Susan Wright

Susan Wright's background consists of over 20 years in the financial services industry, where she has focused on producing training and marketing materials, primarily in the areas of finance, insurance, and real estate.

She has held roles at several large insurance and investment companies - including Edward Jones Investments, Met Life, Mass Mutual, National City Bank & Nat City Investments, and A.G. Edwards - where she authored numerous marketing pieces and publications, developed comprehensive training materials, and produced educational courses and books.

Susan has been instrumental in helping to produce vast sales increases for employers and clients, due to her ability to teach industry professionals and consumers the benefits of investments and insurance, and as well as educate them on other related topics such as Medicare / Medicare Supplement, Medicaid, Social Security, and life insurance settlements.

Ms. Wright has been licensed as a real estate broker, an insurance agent, and an NASD securities broker. In addition, she has earned eight industry professional designations, including:


CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
CSA - Certified Senior Advisor
CLTC - Certified in Long-Term Care
CCFC - Certified Cash Flow Consultant
CSS - Certified Seniors Specialist

Ms. Wright earned her MBA degree in Marketing from St. Louis University, and her BA degree in Communications from Michigan State University.

Susan is the creator and owner of Senior Transitions Group, LLC, a company providing online resources in the areas of finance & insurance, real estate, medicine, and law for seniors with diverse needs.

Susan is also the owner of Insurance Promotion Services, a company that specializes in writing training and marketing materials for insurance, fi