resource Group.Alan focuses in the following areas:• Preparing for Retirement• Estate Planning Considerations• Comprehensive Financial Planning• Wealth Distribution• Asset Preservation Strategies• 401(k) and other Retirement Strategies• Business Succession Strategies• Social Security StrategiesHeritage Financial Services 2401 South 130 Circle Omaha, NE 68144. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. Members become eligible for Court of the Table after generating three times the production requirement. Specific production requirements increase annually, and members must reapply each year.

Education

• University of Nebraska-Kearney

  Bachelor of Science, Business Adminstration

  1989 — 1993

Skills

• Marketing
• Coaching
• Disability Insurance
• Leadership
• Enterprise Software
• Employee Benefits
• Consulting
• Solution Selling
• Personnel Management
• Saas
• Sales
• Management
• Term Life Insurance
• Life Insurance
• Finance
• Sales Process
• Hris
• Salesforce.com
• Cold Calling
• B2b
• Small Business
• Outsourcing
• Strategy
• Insurance
• Small Business Financial Management
• Strategic Planning
• Human Resources
• Sales Operations
• Account Management
• Technology Integration
• Long Term Care Insurance
• Direct Sales
• Payroll
• Lead Generation
• Accounting