Erik Sussman

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IFW Certified Professional
Erik Sussman
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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.

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Erik Sussman's Retirement Planning Insights

Long term care annuity

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

How interest rates affect retirement

Stay Ahead: Retire Well Despite Low Interest Rates

Interest rates play a pivotal role in shaping financial landscapes, and their impact on retirement is no exception. When the Federal Reserve lowers or maintains low interest rates, it directly

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