Spencer Goodrich on Protecting Families’ Futures
In this episode of The Financial Sandbox, Herb sit down with Spencer Goodrich, a financial service wholesaler with Forbridge Financial. Spencer has spent 11+ years helping advisors protect their clients’ retirement assets with tools like life insurance and annuities.
But this conversation goes beyond products—it’s personal. Spencer shares how losing his mom at a young age shaped his mission to ensure families are financially protected, and why communities of color need to break the taboo of talking about life insurance.
They dig into:
· The difference between IL (Index Universal Life) and VUL (Variable Universal Life) policies
· Why timing matters—but it’s never too late to protect your family
· How life insurance can be a tool for building generational wealth
· Tackling cultural barriers to financial planning in communities of color
· And yes—what Superman has to do with being a fiduciary
It’s a powerful mix of financial education, personal story, and real talk about protecting your future.
Spencer Goodridge is a Divisional Vice President at Corebridge Financial since September 2022, following a brief tenure in the same role at AIG from January 2022 to October 2022. Prior experience includes serving as a Regional Sales Consultant for External Markets at CUNA Mutual Group, an Internal Client Advisor at J.P. Morgan Asset Management, and various roles at Nationwide Financial, including Regional Annuity Wholesaler and Financial Services Case Manager, spanning from 2014 to 2020. Spencer earned a Bachelor of Science in Business, Management, Marketing, and Related Support Services, as well as an Associate of Science in Business Administration and Management, both from Franklin University.
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Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell investments. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance offered through Concorde Insurance Agency Inc. (CIA). Thordwood Financial is independent of CIA and CIA.
