Beginning March 29: To help insurance agents and financial advisors like you guide clients in making critical wealth, health and life decisions we will be moving our coverage from to

Our comprehensive coverage will help you expand your knowledge base and adapt a new client-centric approach that incorporates both insurance and investment solutions.

ThinkAdvisor’s new Life/Health channel is your roadmap to thriving in a disrupted environment.


Filed Under:Annuities, Fixed Indexed

Behind the scenes with Vicki Gunvalson [VIDEO]

“Plan for the unplanned” is a motto of Vicki Gunvalson’s and it’s been a theme of hers since losing her father to Alzheimer’s. 

See also: Meet the reality TV star with the $15M annuity business

The family hadn’t planned for the catastrophic care that the disease requires and Gunvalson, owner of Coto Insurance & Financial Services, has dedicated her insurance career to helping clients make plans for the unexpected through safe money choices. 

In this exclusive interview, Gunvalson, who is also the star of The Real Housewives of Orange County, sat down with editor Daniel Williams. Among the topics they covered: how to grow a successful retirement practice, client appreciation events and succession planning. By planning for the unexpected, Gunvalson has built a $15 million a year annuity business. Her hit TV show begins its 10th season June 8 on Bravo.


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Nichole Morford

Nichole Morford
Managing Editor

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