JOIN IFW FOUNDER & CEO ERIK SUSSMAN CFP, ChFC, CLU FOR A LIFE CHANGING WEBINAR, Q&A, AND LIVE CHAT:

3 PILLARS TO PROTECTING YOUR GREATEST ASSETS

· Your Income · Your Family
· Understand The Types Of Insurance You Need · Know The Appropriate Amount of Coverage · Pay The Best Price

America’s Most Trusted Insurance Webinar



WEBINAR SCHEDULE

Wednesday, January 26th
2:00 pm EST

Host: ERIK & EVAN SUSSMAN CFP,ChFC,CLU
Industry experts with more than 40 years’ experience in financial services. Erik has a proven ability to create and implement profitable plans to secure the financial future of his clients.

Live Chat Q&A
Live chat is limited to 100!

AS SEEN ON

Join Our FREE Online Webinar & Find Answers to Topics About Life & Disability Insurance Such as:

  • What Types of Insurance are Available for Your Unique Situation
  • What is the Appropriate Amount of Coverage for You & Your Family
  • How to Pay the Best Price & Never Overpay for Insurance
  • The Benefits of Life Insurance as a Unique Financial Tool
  • 5000+ Healthcare Professionals helped
  • The Difference Between Term & Cash Value Life Insurance

WHO DO WE HELP?

People who want to protect their families and/or leave a legacy

People who are concerned about protecting their income if they are sick or hurt and can’t work

People interested in learning about how insurance can be used as a unique financial tool

Why Should You Trust The IFW?

“The most financially informative, educational experience I’ve ever had.  The webinar taught me critical fundamentals which I was surprised that nobody had ever mentioned.”

“The IFW has one of the best if not the best one out there.  I’ve watched several and every time I watch the IFW webinar, I feel I’m learning something new.  I love their energy!”

These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.

The IFW Financial Professionals, resource partners, and thought leaders hold over 35 of the most trusted, prestigious, and valued certifications and accreditations in the financial services industry!

WHAT ELSE IS IN IT FOR YOU?

COMPLIMENTARY & CONFIDENTIAL
IFW Certified Insurance Audit

ABOUT THE SPEAKER

Erik Sussman

Erik Sussman is the CEO and Founder of the IFW and brings over 26 years of financial services experience, success, and insight to his role. At the age of 22, Erik entered the financial services industry after graduating from the University of Maryland. 
 
He started his career in New York City as a junior financial professional and just two years later was promoted into sales management and started mentoring others. In 1998, at the age of 26, he became the youngest ever Executive Vice President, for an international financial services conglomerate, guiding the direction of the Southern California Region.  
 
In 2006, Erik relocated to South Florida and went on to become CEO for two Fortune 500 financial services firms leading and mentoring hundreds of financial professionals for over 15 years.
 
Throughout his career, Erik has won over 30 awards for his thought leadership, recruitment and development of financial professionals, and success at connecting financial professionals with consumers seeking financial guidance.
 
Erik is a Certified Financial Planner®, Chartered Financial Consultant® and Chartered Life Underwriter. Additionally, he is a Registered Investment Advisor and holds a B.S. from the University of Maryland, College Park. Erik has served as a Board member of Junior Achievement & Jewish Federation of Broward County.  He currently lives in Fort Lauderdale, Florida, surrounded by close family, friends, and his pride and joy, his beautiful daughter, Olivia.

Evan Sussman

Evan Sussman is honored to serve as Senior Vice President for IFW. Evan has been a successful financial professional for over 17 years. On December 24th 2019, Evan was diagnosed with Stage 3 cancer, and is currently on the road to full recovery. He is forever indebted to the doctors, nurses, and staff that took care of him. Evan has dedicated his career to helping people secure their financial health and well-being.
 
Prior to IFW, Evan was an Agency Sales Director at MassMutual South Florida from 2012 to 2019. Evan began his financial services career in 2003 with AXA Advisors in Los Angeles, CA. He immediately became a role model and leader in helping his clients effectively meet their financial goals for retirement, college and insurance planning. In 2006, he moved to South Florida and joined John Hancock in Miami as one of their top financial advisors and later transitioned to Mass Mutual.
 
Evan attended Bernard E. Baruch College in New York where he studied finance. His licenses include FINRA series 6, 63, and a 2-15 (life, health and annuities). He was raised in Huntington, New York, with his twin sister and two older brothers. He has lived in several cities but South Florida is truly his home. “Family is extremely important and I am grateful to have them all here living in Florida so close to me”.
 
Evan’s main charitable focus is now supporting other cancer patients and survivors. Additionally, he is an active volunteer and business partner in the Dade and Broward County Schools. An outdoor enthusiast and traveler, Evan spends his free time enjoying boating, wakeboarding, tennis, mountain biking, and skiing. His greatest joy is spending time with his two nieces, Sophia and Olivia, and nephew Asher

DISTINGUISHED ACCOMPLISHMENTS

25+ years financial services experience

CEO of a Fortune 500 financial services company

Chartered Life Underwriting designation

Certified Financial Planner® designation

5000+ people helped

1000+ successful financial scenarios

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