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Mr. Hartman has worked a combined 31 years in the financial services industry – 15 years in sales and 16 years in management. His strategy for success is his ‘needs based’ approach to business and family planning - he thoroughly analyzes and addresses clients' insurance and financial needs, and stays in contact with prospects and clients as those needs change in an effort to reach their goal of protecting their families and businesses, and achieving financial security.

He specializes in insurance planning, business planning, and retirement planning and money management for both individuals and small businesses.


From 1987 to 2008 Mr. Hartman was an Agency Sales Director at MetLife, located in Tarrytown, NY, an insurance and financial services office. As an Agency Director he was hired to recruit, train and develop an elite sales team. Under Mr. Hartman’s direction his team became one of the leading sales teams in the company. He has spoken at Multiple Management Leaders conferences.

Prior to his years at MetLife, Mr. Hartman was a lead Sales Representative with Empire Blue Cross/Blue Shield, the leader in providing health insurance coverage to customers in New York State and nationwide accounts, serving 5 million members and over 38,000 employer accounts.
He is a past president (2004-2005) of NAIFA – Westchester, a not-for-profit trade association representing the interests of all Life, Health & Multi-Line Insurance Agents and Financial Service Professionals in Westchester & Rockland Counties.

Other affiliations include:
General Agents and Managers Association, Member
Westchester County Bar Association, Associate member
NYS Society of Independent Accountants, Associate member
Westchester Business ConnectionConfluence (Insured Professionals & Insurance Recruiters)
Senior Market Advisor
The Keith B. Hayes Foundation
Independent Life and Health Insurance Agents
Global Insurance NetworkSociety of Financial Service Professionals

Mr. Hartman is also Founder of ‘hatsoff2you’ – an organization that sends sports team caps/hats with personal notes to troops in Iraq and Afghanistan. To date, 1,300 hats have been sent. Please contact Mr. Hartman if you would like to send a cap with a personal note to members of the armed forces serving overseas.

Those that have worked with Mr. Hartman refer to his ‘passion for the business’, integrity and solid work ethic as keys to his success. He is a ‘team leader and team player’ and his honesty and reliability have contributed to his favorable industry reputation.

Mr. Hartman holds a bachelor’s degree in Marketing and Computer Science from State University of New York at New Paltz.

http://www.strat4wealth.com/