The partnership of Dan Heil and Scott Brim began with a phone call.
Scott was looking for a new firm to join and knew Dan’s reputation for trust and sincerity. Dan was waiting to board a plane when his phone rang. A last-minute flight delay gave the two nearly an hour to talk. They discovered how their values and skills complemented each other.
Scott eventually became a partner in Asset Max, a firm that Dan has spent the past three decades building into one of Amarillo’s leading insurance agencies.
Clients of Asset Max experience knowledgeable service delivered in a caring, sincere manner. Dan and Scott listen intently to what clients want to accomplish and what concerns they have. They make sure clients understand their options by speaking in plain, everyday language. And they never pressure people into committing to a course of action or to purchase any products.
Asset Max can assist you with:
- Retirement income planning
- Life insurance
- Information on how to maximize Social Security benefits
Once you become a new client, you can expect Dan and Scott to regularly stay in touch. Their process includes a 30-day follow-up, a six-month call, and an 11-month analysis. They will review your plan annually and are available anytime you have questions.