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Curtis Cloke is an adjunct professor for The American College of Financial Services, an international keynote speaker with almost 36 years of experience in financial services. In addition to his entertaining and informative main platform speaking, he also provides educational workshops, seminars, and presentations on retirement planning strategies and techniques through Thrive University.
Curtis actively engages his audiences with his passion, knowledge, and love for the art of retirement planning. Through his famous three-meeting-process he teaches planning tools that include both the emotional (Getting to the Heart of the Matter) and financial skills advisors need to connect both emotionally and financially. His training skills teach how to flow through a client-driven journey of discovery that ultimately create final solutions to close the deal. He incorporates the power of insurance guaranties with annuities and life insurance, while bringing it all together with traditional investments. He 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 for financial practitioners, he knows the math and science of what really matters.
With a track record of spot-on media commentary, Curtis’s expertise has been featured in 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, has appeared in many podcast online retirement programs.
Curtis is a member of the National Insurance and Financial Advisors Association (NAIFA), Society of Financial Service Professionals (FSP), a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT) and a current board member with the Forum 400.. He has earned his CLTC (Certified in Long Term Care), RICP (Retirement Income Certified Professional), and LUTCF (Life Underwriters Training Council) designations.