Our Year In Review: 2015

Our Year In Review: 2015

December 31, 2015 – As 2015 draws to a close, we thought we’d take a moment to give you an inside look at what kind of year it’s been here at Finn Financial Group.

2015 Success

Finn Financial Group: 2014 Versus 2015

2014 was a very good year.

But 2015 was a SENSATIONAL year!

By every possible measure, 2015 was our firm’s most successful year since its inception almost six years ago.

Just compare the stack of successfully concluded files on the left (2014) to the one on the right (2015) in the photo above to get a sense of how many more people we were able to help this year.

By The Numbers

Requests for New Quotes – 144 calls/emails for assistance with new case referrals this year versus 111 last  year (30% increase)

Of these, 61 were successfully concluded with annuities, 32 were closed without an annuity (in some cases because our evaluation determined the client would be better off with cash) and 51 remain open pending further consideration as the case develops.

Individual Annuities Placed – 93 successfully concluded annuities this year versus 70 last year (33% increase)

Not counting the pending client referrals we will be finalizing in 2016, we were busy helping someone finalize their claim or lawsuit nearly every other day of the work week.

By The Immeasureables

The most gratifying part about having a boutique structured settlement and specialty annuity income planning firm is knowing that we are small enough to remain personally engaged in helping people put their financial lives in order every time they reach out to us.

And we just love rising to the occasion to help people when they need us.

Whether we’re helping somebody whose life has been turned upside down due to a catastrophic injury or the death of a loved one or whether someone is reaching that point in their life when they need to make that difficult, emotional transition from life in the workforce to life in retirement, we are extremely honored they continue to seek us out for our professional guidance and expertise.

What’s Next?

As we trade one calendar for another, looking ahead to 2016 we’re eager to continue making good on our pledge to always serve as a reliable advocate to you for all your structured settlement and specialty annuity needs.

Sometime in 2016, our firm will cross the lofty $100,000,000 threshold of total annuity dollars placed. Because we understand that clients would never place those kinds of dollars with companies they don’t trust, we never lose sight of the fact that it is YOUR trust in us that enables us to continue our mission of helping secure people’s futures. Thank you for your ongoing vote of confidence.

So here’s to YOU!

And here’s to Us being able to help YOU in 2016 and beyond.

Thank you again for the continued opportunity to be of service to you and best wishes for good health, much happiness and unending success however you choose to measure it in 2016 and beyond.

Happy New Year!

Anoop Krishnan

Image courtesy of Anoop Krishnan at FreeDigitalPhoto.net


Finn Financial Group