As the markets take a downturn, retirees have the upper hand. Navigating a tumultuous market can be unnerving, but it’s the perfect opportunity for clients to take control of their finances and save for an unpredictable future.
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
Can the Product be written on spouse if qualified funds are from uninsurable spouse?
I am currently an Agent with Stewart Financial Services. Our go to product is the IUL. It is most wholesome product out there. We also do the annuities and we have retirement program with our carrier for non-profits, schools and universities. I am looking to broaden my outreach also on a bigger stage with seminars and webinars. There is a staggering statistic that states that only 19% of people are prepared for retirement. Of that 19%, 16% comes from individuals who worked for the government. That is so sad…