Lawrence Holzberg has a knack for stewarding development and growth wherever he goes. Prior to joining Fortis Lux, Lawrence served as Managing Director and Director of Sales and Strategic Initiatives for Wealth Advisory Group. Lawrence was focused on the talent acquisition and leadership development. The Life Brokerage Division grew by 20% under his leadership and he was able to aid advisors to double their business in three years' time. Before that, he was able to aid the growth of the broker distribution channel by 15% year after year at Rampart America. It is clear, that Lawrence is dedicated to his work such that growth is exponential. To meet the increasing demand for financial advice and services, Lawrence has been committed to providing expertise and person attention to help advisors succeed.
Throughout his over thirty years of experience in the financial services indsutry, Lawrence has developed a regional and national reputation for his leadership and a proven track record of developing and managing high-performance teams. He currently serves as the National Secretary of the National Association ofInsurance & Financial Advisors (NAIFA).
Trustee of The Long Island Caddie Scholarship Fund
- Insurance Strategies
- Investment Strategies
- Business Owners
- Special Care
- Retirement Strategies
- Charitable Giving
- Business Succession Planning
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Lawrence’s Licenses and Disclosures