Name: Luke Britt Job Title: Director of Annuities Company Name: The Insurance GroupBiography: Luke Britt, a former pastor, has been assisting financial advisors and clients in or entering retirement since 2009.
As National Marketing Director for The Insurance Group he has helped hundreds of advisors create plans to help their clients increase income in retirement, reduce taxes and expenses, plan for long-term care bills, and leave a generous legacy to their beneficiaries.
As an independent financial advisor Luke uses his expertise to help his own clients and their families. He specializes in the pre and post retirement market with clients ages 50 and up.
Solutions and strategies Luke employs:
- A safety-first view of investing to protect hard-earned retirement dollars
- Low risk/low volatility investing through tactical money management
- Providing a complete written financial plan to increase success in retirement
- A holistic view of planning that includes estate planning, income planning, and insurance planning
- Stretching income throughout retirement
- Quarterly review process to increase probability of success Social Networks: