Sam Duffey, CLU - Guardian Life Brokerage

Call Directions Website

Sam Duffey, CLU - Guardian Life Brokerage I help agents/advisors help clients protect income during a career, retirement, and even end of life Ashford Advisors, Inc.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. is not an affiliate or subsidiary of Guardian. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0J09024, AR Insurance License Number - 15480533. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Join us for an exclusive Broker Webinar with Tom Wall, PH.D., MBA, MSFS, CLU, CHFC, on Tuesday, October 20 at 1 PM ET.Le...
10/13/2026

Join us for an exclusive Broker Webinar with Tom Wall, PH.D., MBA, MSFS, CLU, CHFC, on Tuesday, October 20 at 1 PM ET.

Learn how whole life insurance can help clients protect what matters most through its death benefit, while also offering additional planning flexibility through features like cash value access, retirement planning support, and the ability to help navigate market uncertainty.

Don’t miss this opportunity to gain practical ideas, fresh planning concepts, and actionable strategies from one of the industry’s leading whole life insurance experts. Register here today! https://zoom.us/webinar/register/WN_XcPAOxyzTqKypEoIZLIfJg #/registration

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retir...
10/12/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.

Ever heard of a Roth 401(k)? Would one be right for you?
10/10/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
10/09/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/05/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefit...
10/03/2026

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-bei...
10/02/2026

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-being

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future fo...
09/28/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

It isn't whether you should have auto insurance - it's what kind you should have.
09/26/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/25/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Address

2828 Old 280 Court, Suite 132
Birmingham, AL
35209

Telephone

+12058439434

Website

Alerts

Be the first to know and let us send you an email when Sam Duffey, CLU - Guardian Life Brokerage posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category