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!
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
“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.
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 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
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
You sure can. The sessions are complimentary for existing alumni and new friends.
Yes we do record the webinars but they are only available for a limited time.
It’s all good. We record our sessions and send them out once the webinar is completed.
Absolutely! These sessions are for you. Bring your questions and participate during Q&A.
The Institute of Financial Wellness, LLC is a fiduciary registered with the U.S. Securities and Exchange Commission as an investment adviser.
For its services, IFW receives from a Solicitor either: A. 50% of the net investment advisory fees received by Advisor from any Solicited Client’s managed account(s) on a quarterly or other periodic basis, reflected as a percentage of assets under management, for for the duration of the account. In the event that Advisor transfers ownership or sells any Solicited Client account to a 3rd party for compensation, Advisor shall pay Solicitor a 3X multiple of any recurring fees if the sales agreement to the new advisor does not have an assignment clause; OR B. A one-time introductory meeting fee of $250 for any Solicited Client with investable assets of under $500,000; $500 for any Solicited Client with investable assets between $500,000 – $1.25 million; or $750 for any Solicited Client with investable assets over $1.25 million. Due to such compensation, IFW has an incentive to recommend an Adviser in its network, resulting in a material conflict of interest. All fees are paid to IFW from a Solicitor’s own resources; clients do not pay a higher advisory fee as a result of using IFW’s services.
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