Logan Lantz

Wildcard
DISC Type : isc

Regional Vice President at Allianz Life

St Louis, Missouri, United States

Overview

Logan Lantz is an experienced Regional Vice President at Allianz Life with a strong background in sales and retirement planning. A University of Missouri business graduate holding Series 6 and 63 licenses, he specializes in supporting financial professionals with annuity products and income strategies.

Outside of work, Logan is a skilled golfer, a passion highlighted by his previous role as an Honor Caddie. He has a demonstrated history of leadership and teamwork, skills he has applied both professionally and within his interest in golf.

He worked as an Honor Caddie at Hazeltine National Golf Club, a venue for the Ryder Cup, PGA Championship, and U. S. Open.

Personality Overview

Curious But Skeptical

Requires Proof

Friendly But Slow

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Retirement Planning
His career is focused on providing retirement and income planning strategies, often posting about navigating inflation, market volatility, and longevity risk for clients.
Annuity Products
He actively promotes Allianz's annuity portfolio, particularly registered index-linked annuities (RILAs), and shares updates on rates and product enhancements.
Supporting Advisors
He is focused on providing financial professionals with tools and sales materials, such as the RILA Rates Center, to help them assist their clients.

Media Appearances

The Lantz Financial Team – Podcast featuring Logan Lantz, Regional Vice President at Allianz Life. Featured in Apple Podcasts

See Now

Work History

1-2020
Regional Vice President at Allianz Life
4-2017 - 1-2020
Internal Retirement Consultant II - Broker Dealer Distribution (MN, ND, SD, IA) at Allianz Life
7-2015 - 4-2017
Inbound Sales Consultant I at Allianz at Allianz Life
7-2014 - 7-2015
Financial Planning Specialist at Young and Associates at Ameriprise Financial Services, Inc.
5-2009 - 6-2014
Honor Caddie at Hazeltine National Golf Club

Education

2010 - 2014
Bachelors from University of Missouri-Columbia

More Information

Social Presence :

Prographics :

Exp : 17 Location : St Louis, Missouri, United States Job Level : Senior Designation : Regional Vice President at Allianz Life
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Insights For Selling To Logan

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Logan is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Logan

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Logan move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Logan take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Logan

Personality Compatibility


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