Paul J. Haye CLU®, ChFC®, AEP® in

Paul J. Haye CLU®, ChFC®, AEP®

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Member Agent at The Nautilus Group ®
📍 Maumee, Ohio, United States

Paul Haye is the Founder and President of Heritage Planners, specializing in estate and retirement planning, business succession, and wealth management since 1981. He holds CLU®, ChFC®, and AEP® designations from the American College and is a Member Agent of The Nautilus Group®, leveraging elite resources for his clients.

Outside of work, Paul is married with three children and two grandchildren. He is passionate about racing cars and motorcycles, building hot rods, hunting, and fishing. He enjoys working outdoors and spending quality time with his grandchildren, balancing his professional life with his hands-on hobbies and family commitments.

A consistent high-achiever, Paul has been a member of New York Lifes prestigious Chairmans Council, for the top 3% of agents, for over 30 years.

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Experience
45 Years
Current Role
Member Agent
Job Level
Leadership
Location
Maumee, Ohio, United States
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares about

Estate & Business Planning
This is his primary focus as the Founder of Heritage Planners and is reinforced by his Accredited Estate Planner (AEP®) designation.
Retirement Strategies
A core part of his practice for over 35 years, focusing on helping clients define and achieve their long-term financial goals for retirement.
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Career

Work history

11-2007
Member Agent
The Nautilus Group ®
3-2004
Founder and President
Heritage Planners
3-2004
Financial Adviser
Eagle Strategies, LLC
1-1983
Registered Representative
NYLIFE Securities LLC
3-1981
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

Our Blog – Paul J. Haye, CLU®, ChFC®, AEP® (Member Agent, The Nautilus Group®). Featured in Heritage Planners Blog
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Education
Chartered Life Underwriter
American College
Education details unavailable
The University of Toledo
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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