Real Wealth® Advisors rate this presenter:
Our Score
Agency Executive Senior Partner of MassMutual Texas Gulf Coast, John is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969,John supports the agency through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. He is a Certified Financial Planner™ Practitioner, and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Charted Retirement Planning Counselor, and Life Underwriter Training Council Fellow designations. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, and The Journal of Financial Planning.
From 1995-2002, he was an approved provider for the Long-Term Care Licensing requirement by the Illinois Department of Insurance. He is on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University.
In March of 2003, Mr. Wheeler was inducted into the Country Insurance and Financial Services Hall of Fame. At that time, only 32 individuals had received that honor. He served two terms as President of the DuPage Area Association of Insurance and Financial Advisors, has served on the board since 1990, and currently serves as National Committeeman for NAIFA DuPage. In April of 2003, he was named Member of the Year and was inducted into their Hall of Fame. He has been on the Carol Stream Chamber of Commerce Board of Directors since its inception and served as President seven times. He served as Director of Professional Standards for the Institute of Certified Financial Planners. He then served as Director of Ethics and Education and Director of Governmental Affairs of the Financial Planning Association of Illinois and in 2007 John was the recipient of the FPA Illinois Chapter Heart of Financial Planning Award. He is a past President of NAIFA Illinois, current National Trustee for NAIFA, past Chair of the Member Benefits Committee, Co-Chair of the Political Involvement Committee, and an active member and Ambassador of the Association for Advance Life Underwriting. He is also a Board Member of the Forum 400.
John is quite active in his community as well. In both 1988 and 2004 he received the Judges Award from the Village of Carol Stream for community involvement, the Illinois Reaches Out Award in 1997 for community participation and support, and the Country Spirit Award in 1998 for community service. He is a past Vice-President and co-founding Director of the DuPage Habitat for Humanity and was also Chief of the YMCA Indian Guides Cheyenne Tribe.
Contact Information
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC®, LUTCF
1075 Aster Lane
West Chicago, IL 60185
Phone: 1 (630) 841-5421
Email: johnwwheeler@financialguide.com
John W. Wheeler Jr., domiciled in TX, [CA Insurance License #0F74347][AR Insurance License #0F74347]. John Wheeler, Jr. is a registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., Member SIPC 312-984-1000. 3700 W. Sam Houston Pkwy S. Suite 250 Houston, TX 77042.
Phone: (832) 251-5481.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.
Featured on Real Wealth®
-
Podcasts
Hedging Strategies with Whole Life
May 19, 2014
Back by popular demand, we have John Wheeler on this week to talk about hedging and leveraging strategies that he uses with his own clients….
Listen -
Podcasts
Do You Have This Egg In Your Financial Basket?
December 1, 2016
You already know how valuable Whole Life Insurance is, but have you considered positioning its cash value as a way to save for college? 40+…
Listen -
Podcasts
Do You Have This Egg In Your Financial Basket?
December 12, 2016
You already know how valuable Whole Life Insurance is, but have you considered positioning its cash value as a way to save for college? 40+…
Listen -
Podcasts
Life Insurance as an Asset
September 11, 2017
John Wheeler’s episode “Life Insurance as an Asset” has been so popular among both advisors and their clients that we asked John to come back…
Listen -
Podcasts
Drafting your business blueprint
June 3, 2019
A large portion of a business owners’ net worth is tied up in their business, and if they don’t have a proper succession plan in…
Listen
Featured on Power Session LIVE
-
Webinars
Fast & Furious Sales Ideas with the Living Legends Panel
June 10, 2016
What this session covers:
Watch -
Webinars
Life Insurance as an Asset Class
February 8, 2013
In this month’s Power Session LIVE, John W. Wheeler, Jr. CFP®, CLU®, ChFC®, CRPC®, LUTCF, will share how you can position Life Insurance as an…
Watch -
Webinars
Hedging Strategies with Whole Life Insurance
December 9, 2016
John “The Wordsmith” Wheeler will share his newest presentation on whole life hedging strategies! Not only is John one of the most well-versed advisors on…
Watch -
Webinars
The Art of Selling Life Insurance
feat. A Panel of Life Insurance LegendsSeptember 8, 2017
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…
Watch -
Webinars
Pandemic Panel: What Now? with Dr. Michael Finke, Tom Hegna, Van Mueller, and John Wheeler
May 8, 2020
Watch