Lori Christensen

Lori Christensen

Financial Representative

NEF Waterford
774 Broad Street
Waterford, CT 06385

Phone: (860)442-9377 ext. 101
Fax: (860)442-2415
Mobile Phone: 860-460-2629
E-mail:


Business Philosophy:
 
I have the skills, knowledge, and experience necessary to help clients prioritize and implement strategies that compliment their company benefits. I help clients organize all of their various “financial junk drawers” to create maximum efficiency in their various planning strategies.
 
Products:
 
° Fixed and Variable Annuities
° Life Insurance
° Disability Insurance
° Long Term Care Insurance
° Mutual Funds
° IRS/Old Pension Consolidation
° 529 Plans
 
Qualifications:
 
-17 years in the financial services industry
-Licensed to see Life Insurance in CT, FL, MA, ME, NH, RI, VA
-Registered Representative of New England Securities, Corp.
 
Personal:
° Lifetime resident of East Lyme
° Reside in East Lyme with husband Paul, and children Katie, Alison, and Sarah
° East Lyme High School Graduate 1986
° Wheaton College, Norton, MA Graduate 1990