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Lori Denison, Clu, Chfc, Cap, Aep profile image

Lori Denison, Clu, Chfc, Cap, Aep

Vice President, Estate Planning & Administration at The Hebets Company
Intro Book
Seasoned financial advisor delivering estate planning and life insurance solutions.
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Location
Jupiter, Florida, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Estate Planning
  • Life Insurance
  • Insurance
  • Retirement Planning
  • Wealth
  • Show all
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Bio

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Lori Denison is a seasoned financial professional with 30+ years of experience in estate planning, life insurance, and financial advisory services. She has held various leadership positions, including Vice President at The Hebets Company and Founder at Life Blueprints, LLC. Lori is a licensed CLU, ChFC, CAP, and AEP.

Experience

  • The Hebets Company
    • Phoenix, Arizona, United States
    • Vice President, Estate Planning & Administration
      • Jul 2021 - Present
      • Phoenix, Arizona, United States

  • Life Blueprints, LLC
    • Jupiter, Florida, United States
    • Founder and Life Insurance Advisor
      • Jan 2012 - Present
      • Jupiter, Florida, United States

  • NFP Partners Financial
    • Austin, Texas Area
    • AVP Business Development - Partners Financial
      • Jan 2016 - Nov 2020
      • Austin, Texas Area

      Partners Financial is a national network of independent insurance and financial services firms, affording: * Preferred access to (and leverage with) the industry's leading insurance carriers* Shared intellectual capital among the industry's most highly qualified professionals* Game-changing technology to streamline operations* Sales ideas, advanced case design, strategic underwriting support and product intelligence* Comprehensive staff training and networking to improve firm efficiency and best practices

  • Adcock Financial Group
    • Tampa/St. Petersburg, Florida Area
    • Principal
      • Jun 2014 - Dec 2015
      • Tampa/St. Petersburg, Florida Area

  • Flah & Company
    • West Palm Beach, Florida Area
    • Principal
      • Apr 1994 - Dec 2011
      • West Palm Beach, Florida Area

  • Connecticut Mutual Life / Mass Mutual Life
    • Miami, FL
    • Brokerage Director / Advanced Case Design
      • Jan 1983 - Jun 1994
      • Miami, FL

      Provided advanced case design and sales support to independent brokers and career agents.

  • Connecticut Mutual Life
    • Hartford, Connecticut Area
    • Manager
      • Jan 1979 - Jan 1983
      • Hartford, Connecticut Area

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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