President, Golden Retirement Advisors
Jerome S. (Jerry) Golden has been recognized as one of the financial services industry’s leading innovators, having played an important role in the creation and adoption of several major financial products over his career. Jerry is President and CEO of Golden Retirement Advisors (GRA), and developer of the Savings2Income planning method.
Jerry was previously President of the Income Management Strategies Division of MassMutual, where he developed the patented Retirement Management Account, described by Cerulli Associates (recognized experts in researching asset management and distribution trends worldwide) as the “quintessential managed account platform for retirement income”.
As an Executive Vice President of AXA Equitable, he led development, management, and marketing of the Accumulator Variable Annuity which reached $15 billion in annual worldwide sales. With this innovation and others, Golden has been called the father of modern variable annuities.
Jerry has appeared on CNNfn, Fox News, and Bloomberg Radio, and he and his research have been featured in many leading financial publications, including Financial Planning, Investment News, and others, as well as numerous consumer-oriented publications and daily newspapers. His proposal for Social Security reform appeared in Bloomberg News online.