Al Lorenzi, Cepa

Al Lorenzi, Cepa Email and Phone Number

Principal at The LRM Group, LLC & Underwriters Brokerage @ The LRM Group, LLC
Al Lorenzi, Cepa's Location
Pittsburgh, Pennsylvania, United States, United States
Al Lorenzi, Cepa's Contact Details

Al Lorenzi, Cepa personal email

n/a

Al Lorenzi, Cepa phone numbers

About Al Lorenzi, Cepa

Al is an independent insurance and advanced markets consultant focusing primarily on life, disability, and long-term care insurance analysis. His emphasis lies in plan design, consultation and presentation for a broad range of financial professionals, trust companies, tax and legal counsel. Al specializes in partnering with RIAs and wealth advisors to deliver an objective, unbiased consulting process to assist in the areas of estate, business and charitable planning. He does extensive work in reviewing/analyzing existing insurance policies.Variable life insurance offered through The Leaders Group, Inc. Member FINRA/SIPC

Al Lorenzi, Cepa's Current Company Details
The LRM Group, LLC

The Lrm Group, Llc

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Principal at The LRM Group, LLC & Underwriters Brokerage
Al Lorenzi, Cepa Work Experience Details
  • The Lrm Group, Llc
    Principal And Co-Founder
    The Lrm Group, Llc Oct 2017 - Present
    Pittsburgh, Pennsylvania, Us
    The LRM Group, LLC is an independent insurance consulting firm that works exclusively with fee-based and fee-only advisors. We exist to support the evolution of the RIA model in designing insurance-based estate, business and wealth protection strategies on behalf of financial advisors. We provide unbiased professional service, advice and counsel to help RIAs and their clients protect what matters most to them.
    View
  • Underwriters Brokerage Service
    Senior Vice President
    Underwriters Brokerage Service Dec 2005 - Present
    Pittsburgh, Pennsylvania, Us
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2001 - Dec 2005
    Milwaukee, Wi, Us
    View

Al Lorenzi, Cepa Skills

Insurance Investments Financial Planning Estate Planning Leadership Asset Allocation Wealth Management Buy Sell Agreements Executive Benefit Strategies Gifting Strategies Business Planning Retirement Planning Life Insurance Disability Insurance Long Term Care Insurance Wealth Transfer Management Customer Service Strategic Planning

Al Lorenzi, Cepa Education Details

  • Robert Morris University
    Robert Morris University
    Bachelor'S Degree
  • South Park High School
    South Park High School

Frequently Asked Questions about Al Lorenzi, Cepa

What company does Al Lorenzi, Cepa work for?

Al Lorenzi, Cepa works for The Lrm Group, Llc

What is Al Lorenzi, Cepa's role at the current company?

Al Lorenzi, Cepa's current role is Principal at The LRM Group, LLC & Underwriters Brokerage.

What is Al Lorenzi, Cepa's email address?

Al Lorenzi, Cepa's email address is al****@****net.com

What is Al Lorenzi, Cepa's direct phone number?

Al Lorenzi, Cepa's direct phone number is (412)-281*****

What schools did Al Lorenzi, Cepa attend?

Al Lorenzi, Cepa attended Robert Morris University, South Park High School.

What skills is Al Lorenzi, Cepa known for?

Al Lorenzi, Cepa has skills like Insurance, Investments, Financial Planning, Estate Planning, Leadership, Asset Allocation, Wealth Management, Buy Sell Agreements, Executive Benefit Strategies, Gifting Strategies, Business Planning, Retirement Planning.

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