Joseph Lolli, CLU®
Joe Lolli has been active in the life insurance industry since 1957, specializing in estate planning, business insurance, employee benefit plans, profit sharing-pension plans, and disability income replacement. His objective is to build a long-term relationship with his clients. Joe combined management duties and multi-million dollar personal production during his Prudential career. His unit won 4 Presidential Citations from Prudential Insurance Company. In 1974 his unit won the President’s Trophy for being ranked #1 in the entire company. He was promoted to Associate Manager in 1979 to work with Brokers in Advanced Estate Planning and Pensions. Joe qualified for Minnesota Life’s National Conventions and Leaders Conferences for eight years. He was also a member of Minnesota Life’s Chairman Club in 1983 and 1984. He retired from Prudential in 1982 after 25 years of service, and joined GCG Financial as Vice President, Marketing in 1982. He is now a Senior Associate at GCG. He has produced over a million dollars of personal production since 1963. He has also been a Life and Qualifying Member of the Million Dollar Round Table for 35 years. Joe has been an active member in civic affairs in his community. He was President of the Highwood Chamber of Commerce in 1965-66, President of Highland Park Kiwanis in 1969, Co-Chair of the Highland Park Hospital Building Fund Drive in 1970, won the Prudential Community Service Award in 1970, and was Director of Skokie Valley Kiwanis 1973-74 and 1978-79. He was also a Director of the Bank of Highwood and the New Century Bank, as well as a member of Mission Hills Country Club and Rotary Club of Highland Park-Highwood since 1981. Education: University of Maryland. Credentials: Chartered Life Underwriters (CLU®) Organizations: National Association of Insurance & Financial Advisors (NAIFA), Chicago Associate Life Underwriters, Society of Financial Service Professionals, National Association of Health Underwriters, Financial Planning Association, and a founding member of North Shore branch of the FPA. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.