Lisa A. Johnson, CLU

Client Account Analyst

Lisa is a Client Account Analyst and the Manager of our Client Service Department, responsible for many aspects of our insurance administration. This includes death claims, analyzing and reporting cash value information for our clients’ financial statements, reporting economic benefit for split dollar life insurance, generating inforce illustrations as well as assisting with non-qualified executive benefit plans. Lisa also processes any necessary policy changes, such as owner and beneficiary updates, policy loans, death benefit modifications, and any other client requests.

Lisa received her Chartered Life Underwriter (CLU®) designation through the American College of Financial Services. She also holds a Pennsylvania Life, Fixed Annuities, Accident & Health Insurance License and FINRA Series 6 & 63 licenses and has over thirty years of experience in the financial industry.  She is currently enrolled in The American College and is working toward her Chartered Financial Consultant (ChFC®) designation.

She resides in Allentown with her husband Frank and enjoys traveling to different beaches, karaoke, and spending time with family and friends.