Lenz Financial Group

Lenz Financial Group

  • 5550 SW Macadam Ave Ste 120
  • Portland, Oregon
  • 97239-3772
  • Phone: 503.222.3924
  • Fax: (503) 229-1867
  • Website

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Description

Our Company Mission Lenz Financial Group is a full-service brokerage agency for the financial services professional. We provide complete back office support to experienced professionals in the life insurance, estate planning, and financial planning businesses. We are a Principal of Insurance Designers of America, which has over 50 offices nationwide.

Insurance Designers is dedicated to serving the needs of the professional Life Insurance Producer and Financial Planner. IDA has offices in most of the major metropolitan centers of the United States. Their mission is to provide professionals with cutting edge sales techniques, access to over 30 insurance and financial product suppliers, and boutique level personal service.

Staying abreast of the financial services markets is our job. We pride ourselves in being a technical resource in financial services for insurance professionals, financial and estate planners, lawyers, and CPAs. We hope to help you excel in your career by providing you the support of 250 years of combined experience in the financial industry. Whether it’s in person, on the phone, email, our website, or via fax, we commit to being there for you every step of the way.

Lenz Financial Group is a national, full-service brokerage company which distributes life, annuity, and long-term care insurance products to insurance professionals and financial advisors. We are a principal member of Insurance Designers of America with 52 offices nationwide.

Incorporated in October 1996, the National Insurance Producer Registry (NIPR) is a non-profit affiliate of the National Association of Insurance Commissioners (NAIC). NIPR developed and implemented the Producer Database (PDB) and the NIPR Gateway. NIPR is governed by a 13 member board of directors, with 6 members representing the NAIC, 6 industry trade association representatives, including 3 producer trades and the CEO of the NAIC as an ex-officio voting board member.

Fact sheet

Number of employees
5-9

Products & services

financial planning

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