Lars Larsen and Lisa Clarke, both of Heritage Financial North in Burlingame, Calif., have accepted invitations to join Creative Marketing’s Tailor Made group. The elite group is made up of top-selling insurance and financial professionals nationwide who have met certain membership criteria.
Larsen has been developing and implementing customized retirement plans for his clients for nearly a decade. He specializes in providing unbiased advice and understanding clients’ unique needs.
Clarke focuses on assisting U.S. veterans obtain pension benefits that often go overlooked. She also provides financial services for area retirees and pre-retirees, including income strategies, fixed annuities, life insurance and long-term care insurance.
As Tailor Made members, both Larsen and Clarke will have access to customized service and the assistance of a team of marketing consultants. They are also eligible to receive special case development and design assistance.