by Josh Lumme | Jun 7, 2023 | Asset Management/Advisory, Josh Lumme, Wealth
As our political landscape evolves and tax laws change, it can be difficult to keep up with our clients’ plans for the future. Anticipating and planning for future legislative outcomes can be risky, as many proposed bills never end up becoming law. But it’s our...
by Josh Lumme | Dec 8, 2022 | Asset Management/Advisory, Josh Lumme, Wealth
About Author 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,...
by Josh Lumme | Nov 7, 2022 | Josh Lumme, Protection/Income, Wealth
About Author advdemo1 view all articles by this contributor 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...
by Josh Lumme | Nov 7, 2022 | Josh Lumme, Protection/Income, Wealth
About Author advdemo1 view all articles by this contributor Building a future post-retirement is hard enough without all the misinformation and misunderstandings that can arise in financial planning. It’s important for your clients to get the facts and that you know...
by Josh Lumme | Sep 14, 2022 | Josh Lumme, Marketing Best Practices, Sales & Marketing
About Author advdemo1 view all articles by this contributor At a time when trust in everything from politics to the news media has hit an all-time low, our country’s retirees need a clear, credible message they can believe in as they plan for their financial futures....
by Josh Lumme | Sep 13, 2022 | Josh Lumme, Life, Whole Life
About Author Josh Lumme Josh Lumme is Vice President of Annuity Sales and Marketing at V2 Financial Marketing. He has been with V2 for nearly a decade, where he also served as Director of Recruiting. Connect with Josh on LinkedIn. view all articles by this contributor...
