Purposeful planning. Expert solutions. Protection that endures
No Pressure. Just partnership.
I partner with financial advisors who want a more aligned, strategic approach to retirement risk planning. Whether you're already integrating insurance and want a better fit, or you're new to annuity-based solutions—I help you build the part of the plan that actually endures.
By 2030, women will control over $30 trillion in financial assets — but most advisors are still using outdated playbooks. This article breaks down where the wealth is coming from, how women approach planning differently, and what advisors must do now to stay relevant, build trust, and drive real results. Serving women isn’t a niche. It’s the future of your business.
