About Us

Main Office:

2152 Dupont Dr. Suite 174
Irvine, CA  92612
Office:   949-304-8351   Cellular: 949-636-4884
eFax:    949-612-1844

Mission Statement:  CHOICE / PROTECT/ BUILD

- Provide education, choice of product and service solutions to fit your insurance needs and budget.

- Provide financial and asset protection through design of a comprehensive insurance portfolio in conjunction with your financial advisor. 

- Build longterm relationships based on trust and communication.

Lorenzini Insurance and Financial Associates is a business-to-consumer insurance agency that provides insurance information to individuals, seniors and businesses.

With over two plus decades working in corporate America we bring to you a wealth of health care, business, and financial knowledge to assist in making smart and economical decisions. We desire to build a long-term relationship with our clients. Integrity, service and education are our promise to you, your family, or your employees. New programs such as Health Savings Accounts and Long Term Care can assist you in planning for your future.  We are also here to navigate you through Health Care Reform which was put into place in 2010.

Lorenzini Insurance and Financial Associates is not owned by any insurance company, therefore we provide objective information to consumers and business owners, helping them make informed decisions about their insurance needs. Our service is available to all California residents and selected other states.

Insurance Agents

Cynthia (Cindy) Lorenzini

CA Insurance License # 0E16222
OR Insurance License # 76550
NV Insurance License #  194489
National Producer # 7875415

Certified Agent - Covered CA
Email: clorenzini@earthlink.net
Email
: contact@lifassociates.com

Providing insurance and financial services to clients since September 2003. Prior business experience: 15 years as a sales and marketing representative of scientific products & services for such companies as ThermoFisher Scientific, VWR International, PMA Services, and National Medical Enterprises. Managed accounts Hughes Aircraft, Raytheon, Boeing, TRW, Northrop Grumman, City of Hope, Waste Management, St. Joseph and St. Jude Hospitals, Los Angeles and Orange County Sanitation Districts, Orange County Water District, and multiple small and medium firms in biotech, electronics, education, and industrial manufacturing. Seven years as a health educator for orthopedic practices and hospitals in Orange and Los Angeles Counties.

Licenses
- Life, Health, Disability – California 2003 to present  0E16222/ NPN 7875415

Education:
- BS, Health Education, California State University, Long Beach, CA 1981
- Risk Management – UCLA Extension Programs
- Principles of Project Management, Learning Tree University
- Life, Health & Ethics/CA Licensing Class, August 2003
- Group Benefit Planning & Estimating Life Ins. Needs CE, October 2003
- Voluntary Benefits -Colonial Life & Accident, Unum, ING, Prudential Life
- 2004 Calif. Annuities/Retirement Plans, Updated
- Worker’s Compensation Seminars – Blue Cross of California 2005,2011
- Payroll Accounting & Employment Taxes Workshop – Cerritos Comm. College 3/2005
- Privacy Compliance: California Style – CAL –GLBA 5/2005
- Ethics Continued Education   - California Partnership LTC Continued Education
- Long Term Care Continued Education

- Life, Health, Disability - Oregon 2010- 05/2017   76550 / NPN 7875415

- Life, Health, Disability - Nevada 2010 - 11/2016  194489 / NPN 7875415

- NASD Series #63 exam (State Law ) 11/2003 - inactive at present
- NASD Series # 6 exam (Investment Co. Products/Variable Contracts) 2005 - inactive at present

Professional Affiliations
- National Association of Health Underwriters, 4/2005
- Orange County Association of Health Underwriters, 4/2005
- WISE - Women Investing in Security and Education / Volunteer
- Prepaid Legal, 2007

 

Affiliate Insurance Agents 

Jacqueline London - Barnett

CA Insurance License #0E18020

Certified Agent - Covered CA

Office:  Rancho Santa Margarita, CA

Cellular: 949.275.7292    Fax: 949.861.9000

Email: jlondon26us@gmail.com

Business Consultants

Kathryn Freshley

KF Consulting Group
5490 Paseo Del Lago West, Unit #N, Laguna Woods, CA. 92637
Telephone: (888) 909-7573
E-mail: kfconsulting@earthlink.net

KF Consulting Group works with entrepreneurial companies with revenues of $2-25 million dollars in the manufacturing, printing, distribution and construction industries. We specialize in organizational development, financial controls, operational performance improvements through the implementation of weekly Key Performance Indicator (KPI) Reports and operational and strategic planning required to transition a firm from an individually driven organization to one that is driven by a management team. We also assist in finding working capital financing, particularly when the company may have had a poor yearly result. Our motto is: “Helping Companies Who Strive for Sustained Profitability and Growth.”

Payroll Specialist    

Ovation Payroll 
Accurate, Effective and Affordable Payroll Solutions
Steve Evans - consultant   Telephone:  (714) 915-9490 
Email: sevans@ovationpayroll.com
Website:  www.ovationpayroll.com

Human Resource Specialist 

HR Beneft Pros 
Jacqui Cillino - consultant   Telephone:  (949) 525-0262  
Email:  jcillino@hrbenefitpros.com 
Website:  www.hrbenefitpros.com

Enrollment Tools

Starting 2014 we will be offering a free online enrollment tool to our group clients to expedite enrollment and education of employee benefit offerings.  Updated ACA medical plans are offered.  Secure enrollments with electronic signature on forms. Document library include for all benefits offered.  All SBCs and materials available 24/7. 

Disability & Long Term Care Specialists

Cindy Lorenzini - CA Ins Lic # 0E16222

Jacqueline London- Barnett - CA Ins Lic # 0E18020

Retirement Planning Specialists

Contact us for a referral.

Contact us today for a free, no obligation, discussion regarding your needs. Contact Us >>