Niko Vamvakas: Annuities and the Retirement Planning Space

Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Niko Vamvakas, RICP®

Nico is the Vice-President of Retirement Planning Solutions for Barnum Financial Group. He serves as a resource to Barnum's advisors and clients by helping to design optimal retirement recommendations and help put clients on the right path to meet their financial goals and objectives. He joins me to talk about the retirement planning space, the current state of annuities, as well as its future outlook and a few programs he’s been working on for Barnum.

Bio:

Vice-President of Retirement Planning Solutions | Barnum Financial Group

As the retirement products consultant, I serve as a resource to Barnum's advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, in-force contract analysis, case design, and retirement income solutions that help put the client on the right path to meet their financial goals and objectives.

To better serve our clients, I have obtained the Series 7 and 66 securities registrations as well as the Life and Health Insurance license. I started my career in operations as a business analyst and combining my experience in the back end of Barnum’s business model with my education and licenses has prepared me to enter the front lines of the business with a well-rounded view of the industry and its workings which truly allowed me to become experienced in his field.

I am also dedicated to the financial education of our clients and leverage my experience in the industry by conducting educational seminars on the importance of retirement planning and how to utilize various vehicles and products that help protect our client’s financial future.

In my spare time, I enjoy traveling, with my favorite destination being my parents’ home country of Greece. I also enjoy playing soccer and football as well as regularly helping at my family’s restaurant, Patricia’s in downtown New Haven.

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