Jean Lorenz is a Senior Client Manager in the Life division at Oswald Companies. With over 20 years of industry experience, she specializes in life, disability, and long-term care insurance solutions for high-net-worth individuals and business owners. She is a graduate of Cleveland State University.
Jean Lorenz
Senior Client Manager, Life at Oswald Companies
Cleveland, Ohio, United States
Overview
Topics They Care About
Life Insurance Strategy
Her extensive career is dedicated to providing strategic life insurance solutions, particularly for affluent clients and business succession planning.
Wealth Preservation
Works directly with high-net-worth individuals, a role that inherently focuses on strategies for wealth preservation and transfer.
Client Relationship Management
As a Senior Client Manager with two decades of experience, fostering strong, long-term client relationships is central to her professional focus.
Media Appearances
Jean has no verified media appearances
Work History
4-2019
Senior Client Manager, Life at Oswald Companies
Education
Jean has no verified education history
More Information
Social Presence :
Prographics :
Exp : 6
Location : Cleveland, Ohio, United States
Job Level : Middle
Designation : Senior Client Manager, Life at Oswald Companies
