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Lori Nelson, licensed insurance agent

Lori NelsonExpert

The Nelson Agency

Atlanta, GA

License VerifiedLicensed since 2020
States licensed
11
Coverage types
7
NPN on file
19578628

About Lori

As a Certified Public Accountant (CPA) and licensed Life, Health & Retirement Planning Specialist, I help individuals, families, and small businesses make informed decisions about protecting their financial future. My focus includes life insurance, health insurance, retirement planning, and financial protection strategies tailored to each client’s unique needs. By combining my accounting background with insurance and retirement planning expertise, I offer a comprehensive, personalized approach to helping clients protect what matters most. Whether you’re seeking individual or family insurance coverage, planning for retirement, or exploring employee benefits and insurance solutions for your small business, I’m committed to providing knowledgeable guidance and dependable, client-focused service.

Languages

Lori can talk you through your options in these languages.

  • English

Where Lori is licensed

Checked against state licensing records on October 2026.

Lori can write coverage in the 11 highlighted states.
  • Arkansas
  • Florida
  • Georgia
  • Minnesota
  • Missouri
  • Mississippi
  • North Carolina
  • Ohio
  • South Carolina
  • Tennessee
  • Texas

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