Nassau Financial Group

06/03/2026

Retirement planning can be complex.

For example, it’s not only about how much you’ve saved. It’s also about how savings may help generate income over time.

This is called income planning.
It focuses on things like:
- Structure
- Predictability
- Duration

Speak with your financial professional for help determining if you need to shift from saving alone to planning for retirement income.
Because retirement income structure can play an important role.

Learn more:
Engage with Nassau’s Prime Life Podcast: https://primelifepodcast.com/podcast/

06/02/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in Parade. He shares his perspective on why it’s important for retirees to have “sustainable income” once they retire.

Your Current Retirement Strategy Might Not Survive the 2026 Inflation Surge

According to Buckingham, “For people nearing retirement, the bigger question is no longer just how much they have saved; it is whether they have a plan to create a dependable income for what could be a 25- or 30-year retirement.”

Read the full article by Lauren Wellbank:
🔗 Parade https://parade.com/news/economic-report-offers-a-mixed-bag-for-retirees

06/01/2026

June is National Annuity Awareness Month.

Throughout the month, we’ll be sharing educational insights focused on retirement income planning, long-term financial realities, and the evolving retirement landscape.

Because retirement planning today is about more than accumulation alone.

05/29/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in TheStreet & Nifty50+, sharing perspective on the role fixed indexed annuities can play in retirement savings.

Why annuities are often misunderstood — and what they actually do
“Annuities are designed to provide guaranteed income.”

Tom breaks down one of the most misunderstood areas of retirement planning and explains what annuities are actually meant to do, create stability, predictability, and income that lasts.

Read the full article by Gabrel Vito:
🔗 TheStreet: https://www.thestreet.com/personal-finance/why-annuities-are-often-misunderstood-and-what-they-actually-do

🔗Nifty50+: Why annuities are often misunderstood — and what they actually do - Nifty50Plus

05/15/2026

Discover How Nassau Financial Group is Supporting Hartford’s Emerging Talent Pipeline on Pulse of the Region

This week on the MetroHartford Alliance’s Pulse of the Region, Nassau Financial Group’s Kaleigh Scarfo, HR Specialist, joins Lauren Zevetchin, Executive Director of Hartford Young Professionals & Entrepreneurs (HYPE); Bruce Soltys, Vice President of Emerging Talent at Travelers; and Angela Pannesco, Engineering Development Program Manager at Travelers, for a conversation about the power of internships in shaping the Hartford Region’s future workforce.

As the region prepares to welcome thousands of interns this summer, Kaleigh shares how Nassau’s internship program creates meaningful opportunities for students to gain hands-on experience, build connections, and explore long-term career paths within the financial services industry. The discussion also highlights how organizations across Hartford are investing in emerging talent to strengthen the region’s workforce pipeline and retain young professionals.

The episode also spotlights HYPE’s Summer Intern Mixer on June 11, which brings interns together from across the region to network, engage with the community, and experience all that Hartford has to offer. Learn more at https://www.hypehartford.com.

You can access the episode at pulseoftheregion.com, Spotify, Apple Podcasts, and Amazon Music 🎧

05/06/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in Insurance NewsNet, sharing perspective on mid-life financial planning for women.

Midlife planning for women: why it matters and how advisors should adapt
Tom speaks to a broader shift from products to purpose.

“Midlife women aren’t looking just for more options; they want clarity around income, flexibility, and how their plan holds up if life changes, including longevity and rising costs,” said Tom Buckingham, chief growth officer at Nassau Financial Group.

Read the full article by Ann Baluch:
🔗 Insurance News Net https://insurancenewsnet.com/innarticle/midlife-planning-for-women-why-it-matters-and-how-advisors-should-adapt

Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.

04/24/2026

Take a Child to Work Day at Nassau was a meaningful reflection of what matters most to our team. Family, connection, and investing in the next generation.

We were proud to provide employees the opportunity to bring a child who is part of their lives into our offices, offering a firsthand look at our culture, our people, and the impact they have every day.

Over 125 children and 50 employees participated remotely, and from our Albany, Hartford, and New York City offices. A special highlight was a virtual company-wide meeting where children from across the organization met each other and shared what they have been doing at work.

Nassau children participated in hands-on work, building-wide scavenger hunts, office bingo, and re-designing our volunteer t-shirts, among other activities.

The day culminated in all our offices with a volunteer event to bring Nassau employees and the children even closer to the important value we place on community service.

Take a Child to Work Day is more than just a tradition. It’s an opportunity to open our doors, share our values, and inspire the next generation by leading by example.

04/20/2026

We're hiring for a Customer Service Representative

Primary point of contact for servicing our life and or annuity business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage, servicing clients, and advisors. Responsible for resolving any inquiry presented by responding in a courteous, efficient, and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.

Learn more and apply: https://nfg.link/3QiVpff

04/17/2026

Nassau is proud to continue to support the Insurtech America Symposium in Hartford, reinforcing our continued commitment to advancing innovation across the insurance ecosystem.�

Nassau leaders were deeply engaged throughout the event, sharing expertise, leading conversations, and helping shape the future of our industry across four key panel discussions.�

Our team brought forward critical perspectives on some of the most pressing challenges and opportunities facing insurance today:

Governance & Innovation: Gus Cheliotis shared insights on balancing accelerated innovation with regulatory expectations, highlighting the importance of trust, transparency, and accountability.

Talent & Transformation: Laura Dinan Haber led a timely discussion on building digital-first organizations, addressing workforce shifts, evolving operating models, and the imperative to upskill talent in a rapidly changing landscape. Laura also served as Stage Emcee and contributed to the Innovation Content Consortium.

Core Modernization: Neel Datar explored pragmatic strategies for modernizing legacy systems without disrupting the business, emphasizing incremental transformation and measurable value.

Strategic Intelligence: Jordan Price discussed how insurers can translate complex data into actionable, enterprise-wide risk insights that drive smarter decisions.�

We were also proud to have Jessica Fayle contribute as a Stage Emcee, helping guide key conversations throughout the symposium.
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Beyond the main stage, Nassau continued its strong support for advancing women in insurance leadership as a sponsor of the EmpowerHER event. We were honored to support three Nassau attendees, Kate Geisler, Kathleen Sullivan, Mackenzie Heslin
and to have Laura Dinan Haber participate as a panelist in “Follow the Money: Investment, Capital and Women Changing the Game,” highlighting the critical role women play in shaping capital and the future of insurance and insurtech.
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Events like these underscore Nassau’s commitment to fostering innovation, investing in talent, and supporting a more inclusive and forward-looking industry.

�We’re excited to continue collaborating with partners across the insurtech ecosystem to drive meaningful progress.

04/16/2026

Proud to share that Nassau has once again been named a Top Workplace in Albany by the Times Union.

This recognition, based entirely on employee feedback, reflects the strength of our culture and the people behind it. We’re honored to be among 57 local companies recognized for 2026, our fifth time on this prestigious list.

Grateful to be part of a team that continues to show up for each other and for those we serve.