Laurie A. Leja, CLTC®
Financial Advisor


Physicians Nationwide

Professional

I have done more than 14,000 interviews with my clients over the past 26 years. Our focus lies in working with professional women and men, physicians, executives and business owners on asset management, financial planning, insurance and estate planning and corporate benefits. No matter where you are in your journey towards retirement, I can help you plan for life after your working career. Not every retirement plan is cookie cutter, but I will adjust and adapt the recipe to the unknowns that may happen during your journey.


Professional Study Groups and Memberships

Physicians Nationwide

I have been a member of Physicians Nationwide since 2005. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians. I served as the Chairperson for Physicians Nationwide at the Central Regional Meeting in 2008 and 2009.

Million Dollar Round Table

I have served the MDRT  organization and our industry with upwards of 3,500 hours in more than 45 volunteer jobs. Founded in 1927, MDRT is the Premier Association of Financial Professionals in a global independent organization from over 70 different countries. Membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

  • Qualifying Million Dollar Round Table member 2002-2016
  • Lifetime Member
  • Honor Roll Member  

NAIFA

I am a member of NAIFA, the National Association of Insurance and Financial Advisors founded in 1890. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills and promote ethical conduct of its members.

Salty Dog Study Group

This is a top Northwestern Mutual Study Group that specializes in comprehensive planning with a focus on long term care insurance. I have been a member for the last eight years.

MAIA Study Group

I participate in a study group of five women leaders in the industry and MDRT. We analyze our personal and professional lives and provide honest feedback to encourage each other to grow as individuals..The group has been together for the last five years.

Education

Degree Major Institution
Bachelors Degree (BA/BIS) Marketing, Speech and Journalism University of Minnesota (Minneapolis)
 

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