Suzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA

Vice President of Underwriting & New Business

Executive Leadership & Private Client Group

Suzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA

Combining underwriting expertise with transparent leadership to help place better business.

With 25 years of experience in the financial services industry, Suzanne has built a distinguished career that encompasses underwriting, operations, and executive leadership. Known for her client-oriented approach, Suzanne has a passion for combining underwriting knowledge and education with a holistic business approach to help write profitable business and improve advisors’ relationships with their clients through the underwriting process.

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Suzanne was most recently the VP of Operations at National Western Life in Austin, TX and has eight years of experience with MassMutual Underwriting. As a leader, Suzanne believes in a culture of communication, transparency, and collaboration to get the best results. This has been evident for all of us at Coastal Wealth that have worked with her before, and we believe her relationships with the home office will help place our business more quickly and with better communication of decisions.

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Suzanne holds a Bachelors in Business from Baylor University and an MBA from the University of Texas Austin.  She has numerous financial and underwriting designations and actively participates in industry conferences and seminars, sharing insights on best practices in underwriting and leadership.

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Suzanne lives in Austin with her husband Patrick and her two active and expensive teenagers. She is a certified sommelier and hopes to share her passion for wine with all of you.

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Career Snapshot

Vice President of Underwriting & New Business

– Coastal Wealth

8 Years of Underwriting Experience –

MassMutual

25 Years

in the Financial Services Industry

MBA

– University of Texas at Austin

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA