James Underwood
Director of Annuity Sales at V2 Financial Marketing, an AmeriLife company.
James is the Director of Annuity Sales at V2 Financial Marketing, where he works with independent agents and advisors to design retirement plans by using unique insurance products. He joined the V2 team in 2015 and previously oversaw training staff and implemented new programs as a Personal Training Director.
Recent Articles
The Emotional Side of Planning: Helping Families Overcome Financial Avoidance
June 2026
Financial procrastination is one of the biggest “silent killers” to a family’s long-term security. Most people know they should update their insurance, put a will in place, or map out their retirement income, but they often wait instead. It’s not because they don’t care; it’s often because these decisions feel heavy, complicated, or emotionally uncomfortable. …
Start Medicare Advantage Conversations with Healthcare Needs, Not Extras
September 2026
By Matthew Graham A Medicare Advantage enrollment conversation often starts with the topic of benefits. Questions about OTC allowances, transportation assistance, meal programs, dental coverage, and other supplemental offerings are common since beneficiaries see those benefits in advertisements, hear about them from friends, and encounter them throughout enrollment season. But healthcare decisions rarely stop at …
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