CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?

Darlene Munson



Darlene Munson

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Learn More About Me

My name is Darlene Munson. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I specialize in helping people create a quality of life during their retirement. I hold a wealth of knowledge of insurance and retirement planning strategies to help every single one of my clients. I like to focus on techniques and products that match my clients’ core values in order to best serve them.

Thanks to my extensive experience, I have access to over 1,000 products for my client. My techniques are not the traditional “cookie cutter” approaches taken by others. For me, it is imperative that I sit and analyze my client’s needs to find a perfectly customized match.

I like to think of myself as someone who is an active listener. It is very important to listen carefully and reiterate a client’s goals to confirm their perfect financial match. Once I know the goals of my clients, I use different analytical platforms to evaluate each product to the best mix of return, safety and liquidity. I like to make sure I include ways to create tax-free retirement cash flow that can last a lifetime.

I was born in Minneapolis and have lived in Minnesota all my life. I was the President of Stop SIDS Minnesota. As I lost my 3-month-old son on my birthday, I decided to become an advocate for change. I went on to help many families whose child was stricken with this devastating condition and raised money for the cause.

Even though I currently live in Minnesota, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you firsthand how various income strategies may work for you and your specific goals.

I work with a team of professionals and we do our best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. Our team conducts all meetings over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.

Darlene Munson

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download our retirement guide
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