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The objective of Lovejoy Associates is to educate employees and assist employers, financial advisors, plan providers, and third party administrators in winning and retaining plans

 

What Makes Us Uniquely Effective as Communicators:

Lovejoy Associates employs a process that has proven to be professional, efficient, cost-effective, and successful. First, we provide on-site education. Our educators/enrollers have professional backgrounds in financial services, third party administration, or human resources. Our educators are mature, experienced, poised, and knowledgeable individuals.

Second, Lovejoy Associates provides on-going training to its educators in ERISA, EGTRRA, and IRS regulations, and in proven well-founded methods of communication based on principles of behavioral economics, studies in financial literacy, and personal educational experience.

Third, Lovejoy Associates is the only national employee education firm to focus on retirement plan education. Our educators do not sell financial services products or focus on other benefits.


 

These are some of our educators/enrollers:

 

Robert

Chartered Financial Consultant
Series 63, 7, 24, and 65 Securities licenses

 

Stephanie

General Securities Principal (Series 26)
Registered Representative (Series 6, 63)
Rhode Island Life and Health Insurance Licenses
CEBS and Graduate coursework

 

David


NASD Series 6 and Life and Health Insurance licenses

 

Susan


Registered Representative (Series 6)

 

Donaldo


Certified Spanish teacher

 

Rita


General Securities Principal (Series 26)
Registered Representative (Series 6 and 63)