Erik Sussman

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IFW Certified Professional
Erik Sussman
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Florida

LICENSES & ACCREDITATIONS

AREAS OF EXPERTISE

Retirement Income Planning, Advanced Tax & Life Insurance Strategies, Estate Planning

Erik Sussman brings over 26 years of experience, success, and insight to his role as CEO and Founder of the Institute of Financial Wellness (IFW).

Career Milestones:

  • Early Career – At 22, Erik began his journey in financial services after graduating from the University of Maryland. Starting as a junior financial professional in New York City, he quickly excelled.
  • Leadership Advancement: By 24, Erik was promoted to sales management, where he mentored and guided other professionals.
  • Historic Achievement: At just 26, Erik became the youngest-ever Executive Vice President for a major international financial services conglomerate, overseeing the Southern California region’s strategic direction.

Accomplishments:

  • Recognized for his thought leadership within the financial services industry.
  • Earned multiple awards for:
    • Recruiting and developing financial professionals.
    • Bridging the gap between financial professionals and consumers seeking expert guidance.

Erik’s career exemplifies a commitment to innovation, leadership, and empowering financial professionals to make a meaningful impact on clients’ lives.

Start Planning Your Future Today

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Erik Sussman's Retirement Planning Insights

IUL

What Is an IUL and How to Use It For Retirement

In today’s uncertain economic landscape, retirement planning has become more complex than ever. Traditional pensions are fading, market volatility is unsettling, and Americans are living longer—placing increased pressure on retirement

Is $1 Million Enough to Retire

Is $1 Million Enough to Retire? Learn How to Make it Last

For decades, $1 million has been seen as the magic number for retirement. It sounds like a lot—and for many, hitting that milestone feels like winning the financial game. But

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