NAIFA-FSP WEBINAR SERIES

Curtis Cloke, CLTC, LUTCF, RICP is a recognized thought leader and known as one of the brightest minds in retirement education and retirement academia today. He is a true leader of the financial literacy movement. His commitment to educating others has taken him on the speaking circuit and inspired him to write curriculum and record many sessions for the “Retirement Income Floor” segment of the RICP® professional designation created by The American College of Financial Services where Curtis serves as an adjunct professor. Curtis also founded “THRIVE@ University”, a two-day intensive advanced mastermind retirement education bootcamp for financial professionals. Curtis began his career in 1987 as a financial professional with Prudential Financial. He later founded his own firm, Acuity Financial, Inc. He also founded Thrive Income Distribution System® and retirement income planning software known as Retirement NextGen (RNG). 

Today, Curtis serves as an international keynote speaker inspiring his audiences while empowering them with new knowledge from the stage. Curtis actively engages his audiences with his passion, knowledge, and love for the art of retirement planning. Financial professionals today are looking for ideas that attract new clients and retain existing ones. He will speak on the emotional connection with his famous, “Getting to the Heart of the Matter” process that helps build skills advisors desire and need to connect both emotionally and financially with their perspective clients. His training skills teach how to flow through a client-driven journey of discovery that ultimately creates final solutions to close the deal. He incorporates the power of insurance guaranties with annuities and life insurance, while bringing it all together with the necessity of more traditional investments. Curtis breaks through the myths and biases financial professionals may have along with many objections often heard from retirees. As a developer of tax-centric retirement planning software, he knows the math and science od what really impacts financial outcomes. 

With a track record of spot-on media commentary, Curtis’s expertise has been featured in Fox Business News, Spotlight TV, Moving America Forward with William Shatner, The Money Show, CNBC, Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel magazine, DepositAccounts.com, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV commentary and has appeared in many podcast online retirement programs.