Nassau Financial Group

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in Annuity.org, answering the question: “What’s the biggest MYGA mistake you see clients make when rates shift?” As Tom notes, “The biggest mistake is making a long-term retirement decision based on where interest rates might go next.” With many retirement savers closely watching Federal Reserve announcements and interest rate forecasts, Tom emphasizes the importance of focusing on overall retirement goals rather than attempting to time the market. He also highlights the need to consider factors beyond an advertised rate, including contract provisions, liquidity needs, and how a Multi-Year Guaranteed Annuity (MYGA) fits within a broader retirement income strategy. Read the full article featuring Tom Buckingham: https://lnkd.in/evXQ6ZW4 #RetirementPlanning #Annuities #MYGA #RetirementIncome

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in Smart Senior Daily, addressing one of the biggest questions in modern retirement planning: what happens to your money if you live to 95? Longer lifespans are reshaping how Americans think about retirement income. As Tom notes, “Retirement planning isn’t just about building assets. It’s about structuring them to support the life you want to live, for as long as you live it.” With fewer workers expecting pension income and more retirees relying on their own savings to last 25–30 years or more, the focus is shifting from accumulation to creating reliable, sustainable income. Read the full Q&A by Tom Buckingham: https://lnkd.in/e_vx4pVX #Annuities #Longevity #RetirementPlanning #GuaranteedIncome

Nassau Financial Group was pleased to welcome Connecticut Insurance Department Commissioner Josh Hershman to meet with our intern cohort for a thoughtful conversation about careers, insurance regulation, and the future of the industry. Commissioner Hershman shared insights from his career journey, discussed the role of the Connecticut Insurance Department, and offered a regulatory perspective on how regulators and companies engage in a changing financial services landscape. Our interns also had the opportunity to ask questions about topics ranging from AI and innovation in insurance to the skills that can help early-career professionals succeed. Thank you to Commissioner Hershman for spending time with our interns and supporting thoughtful conversations about insurance, regulation, innovation, and career growth.

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in InsuranceNewsNet, sharing insights on how advisors can help clients balance guaranteed income, portfolio growth, and financial flexibility through partial annuitization. As retirement planning becomes increasingly complex amid market volatility, inflation concerns, longer life expectancies, and uncertainty around traditional income sources, many retirees are looking for ways to create greater confidence in their financial future. As Tom explains, “Partial annuitization allows guaranteed income to complement existing sources of retirement income while keeping the remainder of a portfolio available for growth, liquidity and legacy goals.” Rather than viewing annuities as an all-or-nothing decision, partial annuitization can help clients secure essential income needs while maintaining access to investments designed for growth and long-term objectives. Read the full article: https://lnkd.in/ec8gv9FZ #Annuities #RetirementPlanning #FinancialWellness

Our Finance team recently swapped spreadsheets for shovels during a volunteer day at the Chrysalis Center Food Forest, helping weed, mulch, and maintain the space alongside one another. There was plenty of teamwork, a little friendly competition, and even a few unofficial awards earned along the way. It was a reminder that some of the best team building happens even outside the office. Thank you to everyone who participated and helped make the day a success! #NassauCares

We're hiring for an Analyst - Actuarial Join a team that is creative, efficient, thorough, and fun. Nassau Actuarial offers an enthusiastic environment where individuals take ownership and pride in their work. We focus on core actuarial expertise to empower dynamic and creative solutions. Candidates will participate in a personalized 12 to 24-month rotation program and gain exposure to life, annuity, and accident and health products in a variety of roles, including product development, actuarial management, modeling, corporate actuarial, risk management, and others. Receiving valuable technical training and developing leadership skills through various corporate programs and one-on-one mentoring. Learn more and apply today: https://nfg.link/44n0Uxh

Last week, Nassau was proud to host the 2026 Actuarial Bootcamp in partnership with Connecticut Insurance and Financial Services (CT-IFS), welcoming 23 aspiring actuaries for a week of learning, networking, and professional development. Throughout the week, students explored what a career in actuarial science looks like, from sharpening technical skills and preparing for professional exams to gaining insight into the evolving insurance industry. Students heard from Nassau leaders, including Chief Actuary Michael Donovan, as well as industry experts who shared insights on insurance, innovation, entrepreneurship, and career development. One of the week’s highlights was a panel of early-career actuaries and professionals, where students had the opportunity to ask questions, hear about real career experiences, and gain practical advice as they begin their own journeys. The week also included a social hour in our courtyard, giving students and Nassau employees a chance to connect over dirty sodas before celebrating the program’s conclusion at commencement. Thank you to everyone who shared their time and expertise to make this year’s bootcamp a success. We look forward to seeing where these future actuaries go next!

Our Enterprise Risk Management team recently spent the morning volunteering for House of Bread, preparing and delivering more than 200 lunches for community members in need. House of Bread is a Hartford-based nonprofit dedicated to addressing food insecurity by providing daily meals, groceries, and supportive services to individuals and families. Our team was proud to support its community meal program by helping prepare lunches for those who rely on these resources. Thank you to all of our volunteers for making a difference and to Monica Bassette for coordinating this impactful event. Nassau is proud to support organizations that strengthen our community and encourage others to get involved and give back. #NassauCares

Giving back means helping create stronger, more welcoming communities. Earlier this June, Nassau employees volunteered at Chrysalis Center, helping refresh the grounds with landscaping and mulch. Together, their efforts created a more welcoming environment for clients accessing important services and resources. Chrysalis Center provides critical services including housing, food, recovery support, community programs, and employment opportunities to individuals and families working to overcome challenges such as homelessness, mental health struggles, and addiction. Their mission helps people transform their lives and build a stronger future. We are proud to support organizations like Chrysalis Center and grateful to our employees for giving their time to make a difference. #NassauCares

As America celebrates 250 years of independence, we are proud to reflect on a legacy that spans generations and even more excited about what lies ahead. With roots tracing back to 1851, Nassau’s story is deeply connected to the story of American innovation, resilience, and opportunity. Today, we continue building on that foundation by delivering insurance solutions that help Americans achieve greater financial security while investing in technology, talent, and the communities we call home. All of us at Nassau are inspired by our history and excited for our future. Here’s to honoring the past, embracing innovation, and creating opportunities for the next generation in Connecticut, and across America. Learn more: https://lnkd.in/gPhyRWUK?