The Secret Of My Success – The J.D. Mellberg Story

Joshua David Mellberg and his team of over 350 financial professionals across the country have generated billions of dollars in annuity sales. He started out holding informative retirement income planning seminars for retirees and pre-retirees, up to four per week. Today, this approach has expanded to reaching over ten million people who have visited his websites and watched his retirement income planning videos. Many in the retirement income planning industry consider him to be one of the top income strategists in the country. He has earned dozens of industry awards, and is often requested as a product consultant by financial institutions and insurance companies. In everything he does, Josh firmly embraces his principles of helping people become more informed and empowered during their retirement income planning process, and working to design the strategies to meet their financial needs and goals in retirement.

Josh not only specializes in retirement income planning, but holds monthly and quarterly training events for financial professionals throughout the country. Licensed for life insurance and annuity sales in 50 states, and a Registered Investment Advisor with a Business Management degree from Western Michigan University, he has been featured in Yahoo! Finance and seen on CNBC. Josh is founder and CEO of J.D. Mellberg Financial, based in Tucson, AZ.

Since its inception in 2005, J.D. Mellberg Financial has focused on retirement income planning for retirees and pre-retirees through proprietary strategies leveraging annuities. J.D. Signature Annuity Strategies are custom-designed to help provide income they can never outlive.

J.D. Mellberg Financial has been recognized as one of the fastest-growing private companies in the U.S. on Inc. Magazine’s Inc. 500|5000 list for four years running. People all across the United States have visited J.D. Mellberg’s websites, and Josh’s popular financial information videos have been downloaded and viewed more than 4 million times over the past year, with an average of about 350,000 visitors each month.