Broker Check
Sam Duffey, CLU®

Sam Duffey, CLU®

Director of Brokerage Sales, Birmingham and Memphis Office

 

When income slows or stops because of death or disability, it immediately becomes quite difficult for most of us to reach our financial goals. As I work with financial professionals, I want them to develop a healthy understanding of how their client’s income permeates through an entire financial and lifestyle plan. Because of this thorough approach to education and service, I frequently train on and share this experience with industry professionals.

My objectives are to:

  • Help financial professionals find overlooked revenue opportunities
  • Make sure your clients don't overpay for inferior disability income insurance
  • Assist you and your client with the evaluation of life insurance products so that the appropriate plan or plans are implemented
  • Help overcome underwriting challenges
  • Be your product expert assisting you with policy reviews, plan design, and join meetings
For the formation of a more perfect plan, I along with Ashford Brokerage am committed to equipping financial professionals with resources and inspiration to help their clients mitigate threats to cash flow. It's not our job to simply help you sell a policy -- it's our mission to provide dollars when dollars are threatened.

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.