50+ CE Courses $39 each or
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Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke, CLTC, LUTCF, RICP, is an award-winning financial professional and retirement income expert, trainer, and speaker with three decades of experience in income distribution planning.

 

Passion/Expertise

Curtis actively engages all his audiences with his personable character and genuine care for clients’ retirement needs and concerns. Through his extensive experience, he has perfected the ability to quickly and accurately identify the income needs of all his clients and he’s 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.

 

Position/Experience

Curtis began his career as a financial professional with Prudential Financial. After many successful years with Prudential, he merged with a second firm and then in may of 2014, he founded his own firm, Acuity Financial, Inc. This is where his continues to apply and blend his expertise for his clients by providing advanced retirement income-planning strategies and techniques for financial professionals. Curtis is the developer of the Thrive Income Distribution System®, that provides a contractual solution for inflation-adjusted income utilizing the least amount possible of the client’s portfolio value. He has also developed and provided continuing education training to professionals on many topics relating to retirement and estate- planning strategies.

 

Memberships/Certifications

Curtis is a member of the National Insurance and Financial Advisors Association (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.

 

Presentations/Publications/Awards

With a track record of spot-on media commentary, Curtis Cloke’s expertise has been featured in 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 stations, has appeared as a guest on NAIFA ClientCast by Real Wealth® and as a guest presenter on their webinar series, Power Session LIVE by Real Wealth®.

Curtis was recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine.

 

Testimonial

“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.”

 

 

Curtis Cloke, CLTC, LUTCF, RICP – Retirement Income Expert - Retirement Speakers Bureau Curtis Cloke, CLTC, LUTCF, RICP is available to do presentations on a variety of topics for your retirement professional development or consumers group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain insight into how an income floor strategy can use fewer assets for income and free up more assets for growth, liquidity, and legacy.

$39.00
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