Retirement Income Lady

Susan is a 35-year veteran of the insurance and financial services industry. She focuses primarily on estate planning and retirement income strategies, and she has written extensively on the topics. 

Her experience includes initially working as an insurance agent, investment advisor, and a senior insurance and annuity marketing specialist for one of the largest financial services firms in the U.S. prior to starting Insurance Promotion Services / The Insurance Ghostwriter in 2003. 

Susan has held a life and health insurance agent license, FINRA securities (Series 6, 7, and 63) licenses, and a real estate license. She has also earned a master’s degree in business and finance, as well as 13 financial industry professional designations, including the: 

· CLU (Chartered Life Underwriter) 

· ChFC (Chartered Financial Consultant)

· RHU (Registered Health Underwriter)

· REBC (Registered Employee Benefits Consultant)

· ADPA (Accredited Domestic Partnership Advisor)

· CLTC (Certified in Long-Term Care Insurance)

· CSA (Certified Senior Advisor)

· CCFC (Certified Cash Flow Consultant)

· CSS (Certified Seniors Advisor)

· CITRMS (Certified Identity Theft Risk Management Specialist)

· CIPA (Certified Identity Protection Advisor)

· CTA (Certified Trust Advisor)

· RICP (Retirement Income Certified Professional) 

Susan has worked with individuals and companies around the globe as a ghostwriter of financial books, courses, and agent training materials, and is credited with more than 100 published ghostwritten books for her clients. She has also written and published over 30 of her own books (and counting).