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 how to dispel any common myths or misconceptions when it comes to the annuity — a tool that can be especially helpful in these challenging economic times.
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.
Connect with Josh on LinkedIn.
Learn more about Josh Lumme
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.
Connect with Josh on LinkedIn.
Learn more about Josh Lumme
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- Knowing the Right Questions To Ask Your Clients Can Help You Make the Biggest Impact - November 7, 2022
Thank you for this information. As an agent who is considering moving into annuities, this is very helpful, not just with the consideration, but also for preparation.