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Knowing the Right Questions To Ask Your Clients Can Help You Make the Biggest Impact

Josh Lumme, Protection/Income, Wealth

About Author

Josh Lumme

Josh Lumme

Josh has worked with V2 Financial Marketing for nearly a decade. He’s currently the Vice President of Annuity Sales and Marketing. Prior to that, he worked as V2’s Director of Recruiting. Josh joined V2 in an entry-level position in 2012, quickly finding success. Through extensive due diligence and top-level experience, Josh has established himself as an industry expert among his peers. He attributes much of his success to his large network of long-standing relationships within the industry. Josh has been able to leverage those connections to help agents and advisors all over the U.S.

When Josh isn’t working, he enjoys traveling with his family, going on camping and kayaking trips, and collecting bourbon. He has been married to his wife, Kate, for nine years, and they have two children, Jack and Emily.

Josh studied Sales Management and Business at Kennesaw State University.

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Open communication is critical to any successful relationship, especially when it comes to business. When you ask the right questions, you can get the answers you need to reach your goals.

The world of annuities can be complex, but agents and advisors can best help their clients when they’re equipped with all the important details about their lives and what they need the most. While you want to be prepared to answer any question your client throws at you, this industry is a two-way street; you’ll never have the full picture without knowing the right questions to ask.

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Josh Lumme
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