Susan Lyn Sykes
Susan Lyn Sykes is a dedicated Licensed Life Insurance Producer & Retirement Solutions professional who helps middle-income clients secure their retirement and life-planning goals through her ability to use the resources available with Equis Financial and Integrity. Drawing on her extensive background in education and her service in the National Guard, Susan emphasizes transparency, responsibility, and a client-centered approach, guiding households to create income they will not outlive while maintaining ethical and sustainable business practices. Before entering the Life Insurance industry, Susan enjoyed a long and impactful career as a Special Education Teacher, starting in 1993, where she supported students with ADHD, autism, and other learning challenges. Her hands-on experience with children facing diverse needs, coupled with her commitment, reflects a blend of leadership, resilience, and lifelong learning. She holds a bachelor’s degree in Early Childhood Education and Special Education from the University of Tennessee at Martin, where she was active in Sigma Kappa sorority. She brings the discipline and strategic mindset honed during 14 years in the National Guard to her work in retirement planning and community engagement, creating meaningful impact for her clients and her teams.
• Insurance Producer License
• University of Tennessee at Martin- Bachelor's
• Honors & Awards
• Army Commendation Medal
• Gulf War Service Medal
• Sigma Kappa Sorority
• National Guard (14 years)
• Integrity
• Equis Financial
• Philanthropic initiatives
• Volunteer supporting financial literacy
• Volunteer mentoring young adults
What do you attribute your success to?
I attribute my success to my relationship with God. I have experienced opportunities to become more teachable, more kind and caring about the needs of others. Keeping the Weekly and Annual Sabbaths since 2008 have changed my life. I have learned that sometimes, I am the one in the way based on what I am thinking. I strive not to judge others the way I see things and this is a constant struggle, but there is much peace to be had. I am able to look at the animals and I am absolutely amazed at how God designed them. I watched the squirrels and became aware that they just knew to store their nuts in the warm weather. They also had many different places they stored them, but especially in the snow, I had the pleasure of watching the squirrels find their nuts in the various places. I look at the stars above and I am able to feel my littleness knowing there is a great creator with a plan. It keeps things in perspective. What is important and what is not.
What’s the best career advice you’ve ever received?
The best career advice I ever received came from Nick Burns of the Burns Group. I was talking to him early on about recruiting agents and sharing how wonderful Equis Financial was, yet there was something that I was not getting through. He, a seasoned, 25 years in the business asked me, 'How many apps have you written? How much business have you written?' When I said I was close but hadn't written any business yet, he said, 'Girl, you start writing business. You're gonna believe.' And he was absolutely 100% right. Once I started writing business, I did believe. That made an absolutely tremendous difference. I learned I must believe in what I do.
In this time, I highly regard the very accessable interactive training every day. I appreciate my mentor who asks before he begins. "Do you want a cheerleader or a coach?" I say, "I want a coach." Why? It certainly is not easy being on the hotseat, but I am all the better for it. Even though it is a team zoom call, everyone has to keep quiet while the one "on the hot seat." is presenting. There are so many time outs. But each time, Kyle Keator brings out so much in agents. Some things he notices that we do not even notice we are doing! I am very thankful to be in the Teacher Lead Platform. It builds in me great ability to help educate teachers, assistants and state workers on how they can suppliment their retirement with tax free choices.
What advice would you give to young women entering your industry?
I can say that Equis Financial regards women on a very high standard, something that is just not seen on the street or in any other situation. They actually have a Winning with Women on Wednesday. Our top producer is a woman - Deanna Cooper, who was a parole officer. She's on her second year of $1.5 million with her own pen, and everybody looks up to her. She only started building a team this last summer and she is really gathering the ones who are going to work. I can so appreciate her explanation. We have the same Life Insurance producer license, the same 24 hours in a day. We all have access to high quality leads. She says, ' I have more leads, I do more work.' There's so much down-to-earthness to this company. Our CEO Barry Clarkson says it's not about the flashy cars, it's about being responsible. Once you start making money, it's not about spending that money. You need to invest back in your business, which I'm doing. That's really, really important to me - to invest everything back in my business, make sure I pay down any debt.
What are the biggest challenges or opportunities in your field right now?
The biggest challenge is definitely not explaining everything, but to wait, have moments of asking questions and just wait. Let that still time happen. This is so that clients actually understand what we're providing. We're big in Equis Financial about having clients that are going to be needing our services the rest of their life, so we do annual reviews and color of money assessments where we can assess their risk and how much they need to have money in risk versus safe areas. One challenge is that so many people, when they hear life insurance, they just think of the death benefit, but I'm excited to explain that life insurance has changed - it's not just a death benefit anymore. We provide all kinds of different products that are Green Line Company products where they don't lose money when the stock market goes down. The opportunity is really about helping middle-income America with affordable solutions, providing people like convenience store workers with a pension by putting in just a little bit every month so they will have an income that they will not outlive.
I am excited to have even more access to retirement tools. I just went to a Retirement Solutions University and I passed my exam. This opens doors to even helping business owners who are looking to find a way to avoid such high taxes, while they provide retirements for their hard workers. I am also with experts with many years in the field who I can refer people or businesses to. I get to participate and I receive 50% commission just for referring. This is huge because there are very few big insurance companies who will work with businesses with employees less than 1,000. That is where I can come in.
What values are most important to you in your work and personal life?
To be completely transparent and truthful, even when it's uncomfortable. My husband and I have a very, very close relationship, and it's just getting closer. It doesn't happen easily - it's something that has to be maintained. There's a lot of sacrifice involved with that. Putting somebody before myself is not easy. I'm also learning to allow my 21-year-old son, who has a language impairment, to go out and get a license and get a job. He just came back with me from a retirement solution convention in Delray Beach, Florida, and it was an amazing experience to have him there. He's working on getting his insurance license - he didn't pass the first time, but he's taking it again this Friday, and I believe in him.