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Table of Contents Media Kit
BiographySeminar ExperiencePowerful PresentationsCertified TrainingFeatured in the MediaIndustry TestimonialsContact Information
Speaking Inquiries:Michele GebhardtP: 1 855 CVCloke (282-5653)W: www.CurtisCloke.comE: [email protected]
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Curtis Cloke CltC, lutCf, riCP
finanCial life Planner, retirement Professional
BiograPhy
Curtis Cloke is an award-winning financial advisor and retirement professional, trainer, and speaker with over 30 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides all of his clients with experienced financial and retirement guidance. With his personable character and genuine care for clients’ retirement needs and concerns, he has the ability to quickly and accurately identify the needs of his clients and create a custom-tailored retirement plan. Curtis is an Adjunct Instructor with The American College of Financial Planning in Bryn Mawr, PA for the Retirement Income Certified Professionals (RICP®) designation.
Curtis is a renowned and active member throughout the financial service industry. He is member of the National Association of Insurance and Financial Advisors (NAIFA),and is a former president of the Southeast Iowa Association. He is a member of the Society of Financial Service Professionals (FSP) and is a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT). He has earned his CLTC (Certified in Long Term Care) and LUTCF (Life Underwriters Training Council) designations, and moderates development courses for the Life Underwriters Training Council. Curtis began his career as a financial professional with Prudential Financial in 1987. After merging his company with another firmin 2004, he established Acuity Financial Advisors in 2014.
Personal Interests: Family, philanthropic service, giving back to the Burlington and Des Moines communities, and fishing.
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Seminar ExPerienCe:
With over 30 years of industry and speaking experience, Curtis will captivate and educate your team with his renowned and thought-provoking insights on retirement, annuities, and guaranteed income strategies. He leads events across the country, including annual meetings, national conferences, and global summits.
Through his extensive experience, he has perfected the ability to quickly and accurately identify the income needs of all his clients and has developed a system-based sales approach that he teaches to advisors. Beyond using annuities to create guaranteed income for life, he shows advisors how to generate the maximum inflation-adjusted income for their clients using the least amount of the portfolio.
Past ComPany Seminars:
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SeminarExPerienCe
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Defining Client Fears and Retirement Risk:Session Takeaways:
1) Understanding retirement fears (What keeps them up at night)2) Knowing what retirees want (Needs and Wants – the movie in their mind)3) Getting to the “Heart of the Matter” (Get their story before you tell yours)4) Process must appeal to the “Survival Instinct”5) Taking Key Risks Off the Table (18 risks in retirement – 5 Key Risks must be mitigated)6) The “Happy Factor” (Purpose, Meaning and Enjoyment)
Build a Fire and RoCk the World:Session Takeaways:
1) You never know what can be if you don’t try! You can start from anywhere and do great things.2) Servant leader focus to serve and impact others is a prescription for success. (Positive Residue = Positive Revenue) 3) The POWER of mentorship and the art of giving back.
Retirement Planning Built to Last:Session Takeaways:
1) Education (Fears and Risks)2) Discovery (Discovery of Household Balance Sheet)3) Framing (Math and Science)4) Establish reasonable forecast for projecting assumptions5) Basket of Products Approach (Agnostic)6) Divide and Conquer (Income and Growth)8) Frame Core Measurements (Efficient Frontier) a. Safe Withdrawal Rate (4% or 3% or less?) b. Reliability of Income (ROI) c. Free Liquid Assets (understand the difference between allocation liquidity and free liquidity d. Legacy Assets (sustained or run out?)
PowerfulPresentations
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Seminar PriCing:60 Minute, 90 Minute, 120 Minute, Half Day and Full Days Rates Starting at $8,000 Plus Travel and Expenses
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Thrive University
The Thrive system is the end-result of Curtis’s more than 25 year search for
the optimal retirement income planning approach. Central to that system is the
innovative use of annuities in retirement income planning, a topic on
which Curtis has been a nationally recognized thought leader for the past
two decades. Today, annuity-based strategies have been widely recognized as the best option for those investors who prioritize both security and peace
of mind in their retirement finances.
find out more by visiting ThriveU.net
or by Calling
(515) 29 thrive (515-298-4748)
CertifiedTraining
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Featured in the Media
featured artiCles
Forbes - Is The Risk Of Forced Retirement Rising? How to Enter Retirement on Your Own TermsInsurance News Net: - DIAs Are More Flexible Than You ThinkMarket Watch - It pays to be agnostic on retirement strategies
featured videos
Curtis Cloke Speaking Presentation
Tools for Planning Retirement
Tom Hegna and Curtis Cloke on the NAIFA Main Platform
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Tom Hegna - Speaker, Author, and Retirement Expert, President at TomHegna.com
“Curtis is one of THE most brilliant minds in our industry today bar none. A close colleague of mine who I have had the pleasure of knowing for quite some time and featured in my book, “Retirement Income Masters: Secrets of the Pros,” as a must-know master of the field. He’s a true advisor’s advisor who’s strategically woven techniques based on mathematical and scientific notions will blow you away. You’ll be left with a full mind and a full notebook of key concepts to share with your clients on how to maximize their retirement income!”
John Olsen - President at Olsen Annuity Education
“Curtis knows a great deal about retirement income planning. Fortunately for us, he’s managed to incorporate all that understanding into some concepts and tools that other advisors can use to help clients solve their retirement income needs. If you work in this area and haven’t seen Curtis’ unique toolbox, you really should.”
James Silbernagel - Founder and Host of Real Wealth® Marketing for Insurance and Financial Professionals
“Simply the best when it comes to retirement income planning. He uses the math and science to back up his strategies. Also one of the highest rated guests for both Clientcast and Power Session live by Real Wealth.”
Joel Magruder - President/CEO at Financial Partners Group, Inc. and Owner, Financial Partners Group, Inc.
“I have found Curtis Cloke to be one of the financial services industry’s sharpest minds. He has a special gift of creativity to help solve clients’ financial needs. His expertise places him at the top of our industry specialists in retirement planning. I admire his talent - but especially his outstanding integrity.”
IndustryTestimonials
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P: 1-855-CVCloke (282-5653)W: www.CurtisCloke.com
© Copyright Curtis Cloke 2017
Speaking Inquiries:Michele Gebhardt
P: 1855CVCloke (282-5653)W: www.curtiscloke.com