January 23, 2022, marks Van’s 49th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 32 years.

Van was awarded the Milwaukee NAIFA Distinguished Service Award for 2003. And in 2010 Van was the proud recipient of the A. Jack Nussbaum Distinguished Service Award for NAIFA – Wisconsin.

He has also qualified for the National Sales Achievement Award, the National Quality Award, and the Health Insurance Quality Award. He has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van was selected by Senior Market Advisor Magazine as the 2010 Advisor of the Year.

Van believes that the next decade will be “The Greatest Time Ever” for Insurance and Financial Service Professionals!

2 Hour CE Credit Approved.

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book "Living a Life of Significance." The book has sold over 125,000 copies, is translated in five languages, and was featured in Nick Murray's "The Advisor's Essential Library." He has given hundreds of presentations to over 400,000 financial professionals in 28 countries around the world.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.

In his presentation, expect to learn:

• The importance of Purpose Driven Retirement Planning that focuses on clients’ needs and goals
• The impact of the pandemic on efficiency and client behavior.
• How the client experience is evolving into a new paradigm focused on service rather than sales
• Why clients need planning now more than ever
• Why the Four Pillars of Living a Significant Life are key to a client-centric culture and elevating the business to a noble endeavor
• The six major risks that clients face today in retirement that their advisors should address

1 Hour CE Credit Approved.