Ft. Lauderdale, FL

Lawrence Holzberg has over 30 Years of experience in the life insurance sales, team management and brokerage marketplace. He contributes to career growth and development as well as leading the brokerage operations. He spent 14 years as a Principal of Rampart America. Directly following, he headed up the expansion of brokerage operations of American Business. He currently serves as the National President of the National Association of Insurance & Financial Advisors (NAIFA) and as the Immediate Past President of NAIFA-NYS. He is also an active member of the Association for Advanced Life Underwriting (AALU), and GAMA International.

Professional Experience

Fortis Lux Financial May 2020 - Present

Managing Director & Director of Insurance & Advanced Planning

• Career Growth and Development Leader

• Advance Sales Director

• Sales Manager of Experienced Advisors

Wealth Advisory Group LLC January 2015 – April 2020

Managing Director & Director of Sales and Strategic Initiatives

• Career Growth and Development Leader

• Advance Sales Director

• Director of Life Brokerage grew division by 20% year over year

• Sales Manager of Experienced Advisors Generated over $2,200,000 of Premium

• Managed Non-Guardian Production and doubled the business in 3 years, American Business June 2013 – January 2015

Managing Director

• Built the Life, Disability and Annuity Brokerage Division. In under 2 years developed over $2,000,000 in Premium

Rampart America November 1999 – April 2013

Principal of Rampart America

• Brokerage General Agent for 15 Companies

• Generated Annual Premium in excess of $2,000,000

• Increased Brokers by 15% year over year

• Director of Impaired Risks

• Advance Sales Leader

Managing Member of Holzberg – Rampart Agency LLC

• Managed Internal Sales Force of 25

Professional Achievements

• National President of National Association of Insurance and Financial Advisors (NAIFA): 2022 – Present

• Trustee of NAIFA: 2017 – 2019

• President of New York State Association of Insurance and Financial Advisors (NAIFA-NYS): 2015 -2017

• Vice President of NAIFA-NYS: 2013-2015

• Secretary of NAIFA-NYS: 2012-2013

• President of NAIFA Greater Metro Region: 2009-2012

• Security Mutual Life Insurance Company of NY Chairman Field Advisory Committee: 2009-2015

• Member of Security Mutual Life President’s Cabinet: 1997-2014

• President of Long Island Association of Insurance and Financial Advisors: 2008-2009

• Treasurer of Long Island Association of Insurance and Financial Advisors: 2006-2008

• Security Mutual Life Insurance Company of NY General Agents Advisory Committee: 2006-2009

• AXA Distributors Managing General Agents Board: 2005-2007

• Chairman of Security Mutual Life Insurance Company of NY Product Development and Marketing Committee: 2001-2006

• President of Suffolk County Association of Insurance and Financial Advisors: 2002-2003

Personal Achievements

• Board of Director’s Long Island Caddie Scholarship Fund: 2011 – Present

• Rudolph F. Stegemann Total Professional Award, Long Island Association of Insurance and Financial Advisors: 2006

• Israeli Bonds Man of the Year Insurance Division of NY: 2000

Education & Certifications

Long Island University, C.W. Post Campus

Bachelors of Business Administration – Major in Political Science and Government

Life Underwriter Training Council Fellow – LUTCF, Issued by NAIFA

Life and Annuity Certified Professional – LACP, Issued by NAIFA

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