New division delivers uniquely personalized life insurance and long-term care strategies
Sound Income Group announces the launch of its new life insurance division, expanding its suite of retirement income planning solutions to include life insurance and long-term care offerings for its nationwide network of financial advisors. This addition will empower advisors to better address the full spectrum of client protection needs throughout retirement.
The new division will provide Sound Income Group advisors with direct access to life insurance and long-term care products paired with a consultative, personalized approach. Unlike traditional insurance models focused on product placement alone, the division is built on the principle of creating portfolios tailored to each client's unique goals, including income replacement needs and long-term care considerations. The team specializes in case design, client positioning, application assistance and underwriting navigation to ensure advisors feel confident and competent in presenting these solutions.
“Our goal is to make life insurance and long-term care a natural part of an advisor's conversation with clients,” said Daniel Sheehan, Director of Life Insurance at Sound Income Group. “I've spent decades sitting in or near the advisor's chair, so I understand how overwhelming this space can be. By combining our team's extensive experience with personalized case design, presentation coaching and end-to-end case management, we empower advisors to better serve their clients' needs while strengthening relationships built on trust.”
Sheehan brings 38 years of industry experience to the role. Prior to joining Sound Income Group, he served as Vice President of Sales at Simplicity Group. Earlier in his career, he worked directly as a financial advisor, gaining firsthand knowledge of the challenges advisors face. His leadership ensures the division remains grounded in real-world advisor perspectives, providing practical guidance rooted in both technical knowledge and empathetic client communication.
About Sound Income Group
Sound Income Group comprises three full-service firms offering investment services, marketing, coaching, practice management and franchise opportunities for the financial community. Sound Income Group operates Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm with more than $3.5 billion of total assets under management; Sound Income Academy, a coaching and marketing firm; and Retirement Income Source®, LLC, a national network of Income Specialists who help clients establish steady streams of income. Learn more at www.soundincomegroup.com.
Investment advisory services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Sound Income Group, Sound Income Strategies, LLC, Sound Income Academy, and Retirement Income Source®, LLC, are associated entities.
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SOURCE Sound Income Group
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