Evan Sussman, IFW Certified Retirement Income Expert
IFW Senior Vice President
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
Intro Video Coming Soon
About Evan Sussman
Evan Sussman serves as IFW Senior Vice President and Certified Retirement Income Expert, bringing over 20 years of retirement planning experience to the Institute of Financial Wellness. He specializes in annuities, income planning, and wealth management, with a focus on helping clients understand their options before making important financial decisions.
Evan's education-first approach empowers retirees and pre-retirees to evaluate annuity strategies, income solutions, and wealth preservation techniques with clarity and confidence. His guidance is designed to simplify complex choices and align recommendations with each client's long-term retirement goals.
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 Evan Sussman Helps Clients
During your review, Evan 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
20+ years
Licenses & Designations
IFW Certified Retirement Income Expert
Location
Nationwide
Education
Placeholder education background
Specialties
Retirement Education, Annuity Strategy, Income Planning
Approach
Helps clients understand options before making decisions.
Schedule Time With Evan 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