About
The ZLC Financial Outlook is ZLC Financial Group’s newsletter for clients and friends.
ZLC Financial Group (formerly Zlotnik, Lamb & Company) was established in 1945. The companies founder, Harold Zlotnik, CLU, began in the life insurance business. Harold’s experience, knowledge and passion was reflected in the success of his work and is still reflected today in ZLC’s mandate to act as an independent broker/buyer on behalf of its clients.
ZLC Financial Group’s mission has always been to build relationships with its clients and to earn their trust by delivering the best quality products in the market today and by providing the highest level of service.
ZLC helps its clients in four main areas, they include:
- Insurance & Retirement Solutions – providing tailored estate, financial and retirement planning solutions for individuals and business owners.
- Private Investment Management – offering a selection of top managed portfolios for high net worth individuals, business owners and foundations.
- Employee Benefits – Assisting in the custom design and management of employer sponsored benefit and savings plans. Specializing in cost containment strategies for benefit plans.
- Structured Settlements – Providing individually designed lifelong tax-free settlement solutions, to meet present and future needs of accident victims.
For more information or to speak with an associate from ZLC visit our main website at www.zlc.net or contact us.
