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 responsibility as financial professionals to ensure that our clients are prepared for whatever the future may bring — and that’s especially true regarding estate planning.
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
Latest posts by Josh Lumme (see all)
- 5 Strategies for Estate Planning During Uncertain Times - June 7, 2023
- How To Help Your Clients Play Defense Amid Disrupted Economic Conditions - December 8, 2022
- Knowing the Right Questions To Ask Your Clients Can Help You Make the Biggest Impact - November 7, 2022
