As a veteran of the financial services industry, I realize the importance of the position I have been placed in to help others. As our industry has evolved, we have taken on a greater responsibility to make sure we do right by others through adherence to ethics and acquiring as much education as we possibly can. After being in the business for over twenty-five years, I've come to really appreciate what we do and how we do it to the point where I am now mentoring others in our business. The key word that I stress to all in our mentor program is "lifetime" because it gives peace of mind to seniors who fear outliving their money. I love the television commercial with the college professor who is conducting a study for the Prudential Life Insurance Company, asking people who the oldest person is that they know. I also enjoy the ad that has people pulling a blue ribbon until their money runs out (usually before they expect). And the woman looks up and says "I better rethink this thing." Those commercials portray exactly what our clients fear most-running out of money.
Jim Fox is known as the Safe Money Guys and one of the top retirement planners in the Chicago area. Jim's primary focus is on guaranteed lifetime income. He has been quoted in Forbes magazine, featured in Market Watch, Yahoo Finance, Bloomberg, Reuters, Chicago Business Journal, and Wall Street Select. He has also written articles in Advisor Today, has been interviewed by Insurance News Net Magazine, and has spoken and trained hundreds at numerous industry and corporate symposiums and seminars. His first book, Uncommon (Celebrity Press 2015), was coauthored with Brian Tracy and has become an Amazon.com bestseller. His second soon-to-be-released book called I Love Annuities . . . and You Should Too! will be published summer 2015. Jim's company, Fox Financial Group, Ltd., is a top-rated business with the Better Business Bureau A+ and Angie's List A+ (2014 Superior Service Award Recipient), member of the Willowbrook/Burr Ridge Chamber of Commerce and National Association of Insurance and Financial Advisors. Jim has achieved multiple national awards, including Million Dollar Round Table's Court and Top of the Table, National Sales Achievement, and National Quality awards from the National Association of Insurance and Financial Advisors and dozens of individual corporate awards.