Guest Spotlight: Tom Buckingham
By Jack Sharry
About Tom
Tom Buckingham is the chief growth officer at Nassau Financial Group. He started in the financial services industry as an actuarial student at Nassau’s predecessor, Phoenix Life Insurance Company. Since joining Phoenix 25 years ago, Tom has held a variety of roles —leading him to develop undeniable expertise in the areas of life insurance, annuities, and much more.
Check out Tom’s LinkedIn page to learn more about what he’s up to.
Inside Tom’s Episode
WealthTech on Deck host Jack Sharry caught up with his former colleague Tom Buckingham and discussed:
- Tom’s “jungle gym” of a career trajectory.
- Why annuities have been labeled a “four letter word” in financial services — and why that label doesn’t do them justice.
- Nassau’s impressive record of customer satisfaction.
- The importance of incorporating technology into annuity solutions.
- The relationship between Social Security optimization and the income protection provided by annuities.
What did Tom talk about?
Three takeaways:
- Annuities can and should play an important role in retirement planning.
- If you can, wait to take Social Security.
- The people you work with are everything — make time to recognize them and their contributions.
How Tom answered our favorite question:
In addition to watching the U.S. soccer team, spending time with his family, and serving as board chair at his alma mater, St. John’s High School in Shrewsbury, Massachusetts, Tom has been giving back to his community for more than ten years by volunteering at Connecticut Foodshare, a community food bank. Visit the organization’s website to learn more about its mission to alleviate hunger in Connecticut.
Listen to the episode to hear more of what Tom has to say.
