Adam Lunardini

VP, National Relationship Manager at Delaware Life Insurance Company
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills

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Bio

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5.0

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Kregg Walisiak

Responsive, supportive and very knowledgeable of the annuity industry and more importantly what advisors need to grow their business.

John Molta

Adam is extremely knowledgeable and professional in the world of financial planning. I would recommend his advice to anyone looking to plan for the future.

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Credentials

  • Series 6
    FINRA (Financial Industry Regulatory Authority)
    Sep, 2018
    - Sep, 2024
  • Non-Resident Producer
    In Most States
    Jul, 2017
    - Sep, 2024
  • MA Life, Accident & Health
    Commonwealth of MA — Division of Insurance
    Jun, 1996
    - Sep, 2024

Experience

  • Delaware Life Insurance Company
    • United States
    • Insurance
    • 100 - 200 Employee
    • VP, National Relationship Manager
      • Dec 2013 - Present
  • NAFA (National Association for Fixed Annuities)
    • United States
    • Insurance
    • 1 - 100 Employee
    • Board Member
      • Jan 2018 - Present

      Elected to the National Trade Organization representing Fixed and Fixed Indexed Annuities primarily distributed through Independent Marketing Organizations along with Broker Dealers, Banks, Credit Unions and IARs. Elected to the National Trade Organization representing Fixed and Fixed Indexed Annuities primarily distributed through Independent Marketing Organizations along with Broker Dealers, Banks, Credit Unions and IARs.

  • Fidelity & Guaranty Life
    • United States
    • Insurance
    • 1 - 100 Employee
    • VP, National Account Manager, Annuities
      • Aug 2009 - Dec 2013
  • Sun Life Financial
    • Canada
    • Investment Banking
    • Director, National Accounts -- Annuity Sales
      • Sep 2004 - Aug 2009
  • Sun Life Financial/Keyport Life Insurance Company
    • Safe Money, Income Planning & Wealth Transfer Adviser, Private Client Group
      • Mar 2001 - Aug 2004
  • Keyport Life Insurance Company/Sun Life Financial
    • Customer Service Representative
      • Sep 1999 - Feb 2001
  • Invesco US
    • United States
    • Investment Management
    • 700 & Above Employee
    • Participant Services Representative
      • Sep 1998 - May 1999
  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • College Agent Program, Summer Intern Program
      • Jun 1996 - Aug 1998

Education

  • College of the Holy Cross
    Bachelor of Arts (B.A.), Psychology
    1994 - 1998
  • Holyoke High School
    High School
    1990 - 1994

Community

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