Acquisition provides continuity for clients while offering a succession solution for retiring annuity and insurance professionals.
ATLANTA, Sept. 2, 2026 /PRNewswire/ — Ty J. Young Wealth Management, a nationally recognized wealth management firm specializing in retirement income strategies, today announced the acquisition of Senior Insurance Services, an insurance firm led by Eric Rudd in Washington, Missouri.
As Rudd transitioned out of the insurance industry, ensuring that his clients continue to receive personalized attention and guidance was a key priority. He selected Ty J. Young Wealth Management to provide continuity of service while giving clients access to the firm’s broader wealth management resources and retirement planning expertise.
“We are grateful for the opportunity to carry forward the relationships Mr. Rudd has built with his clients,” said Ty Young, CEO of Ty J. Young Wealth Management. “As an annuity book of business buyer, our goal is to keep your clients cared for by providing the attention, service and guidance they need. We acquire annuity books with a commitment to making each transition personal and seamless. We look forward to earning their trust and building lasting relationships for years to come.”
The acquisition is part of Ty J. Young Wealth Management’s continued expansion through partnerships with retiring insurance and annuity professionals. For advisors considering exiting the annuity business, the firm provides a path for transitioning into retirement or another business while prioritizing care for existing clients.
Ty J. Young Wealth Management also works with professionals exploring succession for retirement-income and FIA advisors, addressing one of the most important questions facing retiring producers: “Who will service my annuity clients?” Earlier this year they launched a resource specifically for advisors who are contemplating exiting their business.
About Ty J. Young Wealth Management
Ty J. Young Wealth Management is one of America’s largest independent wealth management firms. Founded by Ty J. Young in 1998, the firm manages more than $1 billion in assets for nearly 10,000 clients nationwide. They are recognized as a thought leader in investment management, retirement planning and insurance with Ty Young frequently being featured on CNBC, Forbes, Fox Business and more. Learn more about Ty J. Young Wealth Management at: https://www.webuyannuitybooks.com/
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SOURCE Ty J. Young Wealth Management
