Lauren Olsen Zanone Began in the Financial Services Industry in 1988 with Vantage Financial
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Lauren A. Olsen CFP® CLU, ChFC, FLMI, CRPC Director of Planning-Northern Ohio
Lauren Olsen began in the financial services industry in 1988. She has worked in the areas of underwriting, investments, office management, life insurance advanced sales and financial planning. Lauren started with Lincoln Financial Advisors in July, 2000 as Case Design Manager for the Insurance Department and assumed the role of Director of Insurance in 2001. She was promoted to the Director of Planning position for the Cleveland office of Lincoln Financial Advisors in June, 2005. In this role she serves as the primary contact to local planners on financial planning matters and also serves as a national resource for life insurance design and review.
On a day to day basis, Lauren works with planners and case managers on financial plan case manufacturing and design, researches planner questions on various financial planning topics and works with other national planning resources to provide a high level of planning expertise.
Lauren majored in Early Childhood Education and Business Administration but has focused her recent studies in the area of financial planning. She is licensed to sell insurance and annuities in Ohio and is Series 7 licensed. She earned her FLMI (Fellow Life Management Institute) designation in November, 1999. Lauren is also a Certified Life Underwriter and Chartered Financial Consultant earning her designations in 2001. She earned her CFP®, Certified Financial Planner designation in August of 2003. . Lauren is currently pursuing her Chartered Retirement Planning counselor designation.
Lauren helped to organize the Life Growth Team which is a group of life insurance specialists on the national planning team dedicated to providing training for the planning team, identify life insurance opportunities through training on concepts, sales themes and products
Lincoln Financial Advisors 28601 Chagrin Blvd, Suite 300 Phone : 216.595.4913 Fax: 216.765.0779 Email : [email protected]