Joseph Lolli, CLU, RFC - Vice President
Joe Lolli has been active in the life insurance profession since 1957, practicing in the Chicago, North Shore area. Joe has specialized in estate planning, business insurance, employee benefit plans, profit sharing-pension plans, and disability income replacement.
Joe is a graduate of Highland Park High School and attended the University of Maryland. He was awarded his CLU designation in 1967. This is one of the highest professional designations in the insurance industry. He earned the RFC (Registered Financial Consultant) designation in 1991. Joe has combined management duties and multi-million dollar personal production during his Prudential career. He has produced over a million dollars of personal production since 1963 and has been a Life and Qualifying Member of the Million-Dollar Round Table for 35 years.
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 January 1979 to work with Brokers in Advanced Estate Planning and Pensions. He retired from Prudential in June 1982 after 25 years of service, and joined GCG Financial as Vice President, Marketing in 1982. He is now a Senior Associate at GCG Financial.
Joe has 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 is a Registered Representative, and is a member of the following 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.
Joe has been an active member in civic affairs in his community. He won the Prudential Community Service Award in 1970. He was President of the Highwood Chamber of Commerce in 1965-66, President of Highland Park Kiwanis in 1969, Co-Chairman of the Highland Park Hospital Building Fund Drive in 1970, and Director of Skokie Valley Kiwanis 1973, 1974, 1978 and 1979. He was also a Director of the Bank of Highwood and the New Century Bank, and has served as President of the Highwood Police Pension Board since 1969. Joe is Director of the Junior Cancer League, a non-profit organization, as well as a member of Mission Hills Country Club and Rotary Club of Highland Park-Highwood since 1981. His objective is to build a long-term relationship with his clients and to serve that relationship well.
