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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.
Memberships/Certifications:
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.
Featured on Real Wealth®
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Podcasts
New Options with IRAs
March 23, 2015
Retirement challenges facing Baby Boomers today have never been more complex and frightening: extreme market volatility, national and consumer debt crises, inflation on the horizon,…
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Podcasts
Risks & Fears that Retirees Face
May 7, 2012
Retirement challenges facing Americans today have never been more complex. This episode Real Wealth® is joined by Curtis Cloke, President and Founder of Thrive Income Distribution System….
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Podcasts
Roadmap to Retirement
January 22, 2018
Do your clients have a hard time understanding the math and science behind retirement planning? Let Curtis Cloke, MDRT TOT Advisor and Adjunct Professor for…
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Podcasts
Retirement Checklist
April 30, 2018
If not timed perfectly, retirement could start on a slippery slope and end up disastrous for your client. Many people are eager to step into…
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Podcasts
The Red Zone
September 15, 2019
You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…
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Featured on Power Session LIVE
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Webinars
How to Help your Clients THRIVE in Retirement by Using a “Divide and Conquer Strategy”
August 9, 2013
Retirement challenges facing Baby Boomers today have never been more complex and frightening; extreme market volatility, national and consumer debt crisis, inflation on the horizon,…
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Webinars
BONUS Q & A with Curtis Cloke: Navigating retirement fears in a world of uncertainty
April 23, 2020
After our Power Session with Curtis Cloke on the reality of the recent market crash from this Black Swan Pandemic, we decided to host a…
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Webinars
Navigating retirement fears in a world of uncertainty
April 10, 2020
Economist Wade Pfau and Curtis Cloke join Power Session to review real retirees current case studies and reactions to the 2020 crash. On this webinar,…
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Webinars
Retirement Planning For Times Like These
July 14, 2023
Learn how to help your clients plan for retirement in this ever changing financial landscape! What are the current most important tools for retirement planning…
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