Sam Duffey 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.
“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.
As a specialized alliance in the niche areas of life insurance and disability insurance, industry professionals leverage his experience to help round out their practice resulting in more complete strategies and additional revenue with no additional overhead.
Beyond his career and support to financial professionals, Sam serves his community through involvement in several organizations including Young Business Leaders, Leadership Vestavia Hills, the Vestavia Men’s Garden Club, and the Vestavia Chamber of Commerce.
Sam has lived in Birmingham, Alabama since 1997. He and his wife, Amy, have been married since 2004 and have one daughter, Livy.
To get to know more about Sam, take a look at Sam Duffey - Beyond the Advisor.
Education, Training, Memberships
- Samford University. Bachelor of Science, Business, 2001
- National Association of Insurance and Financial Advisors (NAIFA), Birmingham Chapter
- Young Business Leaders, board member
- Leadership Vestavia Hills, alum
- Briarwood Presbyterian Church, deacon
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.