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Brian G. Lizzi
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Work Experience
Founder, Jordan Retirement Plan Services And Jordan Wealth Management
Jan 2011 - May 2012 · 1 years and 4 months
Senior Retirement Plan Consultant
Dec 2006 - Oct 2010 · 3 years and 10 months
Consultant
Sep 2003 - Dec 2006 · 3 years and 3 months
Company Details
2-10 Employees
As a customer driven organization, our mission is to provide the highest quality of products and services to our clients. We at The Jordan Insurance Group will strive for this in our due diligence in selecting products, with proven benefit designs and tax strategies, offering coverage with competitive pricing and a lasting commitment to quality service. We believe that the client’s needs and desires are the most important factors in the insurance process. We will give our clients the utmost attention and most importantly our service goal at The Jordan Insurance Group is to exceed the client’s expectation. We at The Jordan Insurance Group are committed to: 24/7 customer service - clients are welcome to call any Jordan Group associate with any questions or concerns they may have in regards to their insurance coverage or options. 24 hour or less response time to any client inquiries – if you are not able to reach one of our associates, we will return your call within 24 hours. If you send an email inquiry we will respond to your inquiry within 24 hours as well. We conduct quarterly follow up calls for all of our group benefit clients as well as conducting our yearly renewals 3 months prior to the renewal date. We conduct yearly reviews for our life insurance clients to make sure they have the proper coverage due to any lifestyle changes that may have occurred within the past year.
Year Founded
2009
Social Media
LinkedinFacebookTwitter
Industry
Insurance
HQ Location
7230 Lee Deforest Dr. Suite 103 Columbia 21046, Maryland 21046, US
Keywords
Group BenefitsVoluntary BenefitsWellness BenefitsLife InsuranceFinance
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