James Matthew Edwards has been a financial services professional for 25 plus years.  He has both directly and indirectly worked with over 10,000 clients through financial planners, insurance brokers, investment advisors, certified financial planners, certified public accountants, attorneys, and influenced many others through The Financial Insider radio show.


“This is more than an annuity book; it’s about how my money should be invested.  No one has ever explained to me that as I get older, I should adjust my investment accounts to keep my money safe!  Thank you for giving me the inside scoop.” –C. Ashley-Siquenza

“I never understood annuities or how valuable they can be to my financial portfolio.  I certainly do now, and have since added them to my investment accounts as my safe money fund.” –S. Mertz

“I’ve heard so much about allocation and diversification, but I never knew what it meant until I read your book.   Thanks for making it easy to understand.” –S. Sharp

“After reading your book, I have a much better understanding of the various aspects of annuities and how my money should be invested.  Thanks for empowering me.” –R. Clark

“What a great book!  If I had read your book a year ago, it would have saved me over $100,000 in my investment account.  Thank you for all your help and for putting me back on track!” –S. Reagan