Florida
LICENSES & ACCREDITATIONS
AREAS OF EXPERTISE
Retirement Income Planning, Advanced Tax & Life Insurance Strategies, Estate Planning
Erik Sussman brings over 26 years of experience, success, and insight to his role as CEO and Founder of the Institute of Financial Wellness (IFW).
Career Milestones:
- Early Career – At 22, Erik began his journey in financial services after graduating from the University of Maryland. Starting as a junior financial professional in New York City, he quickly excelled.
- Leadership Advancement: By 24, Erik was promoted to sales management, where he mentored and guided other professionals.
- Historic Achievement: At just 26, Erik became the youngest-ever Executive Vice President for a major international financial services conglomerate, overseeing the Southern California region’s strategic direction.
Accomplishments:
- Recognized for his thought leadership within the financial services industry.
- Earned multiple awards for:
- Recruiting and developing financial professionals.
- Bridging the gap between financial professionals and consumers seeking expert guidance.
Erik’s career exemplifies a commitment to innovation, leadership, and empowering financial professionals to make a meaningful impact on clients’ lives.
Start Planning Your Future Today
Take the first step toward your dream retirement! Join our live webinar to explore the IFW Retirement Score and uncover powerful strategies to hit your goals and live the life you deserve. Your path to freedom starts now—let’s make it happen!
REGISTER FOR THE WEBINAR To Live Your Best Life in RetirementErik Sussman's Retirement Planning Insights
Is $1 Million Enough to Retire? Learn How to Make it Last
For decades, $1 million has been seen as the magic number for retirement. It sounds like a lot—and for many, hitting that milestone feels like winning the financial game. But
Long-Term Care Annuities: A Smarter Way to Plan
Planning for long-term care (LTC) is a major financial challenge for retirees. According to the U.S. Department of Health and Human Services, nearly 70% of people over 65 will need