Spend an hour with John Lenz, CLU, ChFC, CFP® and take a deep dive into the complex world of fixed, immediate, indexed and variable annuities.
John entered the life insurance business in 1981 and has spent the last 35 years as an Agent, General Agent and Brokerage General Agent. He earned his Chartered Financial Consultant and Chartered Life Underwriter degrees from the American College and is a Certified Financial Planner. John is President of Lenz Financial Group in Portland and a founding member of US Annuity Partners. John’s company employs 13 people who specialize in the design and underwriting of life insurance, annuity and LTC insurance for more than 1,000 agents in the Pacific Northwest.
John is a past member of the board of directors of the Oregon and SW Washington Financial Planning Association and past board chair of Insurance Designers of America, a national insurance marketing organization with 54 offices nationwide. John has been an expert witness in nearly 30 arbitration, mediation and legal cases involving annuities and life insurance products. John is the father of four children, grandfather of six, and has been married 35 years.