Hartman Steven Headshot 2

My Background

Steven R. Hartman, CLU, ChFC

As a New York Life agent, I sincerely believe most people want to do what is right: right for themselves, right for their families, and right for their communities.  In January of 1980, I signed my agent contract because I wanted the opportunity to work somewhere that made it easy for other people to do what is right.

I graduated from Fargo North High School in 1974 and then attended North Dakota State University and Moorhead State University, graduating with a B.A. in Business Finance.  I attained the Chartered Life Underwriter designation in 1984 and received the Chartered Financial Consultant designation in 1987, both from The American College of Financial Services in Bryn Mawr, Pennsylvania.

Depending on your needs, I can introduce you to ways to help protect your family's lifestyle and future as well as prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.  I also work with individuals to help them with their business and estate planning needs. I am a member of The National Association of Insurance and Financial Advisors; The Society of Financial Service Professionals and The Red River Valley Estate Planning Council.

I have qualified for New York Life's Council^ awards for 41 consecutive years, consistently ranking me within the top 3-5% of the company's nearly 12,000 Agent field force. I am also a Life and Qualifying member of the Million Dollar Round Table* and recently completed 28 years of MDRT membership.

I live in Fargo, ND, with my wife Linette and have two sons, Matthew age 29 and Tyler age 25.  In my spare time I enjoy traveling, golfing, and spending time with family and friends at our Minnesota lake cottage.

In my 42 year career with New York Life, I have found that getting to know my clients- their hopes, dreams and goals for the future- is an important first step.  It would be a pleasure to put my experience and expertise to work for you and your family.

^Awarded by New York Life Insurance Company for outstanding sales achievements.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Disclosure

Steven Hartman is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0823865), CO, FL, IA, ID, IN, KY, MD, MN, MO, MT, ND, NY, SC, SD, TX, UT, and WI. No insurance business may be conducted outside the states referenced.

Steven Hartman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 808 3rd Ave S Ste 420, Fargo, ND, 58103, 701-293-1188. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, IA, ID, IN, KY, MN, MT, ND, NM, SD, TX, UT, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Steven Hartman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AZ, CA, CO, FL, IA, ID, IN, KY, MD, MN, MT, ND, NM, SD, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.