Marty Duggan, CLU®

Licensed Annuity Investigator

More About Me

My name is Marty Duggan. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients across the country find ways to generate more retirement income and learn how to grow and protect their money securely during these turbulent times.

Despite the current market volatility and elevated interest-rate environment, there are still strategies you can implement right now to ensure you do not run out of income while keeping your money protected from future market downturns.

While most financial advisors are more than happy to offer investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term, sustainable income—while protecting your money—so you can spend with confidence in your retirement.

I’ve been in the insurance industry since 1987. Previously, I served in the U.S. Army as a Military Policeman from 1977 to 1981 at Fort Huachuca, AZ. In 1987, I began my career with Allstate. For the last 30 years, I’ve served thousands of clients and built a successful career in the insurance industry. Recently, I became an independent annuity investigator so I could partner with Annuity Gator.

Since I was 13 years old, I aspired to serve and was drawn to the annuity business after seeing the benefits annuities provide in helping clients retire with confidence and peace of mind. The rewards I receive for doing my job well go beyond financial—they are also personal, as I know I have positively impacted the people I serve.

When not working, I enjoy spending time with my wife, Janet, our two children, Jared and Emily, and our three grandchildren. Being a better husband, parent, and grandparent for my family are paramount. My life motto is, “Don’t believe everything you think!” I also love the quote, “Don’t compare yourself to other people; compare yourself to who you were yesterday.” — Jordan Peterson.

I reside in Maine, and although my office is physically located in Kennebunkport, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually, but we can also share computer screens so that we are all on the same page. This allows you to see firsthand how various income strategies may work for you and your specific goals.

I strive to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. My meetings can be conducted over the phone or virtually, meaning you do not need to leave your home or visit my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you achieve your retirement goals.

Sincerely,

Marty Duggan