December signifies a milestone anniversary for Birmingham-based Brokerage Manager, Sam Duffey, CLU®. “When income slows or stops, 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 his thorough approach to education and service, Sam is frequently called on to train and share his experience with industry professionals.
Sam is passionate about serving others and laser-focused on helping financial professionals and insurance agents deliver complete planning strategies. Industry professionals have a lot to consider especially as they navigate the new Department of Labor standards for service and managing client expectations. His mission is to serve individual consumers by first serving their advisors with quality education, smart plan design, and efficient underwriting support.
“I congratulate Sam Duffey on his 10th anniversary with Ashford Advisors,” said CEO, Tom Purcell, CLU®, ChFC®. “I am very proud of the work Sam has done to help grow Ashford Brokerage. He has had tremendous personal and professional growth the past ten years, and I am excited how that growth will benefit his brokers and their clients in the coming years.”
To learn more about Sam’s process and how he helps, visit his YouTube channel.
About Ashford Advisors
Based in Atlanta, Georgia, Ashford Advisors is a financial services firm with the mission of growing the wealth and enhancing the financial security of our clients through the development of comprehensive financial strategies. Since 1898, our advisors have strived to make a lasting, positive impact on the lives of their clients and the communities in which they live. Ashford Advisors is a general agency of The Guardian Life Insurance Company of America, New York, NY. More information about Ashford Advisors can be found at ashfordadvisors.net. Find Ashford Advisors on Facebook and LinkedIn.
Financial services available to individuals and business owners through Ashford Advisors include strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity, and investment products, including mutual funds.