VP, Advanced Markets, Financial Planning and Special Needs Planning,
MetLife Premier Client Group
As Vice President of MetLife’s Advanced Markets, Financial Planning and Special Needs Planning organizations, Lori Epstein and her group are responsible for providing sophisticated estate, business and retirement planning case design assistance to top-tier representatives and financial planners. In addition, support for planning for families with special needs dependents, planning support for nontraditional couples and financial planning services are part of the package of solutions that she and her team bring to the table. Lori is a driving force behind MetLife’s policy standards and its value proposition as it relates to estate, business and retirement planning.
Lori has served in various positions related to estate and business planning. Before joining MetLife in 1993, she maintained a private law practice in Manhattan concentrating on trusts and estates, estate and business planning, elder law and real estate.
Lori has spoken at numerous events for women who are owners of small businesses. These include Women Business Enterprise National Council (WBENC) Annual Conferences and Women in Insurance & Financial Services (WIFS). She has presented at MetLife in- firm agency events focusing on Women in Business and the specific planning issues faced by them. In June 2014, Lori was a recipient of the Women’s Venture Fund’s Highest Leaf Award.
Lori is a graduate of Hofstra University and the Benjamin N. Cardozo School of Law of Yeshiva University.