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Dalton Heim
Financial Advisor, Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(402) 973-7518(402) 973-7518
Dalton HeimFinancial Advisor, Bankers Life Advisory Services, Inc., Omaha, NE
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Meet Dalton Heim
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing
solutions and options that are in my clients best interest.
licensed in
IA, NE
professional background
Joined Bankers Life in 2020Became a Financial Representative in 2018Began work in the Insurance Industry in 2018Education: Bachelors Degree - Business Management from University of Lincoln Nebraska - 2016
personal background
Family: Enjoy seeing my parents, brother, sister, nieces and nephews Sunday for family dinner.
Dalton Heim, Bankers Life Agent and Bankers Life Securities Financial Representative in Omaha, NE
8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 10:00 AM - 4:00 PMClosed Today
Contact Me
Office Phone:
(402) 493-4330(402) 493-4330
Direct Phone:
(402) 973-7518(402) 973-7518
Cell Phone:
(402) 525-3728(402) 525-3728
Branch Info
12020 Shamrock Plaza
Suite 115
Omaha, NE 68154
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:30 PM |
| Tuesday | 8:00 AM - 5:30 PM |
| Wednesday | 8:00 AM - 5:30 PM |
| Thursday | 8:00 AM - 5:30 PM |
| Friday | 8:00 AM - 5:30 PM |
| Saturday | 10:00 AM - 4:00 PM |
| Sunday | Closed |
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Products & Services Offered in Omaha, NE
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Dalton Heim
5.0
Rating 5.0
(3 Reviews)- October 7, 20255.0 out of 5.0Rating 5.0Both Dalton and Matt where pleasant and knowledgeable on the products. Dalton was very happy to answer all of our questions.
- March 18, 20255.0 out of 5.0Rating 5.0We are very satisfied with our experience with Dalton Heim. His professionalism, knowledge and personal attention to detail are very important to us when we have never dealt with a financial advisor before. He has made our transition from being long term employees for both of us, to full time retirement, an easy process. He has stayed on top of everything to see us through this transition. We are very grateful to have him work with us.
- March 6, 20245.0 out of 5.0Rating 5.0Dalton explained everything - was very patient with me and answered all my questions.
Displaying reviews 1 - 1 out of the 3 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Dalton
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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