Robin Glen

Beyond the numbers lies a human story... Meet Victoria Sterling.?A concert pianist, Victoria's personal assistant, Margaret, had served had been devoted to her and her career for 30 years. Through thoughtful annuity planning, Victoria ensured Margaret's financial security long after she was gone. Swipe through the carousel to learn the story. Real impact. Real lives. Real legacy. #WealthPlanning #Legacy #FinancialSuccess

Did you know? Modern annuities are nothing like their predecessors. They've evolved into sophisticated planning tools offering: ??? Inflation protection ??? Enhanced death benefits ??? Flexible investment options ??? Tax-efficient wealth transfer For family offices and RIAs, they're becoming an indispensable part of comprehensive wealth management. #WealthManagement #FinancialAdvice #InvestmentStrategy

The biggest fear keeping wealthy investors up at night? It's not market volatility or tax implications.?It's outliving their wealth. Today's sophisticated annuity products are transforming how we think about retirement planning, offering guaranteed income streams that can weather any economic storm. The peace of mind? Priceless. #WealthProtection #RetirementSecurity #FinancialStrategy

The numbers don't lie: Annuity sales hit a staggering $432.4 billion in 2024, marking the third consecutive record-breaking year. But what's driving this unprecedented surge? In an era of market volatility and increasing longevity, high-net-worth investors are rediscovering annuities as powerful tools for creating lasting financial security and meaningful legacies. #WealthManagement #FinancialPlanning #RetirementPlanning

We are excited to welcome a new member to the Robin Glen Team! Sophia Povedano has joined us as an Associate. Sophia comes from a diverse professional background, having worked in just about every department in a variety of industries, and is excited to continue that pattern at Robin Glen. Primarily assisting in operations and administrative matters, Sophia is a jack-of-all-trades, willing to help out in any situation. Along with Sophia's varied experience comes a wide breadth of knowledge, a willingness to try anything, and a deep love of learning. To learn more about Sophia, click the link below. https://lnkd.in/e2SCpcSz #planningredefined

You've worked hard and built a successful business.?If something should happen to you, what happens to your family??Can you really rely on a handshake deal with your partner? At the link below, we share the story of Rebecca, a successful tech entrepreneur who faced just this situation - and whom we helped to find a solution. If you or your client are looking to implement a buy-sell agreement with a proper funding mechanism, call us.?We can help structure a solution that provides peace of mind. https://lnkd.in/ey96wGtU

When we see a successful person, we are really only seeing 5% of their journey. In this clip from our latest episode of Planning Reimagined, we examine the myth of the "overnight success." To watch/listen to the entire episode, go to your preferred podcast platform or click the link below. https://lnkd.in/eNG8FxGr #overnightsuccess #goalsetting #overcomingfailure #planningforsuccess

Failure is not who we are. In this clip from our latest episode of Planning Reimagined, our guest, Dan Lappin, provides a powerful reminder that although we may fail in a particular situation, that does not define who we are. To watch the episode in it's entirety, click the link below. Or find the episode on your preferred podcast platform. https://lnkd.in/eNG8FxGr #goalsetting #overcomingfailure?

Ever wonder how our Celeste Moya came to the world of life insurance and planning? In this interview with Judy Hoberman, Celeste shares the story of how she found her way to the industry, as well as talking about women in leadership roles and her goals for the coming year. Click the link below to read the fascinating interview in full. https://lnkd.in/eRys2-T9

We just started a new year and many folks probably set some goals for 2025.?Well, we've got just the thing to help make sure you are successful in those pursuits. In our latest episode of Planning Reimagined, Celeste Moya welcomes Dan Lappin, Founder of Lappin180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life. You can watch the episode in full at the link below or listen on your preferred podcast platform. ?? But wait! There's more! Dan has graciously offered one of our followers a free 30-Minute session on "How to get or stay on track!" Here’s how to qualify: 1?? Watch the podcast on YouTube (link below). 2?? Like the video. 3?? Subscribe to our channel. 4?? Come back here and comment on this post with “Done!” ?? Deadline: Friday January 17th We will enter all applicable entrants into a raffle and pick one lucky winner for the session. We will DM the winner on LinkedIn with more details. https://lnkd.in/eNG8FxGr #goalsetting #planningforsuccess #mindset