Specialties
About Me
Lorenzo Marini serves as the Advanced Planning Team Director at ARI Financial Group, where he excels in designing bespoke financial models for Ultra High Net Worth individuals seeking whole life insurance solutions for estate planning, legacy building, and wealth transfer.
With over six years of industry experience, Lorenzo has developed a keen analytical ability to adapt and plan for every scenario, ensuring clients receive the most tailored and effective premium finance structures. His commitment to client engagement and education is paramount, as he works closely with clients throughout the sales process to ensure their needs are met and deals are successfully closed. In addition to leading a dedicated team of four professionals, Lorenzo is an integral part of the sales team, actively participating in client meetings and sales presentations. He leverages his expertise to provide customized solutions that align perfectly with each client’s unique requirements. His proficiency with cutting-edge digital and analytical tools ensures precision and effectiveness in all models. Lorenzo also manages relationships with life insurance carriers, organizing regular trainings to stay updated on the latest products. His role involves frequent travel to key markets such as New York, Los Angeles, and London, where he meets with clients to support the sales team in closing deals. Proud of his rich cultural heritage, Lorenzo is originally from Italy and Honduras and speaks fluent Italian, Spanish, and English. Outside of his professional life, he is passionate about music and sports, particularly soccer. He enjoys playing the ukulele and guitar, finding joy in both creative expression and physical activity. Lorenzo is currently pursuing the CLU® and ChFC® designations from The American College of Financial Services.
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Interests & Hobbies
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Credentials
CLU®
Chartered Designations
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Disclosures
License to solicit/sell life insurance only in the U.S. Financial Representative of The Guardian Life Company of America (Guardian), New York, NY. ARI Financial Group and Marini Di Lugo, LLC are not an affiliate or subsidiary of Guardian. IRS Circular 230 Disclosure: ARI Financial Group does not provide legal, tax or accounting advice. To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this message (including any attachments) was not intended or written to be used, and cannot be used for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein. You should obtain your own independent legal, tax or accounting advice based on your particular circumstances. This message may contain confidential and/or proprietary information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. This communication is for informational purposes only and is not intended to constitute the solicitation of life insurance as defined in the recipient's country of domicile. Recipients of this communication can only purchase life insurance through agents who are licensed in their country of domicile.