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 and loan regime for split dollar life insurance, generating inforce illustrations for client reviews 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's Best Cornerstone Story
The story that stands out for me the most is when a client called in urgent need of several million dollars of cash within the next week or so. It was imperative that we get the funds to them to help their operating business. We quickly assessed how much cash value they had in the many life insurance policies in their portfolio. We contacted the carriers and explained the urgency of the situation, and we were able to have the necessary funds to them as a loan against their policies within a few days. It’s not often that life insurance gets to be enjoyed during a person’s life, but this is a perfect example of the many benefits of permanent insurance.

 

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. Lisa has been with Cornerstone for 19 years and has over 30 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 her first granddaughter, family and friends.