Lorrie Baldevia Email & Phone Number

Financial services executive with in-depth experience in benefit and insurance consulting for businesses and high net worth individuals. Specialized in executive benefit consulting to help recruit, reward, and retain key employees. Versed in sophisticated life insurance strategies for investment purposes and to fund estate tax liabilities and wealth/business transfer. Investment and retirement planning background. Strong in operations and project management in addition to consulting expertise indicated above.Specialties: Executive Benefit Strategies including: Nonqualified Plans, 401k Mirror Plans, Long Term Incentive Plans, Deferred Compensation Plans, Executive Profit Sharing Plans, Supplemental Executive Retirement Plans, Executive Life, Disability & Long Term Care, Trust Owned Life Insurance, Corporate Owned Life Insurance, Wealth Transfer, Estate Planning Strategies, Key Person Coverage, Retirement Plan Consulting. Lorrie is also a known philanthropist and staunch advocate for programs that support women and children in underserved communities. She has developed multiple programs through her community board work that has made a significant impact in the community. Lorrie co-founded EnVision, a youth development program that provides unique field trips in the areas of Science, Technology, Engineering & Math. Additionally, she founded the "GM Dinner for Great Mom's," an annual mothers day event for homeless, low -income or disadvantaged mothers who don't have family members or a support group to honor them on this holiday. Lorrie has launched many fundraising campaigns and has raised millions of dollars to help impact low-income families in King County. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. AssuredPartners is independently owned and operated. CA Insurance License #0I62551; AR Insurance License #5768386. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Retirement Planning, Deferred Compensation, Investments, Life Insurance, and 19 others.