News and Events

News and events

Bringing You the Latest Happenings from Educators First Financial

Bill Lorenz Recognized Nationally for Top Performance


Limerick, PA (January 2018)  —  William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania (EFFPA), has qualified for the ACE Gold Award, one of the highest honors that Signator Investors, Inc. bestows on financial professionals within its national network. ACE stands for “Achieving Client Excellence.” This is William’s sixteenth year as an ACE qualifier.

A twenty-six-year veteran of the financial services industry, Lorenz graduated from Kutztown University of Pennsylvania in 1991 with a BS in Finance and Economics. “While we help people of every vocation, EFFPA’s particular area of expertise is in helping public school employees realize their financial goals,” Lorenz said. “We help people take control of their finances, plan for retirement, and prepare for a sound financial future.”

For more information on Mr. Lorenz and Educators First Financial, please visit effpa.com, and find us on Facebook.

Local Financial Firm Sponsors Dinner with Golden Bears


On April 12, Educators First Financial of PA was a proud sponsor of Kutztown University's annual Dinner with Golden Bears, hosting a table for Business and Accounting majors.

This event gives students the opportunity to interact with professionals in their courses of study, providing networking and learning opportunities for all in a comfortable environment.

“It was a privilege to be able to spend time with these students, and to be able to give back in appreciation of those who did the same for me as I got started in my career,” said EFFPA President and Kutztown alum William Lorenz, CLU, ChFC.

Royersford Resident Inducted Into Signator Investors, Inc. Hall of Fame


Royersford resident William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, was recently inducted into the Signator Investors, Inc. Hall of Fame. Since the inception of the Hall of Fame in 1956, fewer than 250 financial representatives have joined the elite group. The main criterion for being tapped for the honor is earning the company’s ACE (Achieving Client Excellence) award at least 15 times.

Each year, only a select number of representatives receive the ACE award, which highlights client excellence, personal ethics and integrity, and the ability to solve clients' financial needs. "To be inducted into Signator's Hall of Fame, financial representatives must have proven their commitment to providing exceptional client service throughout their careers," explained Chris Maryanopolis, President. “We look to our 'Hall of Famers' to be role models in our business based on a foundation of integrity and service. It’s a great pleasure to welcome Bill as one of our newest inductees.”

Local Financial Services Firm Proudly Announces New Associate


Educators First Financial of Pennsylvania (EFFPA) is proud to announce William Sullivan as the firm’s newest financial representative. Mr. Sullivan brings a wealth of experience and knowledge, having spent the last seven years working in the financial services industry.

Mr. Sullivan joins Educators First Financial to continue EFFPA's success in helping public school employees and non-teachers alike plan for their financial futures. "I am excited to work with the EFFPA team, and look forward to helping people be able to achieve their financial goals," says Sullivan. "I am fortunate to be joining such a respected firm that takes pride in the relationships it builds with its clients."

EFFPA President and CEO William Lorenz says, "Bill Sullivan's experience and knowledge has already made him a key addition to the EFFPA team. His appointment is a sign of commitment to our clients; his character exemplifies the traits that are a part of EFFPA's high standards…integrity, courtesy, and the desire to do what's in our clients' best interests at all times. We are excited and fortunate to have him join the firm, and look forward to introducing him to our clients. Bill’s expertise will further enhance the exceptional level of client care that Educators First has become known for."

Local Financial Professional Recognized Nationally for Top Performance


Limerick, PA (March 2017) — William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, has qualified for the ACE Silver Award, one of the highest honors that Signator Investors, Inc. bestows on financial professionals within its national network. ACE stands for “Achieving Client Excellence.” This is William’s fifteenth year as an ACE qualifier.

A twenty-five-year veteran of the financial services industry, Lorenz graduated from Kutztown University of Pennsylvania in 1991 with a BS in Finance and Economics. “Educators First Financial of PA is a financial services firm specializing in working with educators and state employees,” Lorenz said. “We help all who come to us identify their financial objectives and make informed decisions about planning for their financial futures.”
165-20170206-348721

Local Financial Professional Celebrates 25 Years of Excellence


Limerick, PA — William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania (EFFPA), marked his 25th anniversary as a financial adviser on January 27th, 2017.

“Twenty-five years is a major milestone,” said Lorenz. “I have dedicated my professional life to helping individuals and families feel a sense of security in their financial future, and I take great pride in the unique, comprehensive expertise that EFFPA offers. I am grateful to my team of professionals for their dedication and commitment. Most importantly, I thank our clients for their loyalty over the years.”

William began his career in 1992 as a representative with John Hancock Financial Services. In adapting to a changing industry, he launched his own firm, Educators First Financial of Pennsylvania, in 2012. “The majority of my clients at that time were public school employees,” said Lorenz. “Over the years, I had become very familiar with the unique financial circumstances and challenges they faced, particularly regarding their pensions. I made the commitment to specialize in helping them make informed decisions about, and plan for, their financial futures.”

Since then, EFFPA has expanded to include clients from 32 districts across six counties, and countless others from various vocations. “We help ALL who come to us in search of financial guidance,” Lorenz said.

William earned a Bachelor of Science degree in Finance with a minor in Economics from Kutztown University of Pennsylvania in 1991. He is a Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), holds Series 6, 63 and 65 registrations, and is licensed in Life, Accident, and Health Insurance in seven states.
165-20170206-348722

Local Financial Professional Recognized Nationally for Top Performance


Limerick, PA (April 2016) — William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, has qualified for the ACE Gold Award, one of the highest honors that Signator Investors, Inc. bestows on financial professionals within its national network. ACE stands for “Achieving Client Excellence.” This is William’s fourteenth year as an ACE qualifier. A twenty-four-year veteran of the financial services industry, Lorenz graduated from Kutztown University of Pennsylvania in 1991 with a BS in Finance and a minor in Economics. His firm specializes in helping educators of all ages build, maintain, and protect their assets, while maximizing the benefits of the Public School Employees’ Retirement System (PSERS).
165-20160128-273617

Educators First Financial of Pennsylvania: Proud Gold Sponsor of the Spring-Ford Education Foundation 5K Run/Walk


Limerick, PA (April 22, 2016) — Educators First Financial of Pennsylvania (EFFPA) proudly helped to sponsor the Spring-Ford Education Foundation’s 5K Run/Walk to benefit the Spring-Ford Area High School Senior Impact Awards.

“This is our second year as a SFEF 5K sponsor, and we are again grateful for the opportunity to volunteer for such a fun event and a wonderful cause,” said Educators First Financial President and CEO, William P. Lorenz, CLU, ChFC. “The proceeds from this run/walk benefit the SFEF’s Senior Impact Awards, which encourages seniors to recognize teachers who have positively impacted their educational experience. At EFFPA, our mission is to serve the educators who give so much of themselves, and their students; this event allows us to serve both. We are always looking for opportunities like these to give back to the communities and districts in which we live and work.”

If you know of a way that EFFPA could positively impact the lives of the staff and students in your school or district, please don’t hesitate to share it with us!

Spring Has Sprung!


Limerick, PA (April 2016) — With spring comes countless changes, many of which hold the promise of renewal and warmer, sunnier days ahead! A more difficult change for Educators First is the departure of our part-time assistant, Kelly Moussa, who has nobly “sprung” from the EFFPA nest in order to focus on her family. For just over a year, Kelly has offered much-needed assistance to our team and our clients. She will be greatly missed, and we wish her well wherever her path leads her!
165-20160322-284072

Local Financial Representative Voted “Best of Montco 2015”


Limerick, PA (July 2015) — William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, has been voted “Best Financial Representative” in The Times Herald’s “Best of Montco 2015” Readers’ Choice Awards. “I would like to thank everyone who took the time to cast their vote,” said Lorenz. “At Educators First Financial, we are client-focused, not product-driven, and strive to provide the highest level of client care. We define success by the quality of the relationships we form with our clients, who understand that doing business with us means that they have an advocate for life, not just for the moment. This positive recogni-tion is a testament to those relationships.”

EFFPA Representative Recognized for Top Performance by the John Hancock Financial Network


Limerick, PA (May 2015) — William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, has qualified for the ACE Gold Award, one of the highest honors that Signator Investors, Inc. bestows on financial professionals within its national network. ACE stands for “Achieving Client Excellence.” This is William’s thirteenth year as an ACE qualifier. A twenty-three-year veteran of the financial services industry, Lorenz graduated from Kutztown University of Pennsylvania in 1991 with a BS in Finance and a minor in Economics. His firm specializes in helping educators of all ages build, maintain, and protect their assets, while maximizing the benefits of the Public School Employees’ Retirement System (PSERS).

Local Financial Firm Proudly helped to sponsor the Spring-Ford Education Foundation’s 5K Run/Walk


Limerick, PA (April 2015) — Educators First Financial of Pennsylvania (EFFPA) proudly helped to sponsor the Spring-Ford Education Foundation’s 5K Run/Walk to benefit the SFAHS Senior Impact Awards. “We are grateful for the opportunity to volunteer at such a fun event for a wonderful cause,” said Educators First Financial President and CEO, William P. Lorenz, CLU, ChFC. “The Senior Impact Awards allows students to recognize teachers who have impacted their educational experience. At EFFPA, our mission is to serve educators and students alike, so our intent is to support similar district events in the future.”