Harvey Lazarus is a seasoned Life Agent, Broker, and Life Settlement Broker at Life Planning Group, where he specializes in advanced planning techniques tailored for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. With a strategic alliance with a premier provider of...
Harvey Lazarus is a seasoned Life Agent, Broker, and Life Settlement Broker at Life Planning Group, where he specializes in advanced planning techniques tailored for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. With a strategic alliance with a premier provider of whole life premium financing, Harvey leverages his expertise to create customized financial solutions that not only meet the unique needs of his clients but also enhance their overall wealth management strategies. His conscientious and consistent approach to client service has earned him a stellar reputation in the industry, fostering a loyal client base that frequently recommends his services.
In his current role, Harvey is deeply involved in key projects that focus on optimizing life insurance policies as part of a comprehensive financial plan. He utilizes his extensive knowledge of insurance products and market trends to guide clients through complex decisions, ensuring they understand the long-term benefits of their investments. His proficiency in customer service, management, and sales allows him to build strong relationships with clients, making them feel valued and understood throughout their financial journeys.
Harvey's commitment to outstanding service is evident in every interaction, as he strives to empower clients with the information and tools they need to make informed decisions. By staying abreast of industry developments and regulatory changes, he ensures that his clients receive the most relevant and effective strategies for wealth preservation and growth. As a Financial Representative of The Guardian Life Insurance Company of America®, Harvey is dedicated to providing exceptional service while navigating the intricacies of life insurance and financial planning, solidifying his position as a trusted advisor in the field.
