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Thrive Income Distribution System LLC - Curtis Cloke, CLTC, LUTCF

The Thrive® system is unlike any income distribution system you’ve ever seen. Using the power of simple income annuities (from your choice of providers), Thrive® delivers a reliable income stream no matter what the market does, guaranteed*. By using only a portion of a client’s portfolio for income, Thrive leaves the client’s remaining assets free to grow during retirement for additional needs or to meet legacy goals. Thrive® provides financial advisors with an easy-to-use yet complete web-based retirement planning solution for addressing their clients’ income needs during retirement – no securities license required.

Thrive Income Distribution System LLC - Curtis Cloke, CLTC, LUTCF
16 Episodes
Tom Hegna

Interview with Tom Hegna - Curtis Cloke, CLTC, LUTCF

Nobody knows retirement income planning better than Tom Hegna.  As a former First Vice President at New York Life, he has dominated the main platform of all the biggest venues in the financial services industry, electrifying top producers worldwide.  Yielding unsurpassable expertise and boasting a record of over 2,000 seminars, Tom is a master at taking complex financial concepts and making them simple, sticky, and actionable.

Nobody knows retirement income planning better than Tom Hegna.  As a former First Vice President at New York Life, he has dominated the main platform of all the biggest venues in the financial services industry, electrifying top producers worldwide.  Yielding unsurpassable expertise and boasting a record of over 2,000 seminars, Tom is a master at taking complex financial concepts and making them simple, sticky, and actionable.

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  • 00:21:00
  • 11/17/2019
Gary Baker President CANNEX USA

CANNEX USA with Gary Baker - Curtis Cloke, CLTC, LUTCF

Gary Baker leads the U.S. operation of CANNEX Financial Exchanges.  CANNEX provides a central exchange for guaranteed product data and calculations in the U.S. and Canada.  The business also provides educational tools, product illustrations, transaction support and custom applications. His experience in the retirement market has broadly covered retail and institutional business as well as insurance and money management.  Prior to joining CANNEX, Gary led product development and marketing for MassMutual’s Retirement Incomer business.  Prior to that, he was with GE Capital where he held a variety of senior positions in business development, product development and marketing both domestically andRead More

Gary Baker leads the U.S. operation of CANNEX Financial Exchanges.  CANNEX provides a central exchange for guaranteed product data and calculations in the U.S. and Canada.  The business also provides educational tools, product illustrations, transaction support and custom applications.

His experience in the retirement market has broadly covered retail and institutional business as well as insurance and money management.  Prior to joining CANNEX, Gary led product development and marketing for MassMutual’s Retirement Incomer business.  Prior to that, he was with GE Capital where he held a variety of senior positions in business development, product development and marketing both domestically and internationally.

Gary holds a B.S. in Finance from Pennsylvania State University.

WEBSITE:  www.cannex.com

E-Mail: gary.baker@cannex.com    Phone: 413.363.2280

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  • 00:24:52
  • 11/17/2019
Brian Williams COO Financial Independence Group, Inc.

Financial Independence Group, Inc. with Brian Williams - Curtis Cloke, CLTC, LUTCF

Brian received his MBA from North Carolina State University in Raleigh, North Carolina.  He also holds a Bachelor of Technology in Business Technology as well as an AAS in Aviation.  He began his career in the higher education sector where he implemented and led a nationally recognized initiative known as the College Foundation of North Carolina.  As director, he was responsible for the overall success and strategic direction of the state mandated project which later turned into a national model.  He has a wealth of experience in leading large, complex organizations that have high expectations and challenging goals.  He understandsRead More

Brian received his MBA from North Carolina State University in Raleigh, North Carolina.  He also holds a Bachelor of Technology in Business Technology as well as an AAS in Aviation.  He began his career in the higher education sector where he implemented and led a nationally recognized initiative known as the College Foundation of North Carolina.  As director, he was responsible for the overall success and strategic direction of the state mandated project which later turned into a national model.  He has a wealth of experience in leading large, complex organizations that have high expectations and challenging goals.  He understands the power of collaboration and the importance of quality in order to succeed.
As COO Brian is committed to providing exemplary customer service and is responsible for the overall business operations of the company to ensure your experience with FIG is unparalleled.  He works with the senior management team to develop global strategies and direction for FIG.  In addition to Brian’s role as COO, he also plays a crucial role in the day to day decision making and coordination of efforts on behalf of FIG to bring Regulus Advisors, LLC, and independent securities producer group, to the forefront of the securities industry.
Brian also serves on the Board of Directors for the National Association for Fixed Annuities and was Co-Chair of the Market Conduct Task Force committee on Education and Supervision.  He speaks regularly with various organizations representing FIG as well as on industry issues.  He has worked passionately on the opposition of 151A representing producers and advisors in Washington, DC by visiting members of congress in an effort to educate and support industry efforts.
Regardless of the situation, Brian will take a synergistic approach to provide all of our partners with new ideas, methods, and strategies to enhance our joint organizational goals.

Website:  www.figmarketing.com

E-Mail: brian.williams@figmarketing.com    Phone: 1-800-527-1155 x173

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  • 00:10:18
  • 11/17/2019
Curtis Cloke, CLTC, LUTCF Financial Advisor and Life Planner Two Rivers Financial Group

Introducing Curtis Cloke - Curtis Cloke, CLTC, LUTCF

Curtis has been meeting the financial and insurance needs of his clients since 1987.  After 18 years of managing his own practice, he merged with Two Rivers Financial Group in August 2004.  Curtis is an award-winning financial advisor, recognized as a finalist for Senior Market Advisor of the Year by Senior Market Advisor in 2009.  He is nationally recognized as a speaker and trainer across the financial services industry, specializing in retirement income and estate planning. Curtis and his team provide the following services: For Individuals: * Retirement and retirement income planning * Estate and legacy planning *  Investment managementRead More

Curtis has been meeting the financial and insurance needs of his clients since 1987.  After 18 years of managing his own practice, he merged with Two Rivers Financial Group in August 2004.  Curtis is an award-winning financial advisor, recognized as a finalist for Senior Market Advisor of the Year by Senior Market Advisor in 2009.  He is nationally recognized as a speaker and trainer across the financial services industry, specializing in retirement income and estate planning.

Curtis and his team provide the following services:

For Individuals:
* Retirement and retirement income planning
* Estate and legacy planning
*  Investment management and portfolio design
* Life insurance and medical coverage

For Businesses:
* Group benefit designs
* Business succession planning
* Buy-sell agreements and funding designs

Curtis is a Top of the Table member of the Million Dollar Round Table and is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.

Curtis is located in Burlington, Iowa where he has lived since 1969.  He enjoys working with his community and his church, where he is on many boards and committees. He is married to Kelly and has five children, including a son, Joshua, who became a partner on Curtis\\\’ team in 2008.

Curtis is a Registered Representative and Joshua is an Associated Person of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products, and are not affiliated with Two Rivers.

WEBSITE:  www.curtiscloke.com

YouTube Commercial:  http://www.youtube.com/watch?v=e15eq8DjJcI

E-Mail: ccloke@tworiversins.com    Phone: 800-942-1953

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  • 00:17:40
  • 11/17/2019
Jim Cooper CMO Financial Independence Group, Inc.

Financial Independence Group, Inc. with Jim Cooper - Curtis Cloke, CLTC, LUTCF

Jim Cooper graduated from James Madison University with a degree in Business Management and minor in Finance.  He was a scholarship athlete at JMU for four years as a member of the JMU football team.  Before being introduced to Financial Independence Group, Jim was helping run a family business here in Charlotte, NC.  Once Jim met Bill Cain and Bo Johnson, he had to be a part of this great organization.  Jim started his tenure with FIG as an Annuity Marketing Consultant in 2002 and built his book of business from scratch.  Since 2002, Jim has developed a passion forRead More

Jim Cooper graduated from James Madison University with a degree in Business Management and minor in Finance.  He was a scholarship athlete at JMU for four years as a member of the JMU football team.  Before being introduced to Financial Independence Group, Jim was helping run a family business here in Charlotte, NC.  Once Jim met Bill Cain and Bo Johnson, he had to be a part of this great organization.  Jim started his tenure with FIG as an Annuity Marketing Consultant in 2002 and built his book of business from scratch.  Since 2002, Jim has developed a passion for the financial services industry as one of FIG’s top marketers.  He has helped implement many programs and has built one of the top producing books of business in the industry today.  In 2009, Jim joined the FIG management team as Chief Distribution Officer.  As CDO, he continued to grow his client base with the majority of this time spent implementing new ideas, programs and systems to help take you and FIG to the next level.
In 2010, Jim accepted the position of Chief Marketing Officer.  He brings his years of experience, knowledge and leadership to the marketing department.  As CMO, Jim will directly oversee the marketing department as well as continue to be instrumental in the development of current and new marketing programs.  Jim, along with the rest of the senior management team, is readily accessible and always willing to assist you in any way possible.  Jim sees what he does on a day to day basis as relationship building.  He feels producers not only need to have a strong relationship with their clients, but also wither their marketing organization.  After all, you all are our  clients and we will never forget that.
Jim lives in Charlotte, NC with his wife Jamie.

Website:  www.figmarketing.com

E-Mail: jim.cooper@figmarketing.com    Phone: 1-800-527-1155 x123

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  • 00:14:16
  • 11/17/2019

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