Lorenzo Marini

Senior Financial Strategist at ARI Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • Italian Professional working proficiency
  • English Native or bilingual proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Florida Department of Financial Services
    Oct, 2021
    - Nov, 2024

Experience

  • ARI Financial Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Financial Strategist
      • Mar 2022 - Present

      As a Senior Financial Strategist in the Premium Finance market, I collaborate with various teams within the company to provide ultra high net worth clients with tailored life insurance policies that meet their unique needs and risk tolerance. I analyze policy features and incorporate data into proprietary models to conduct a shortfall analysis that takes into account interest rate projections and financing options. I work closely with the inforce, advanced planning, and underwriting teams to… Show more As a Senior Financial Strategist in the Premium Finance market, I collaborate with various teams within the company to provide ultra high net worth clients with tailored life insurance policies that meet their unique needs and risk tolerance. I analyze policy features and incorporate data into proprietary models to conduct a shortfall analysis that takes into account interest rate projections and financing options. I work closely with the inforce, advanced planning, and underwriting teams to onboard clients and collaborate with the case manager to handle relationships with the bank. I maintain ongoing client relationships and meet through Zoom or fly to meet them in person at least twice a year to review portfolio performance and premium finance loans.

    • Advance Planning Manager
      • Oct 2018 - May 2022

      In the Advanced Planning Team, I work side by side with a team of extremely experienced professionals in the life insurance industry to design a tailored financial planning strategy for our clients' portfolios.

  • IEEE Communications Society
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Board Chair
      • Feb 2016 - Dec 2017

      Founding member and Chair (president) of the IEEE Communication Society Student Chapter at UNITEC (Universidad Tecnologica Centroamericana) Founding member and Chair (president) of the IEEE Communication Society Student Chapter at UNITEC (Universidad Tecnologica Centroamericana)

  • Dowal School
    • Tegucigalpa, Honduras
    • Junior IT Specialist Intern
      • Mar 2017 - Aug 2017

Education

  • The American College of Financial Services
    Chartered Financial Consultant, ChFC®
    2020 - 2022
  • The American College of Financial Services
    Chartered Life Underwriter, CLU®
    2020 - 2022
  • UNITEC Honduras
    Bachelor of Engineering - BE, Telecommunications Engineering

Community

You need to have a working account to view this content. Click here to join now