Erik Sussman, CFP®, ChFC®, CLU®
Chief Executive Officer, The Institute of Financial Wellness
Helping retirees create greater retirement security through education, retirement income planning, and personalized annuity strategies.
- Education-first guidance
- Personalized retirement income strategy
- Trusted IFW expert network
Meet Your Expert
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About Erik Sussman
Erik Sussman, CFP®, ChFC®, CLU®, is Chief Executive Officer of the Institute of Financial Wellness, where he oversees the IFW Expert Network, financial services strategy, and industry relationships nationwide. He has spent more than 35 years in financial services and became the youngest-ever Executive Vice President at a major international financial services firm at age 26.
Throughout his career, Erik has been recognized for his thought leadership within the financial services industry. He has earned multiple awards for recruiting and developing financial professionals and for bridging the gap between financial professionals and consumers seeking expert guidance.
Under Erik’s leadership, IFW has grown into a national platform dedicated to empowering individuals and families to make smarter financial decisions through education, transparency, and personalized guidance.
Areas of Focus
Retirement Income Planning
Annuity Strategy Review
Fixed Indexed Annuities
Guaranteed Income Strategies
Market Volatility Protection
IRA & 401(k) Rollover Considerations
Retirement Risk Management
Income Gap Planning
How Erik Sussman Helps Clients
During your review, Erik Sussman can help you better understand your retirement goals, income priorities, and the annuity and retirement income strategies that may best fit your situation.
- Review your Retirement Security Report™
- Discuss your retirement income goals
- Explain potential annuity strategies
- Identify important risks and tradeoffs
- Answer questions about your options
- Discuss next steps, if appropriate
Credentials & Professional Background
Years of Experience
35+ years
Licenses & Designations
CFP®, ChFC®, CLU®
Location
Nationwide
Education
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Specialties
Retirement Income Planning, Annuity Strategy, Wealth Education
Approach
Founder of IFW. Trusted voice in retirement income education nationwide.
Schedule Time With Erik Sussman
Schedule a complimentary retirement income review to better understand your goals, income priorities, and the retirement income strategies that may fit your situation.
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Start With Your Retirement Security Report™
If you have not completed the Free Annuity Finder Quiz yet, start there first. Your answers help us better understand your goals, timeline, income needs, and retirement priorities before your review.
Take the Free Quiz & Find Your Annuity