QUALIFICATIONS
Certified Financial Planner™ Practitioner designation
Financial Services - since 1985
Business Consultant
Comptroller for PA State Treasury Department
Owner of local food beverage company - 15 years
Corporate Controller - finance
Penn State University, BA, 1960
PROFESSIONAL SPECIALTIES
Personal Financial Strategies
Allocation Strategies
Mutual funds
Variable annuities
Risk Management Strategies
Life insurance
Long term disability income insurance
Long Term Care Insurance
Retirement Plans
Estate Planning
Gifting
Revocable & Irrevocable trust analysis
Second to die insurance
Business Continuation
Buy/sell agreements
Split dollar insurance
Charitable Giving
Charitable remainder trust analysis
Wealth replacement
Quarterly Newsletter Mailings
Group Seminar Presentations
PERSONAL
Married with 3 children
Golf, Tennis, Reading
Lewis M. Herman is a Registered Representative of and offers securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill, PA 17011 (717) 763-7365.
* Licensed, not practicing on behalf of MML Investors Services, Inc.
CRN201204-133448