Who We Are | Del Mar Group
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Hal Schwartz founded Del Mar Group, Inc. in 1993 after nearly twenty years in the financial services industry. He excelled as both an innovator and developer of many programs that are industry standards today. His career began as a life insurance agent with New York Life where he quickly established himself as a leader in earning the company’s Rookie of the Year award. He specialized in working with both individuals and businesses using life insurance not just in its traditional role of providing security for untimely deaths, but set a trend by using life insurance as a wealth accumulation tool because of the unique tax laws that pertain to life insurance. In 1982 after running his own insurance agency, Schwartz joined EF Hutton & Company in order to expand the products and services he could offer his client base. Later that year EF Hutton shook up the insurance industry by introducing the first investment based life insurance policy, Universal Life.  This gave Hal the tool he needed to transition life insurance into an accumulation based asset that also provided the security of traditional insurance.

Until Hutton was purchased by Shearson Lehman Brothers in 1988, Schwartz traveled the country training others on this original, exciting application for life insurance. He conducted more than 500 public seminars showing individuals and business men and women how to use Universal Life to supplement their retirement plans. In 1988, Shearson Lehman promoted him to First Vice President and National Product Director where he continued his innovative programs that by then were becoming industry standards. He continued growing the business and practice of using Universal Life through seminars that numbered almost 200 per year. In 1993 Hal, like many entrepreneurs, decided it was time to showcase his concepts and knowledge of financial services directly to clients and founded Del Mar Group, Inc.
 
Today Hal runs Del Mar Group based on ideas and techniques that have been tested over many decades. He has clients nationwide and still maintains an active speaking schedule, not just to industry groups, but for clients and prospects across the U.S.

Whether it is one of his innovative insurance programs, a client's first IRA contribution or one of the hundreds of managed accounts, every client is served equally. In a time when other advisors or companies are limiting themselves to clients with minimum asset bases, Hal continues to provide service and expertise to all regardless of the size of their assets. Over the years he has developed certain principles that guide him and the company.  Hal resides in Colorado with his family. He holds all appropriate licenses, is a member of multiple industry trade groups and continues aggressive philanthropic endeavors.

  • Mr. Schwartz currently holds a Series 1, Series 24, Series 6, Series 7, Series 63, and Series 66 and is a Registered Representative of The Leaders Group, Inc.
  • He is an Investment Advisor Representative of TLG Advisors, Inc.
  • Member Million Dollar Round Tables Top of the Table, 2005, 2006, 2007
  • Fidelity Investments Advisor Council 2003-2008
  • New Jersey Life Underwriter of the Year 1978
  • Active with many charitable organizations including Muscular Dystrophy Association and Special Olympics
  • Bachelor of Science Degree from the State University of New York at New Paltz, 1971

 

“The Group” -- Over the years Del Mar Group has developed strategic partnerships with industry professionals who possess like-minded strategies and dedication to customer service. It is not uncommon for the Del Mar Team and these strategic partners to refer each other to clients with specific needs. Many of the Del Mar Group’s investment clients are indeed referrals from these other professionals who understand the value of introducing Del Mar Group to their clients. Referrals do work both ways and we refer many clients to these partners who specialize in niche investment areas.