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Terence L Horan

Terence L Horan, CLU, ChFC

President/CEO
Registered Representative

Terry Horan, President and CEO of HORAN, leads an energetic and focused team to deliver the most current and comprehensive health, wealth and life services. HORAN offers solutions to three of the challenges Americans will face for the next several decades: access to high quality affordable health care through the bridge of insurance; planning and investment guidance to build wealth for your retirement and ultimately for the next generation; and providing insurance products and services to mitigate the risk of living too long, dying too soon or becoming disabled.

Shaped by his father’s legacy of success, Terry has created an organization that manages diversified products for more than 400 companies and 200,000 individuals that call HORAN their trusted advisor.

“I watched my father help people from all walks of life realize financial security,” says Terry. “That was a great lesson for me. I learned that some individuals need more sophisticated tools than others, but everyone needs security and certitude in life.” Integrity and industry knowledge are the foundations upon which HORAN has built its reputation for delivering the highest quality products and services.

As a frequent speaker, Terry’s expertise in high-level insurance planning, estate planning and wealth accumulation educates audiences to help them strengthen their investment strategies while minimizing their risks. His involvement in the design and implementation of funding options for estate planning, business succession and key employee benefit planning are featured topics for his presentations. Terry says, “My area of expertise has always been related to helping families transition well from one generation to the next. Since 1973, I have designed and implemented sophisticated products to actualize that transition. As time has passed, the HORAN team has grown. One of my most important roles is making sure that team has the appropriate tools to live out those charges.”

Seasoned by 40 years of experience in financial services, Terry represents his clients with credentials that include being a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner.

Terry’s extensive professional network includes legal, accounting, trust and banking representatives committed to implementing the most efficient and sensible programs for clients.

Awards & Recognition

• E&Y Entrepreneur of the Year - Finalist in 2015
• Lighthouse Youth Services 2013 Beacon of Light Award Honoree
• Saint Xavier High School – 2011 Insignis Award

Affiliations

• Boy Scouts of America - Board Member
• Children’s Home - Board Member, Service Planning Committee
• Cincinnati Chamber – Advisory Committee
• United Way – Tocqueville Society Member, Chairman of the 2013 Tocqueville Campaign
• Association for Advanced Life Underwriting (AALU) - Board of Directors
• Athenaeum of Ohio - Board Member
• Saint Xavier High School – Past Chairman of the Board of Trustees
• March of Dimes, Cincinnati – Past Chairman
• Cincinnati Association of Life Underwriting – Past President
• Cincinnati Children’s Hospital Medical Center – Development Board
• Cincinnati Symphony Orchestra – Planned Giving Committee
• Cincinnati Estate Planning Council - Past President

Education

• Fairfield University - B.A. Political Science
• The American College - Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)