Alma Sucic, Northwestern Mutual (North Fulton Business Radio, Episode 580)
Alma Sucic, a financial advisor with Northwestern Mutual, joined host John Ray to share her inspiring story of resilience: coming to the United States as a Bosnian refugee, surviving and recovering from a major automobile accident, and the passion she subsequently developed for helping individuals and family with financial protection. Alma discussed why life insurance is so vital for all ages, income protection through disability and the difference between personal and company coverages, planning for retirement, long term care needs, and much more.
North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
Northwestern Mutual
Northwestern Mutual helps you live the life you want, and the life you never thought you could. When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier.
They believe in doing the right thing. To them, the right thing is making sure their clients won’t have to worry about their finances. That they won’t have to wonder if the lives they see for themselves, and their families, is possible—they’ll know it is. That’s because the financial strategies we recommend are based on each client’s life and priorities, and every financial plan is specifically designed to help them reach their unique goals.
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Alma Sucic, Financial Advisor, Northwestern Mutual
Alma is a Bosnian Refugee that came to the USA at age 21 after going through the war in Bosnia. She works on her development and learning new cultures and new systems. It was through her own hardship and a car accident that almost cost her own life that she realized the importance of having protection in place.
That is one of the main reasons she chose to become an advocate and Financial Fiduciary Advisor and educate people on what’s possible and what’s needed to protect themselves, their livelihood, income, loved ones and to leave a legacy.
Questions and Topics in this Interview
- Why everyone needs life insurance
- Income protections through disability and the difference between personal and company protections
- Planning for retirement
- Long term care needs
- Protection your legacy and beneficiaries
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
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Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.
Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.
