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 "Mr. Motivator"
MoneyMarketing
February 2011 Using behavioral finance to help drive financial advisors to realize their importance and value to their clients. More |
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 Insurance Professionals are Dealing with People's Behavior
Aropa
November 2010 How the global recession, along with the trends of an aging population, a smaller younger generation, and a decreased reliance on a government safety net, have shaped the role and need of financial advisors. More |
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 Asking the Right Questions for More Annuity Sales
Agent's Sales Journal
November 2010 How a targeted behavioral approach can lead to product allocations that work by implementing questions that not only address retirement risks, but help clients create their own solutions. More |
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 Irish America Magazine's Top 50 on Wall Street
August/September 2010
Joe Jordan makes the list! It's a celebration of the best and the brightest Irish Americans and Irish-born who demonstate standout success in the financial industry. More |
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 Why People Don't Buy Life Insurance
Insurance NewsNet Magazine
July 2010 How to win over the irrational buyer with emotion, not information. More |
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 Behavioral Finance: The Logic of Emotions
Life & Health Advisor
January 2010 Why take emotions out of the investment planning process when they play such a crucial role? More |
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 MetLife's Joe Jordan: How to Manage Behavioral Finance
LifeHealth PRO
November 2009 As the economy continues to improve, advisors have one of the greatest opportunities to capture their piece of the pie. Yet it is important to remember that emotions play a significant role in the financial decision-making process. More |
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 Making the transition from life to long-term care insurance
Life Insurance Selling
November 2009 Now is the right time to make connections and counsel clients on the importance of adding LTCI to retirement planning strategies. More |
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 Annuity Marketing News
April 2007To the many producers in the audience, Jordan offered sage advice on selling annuities: "When approaching nonmotivated buyers;' he said,"you have to speak from the heart. Remember that the right brain buys, and the left brain justifies:' He urged them to "advocate for the 82-year-old version of the person you're talking to." More |
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Selling Significance Gama International Journal
Sept/Oct. 2006 "Let's face it: we encounter a lot of rejection in this business, and it can start to feel personal. If you're obsessed with the tangible proof of success - that is, your commission - you're going to be more susceptible to rejection because you've made your job all about you. But clients aren't rejecting you; they're rejecting life insurance, and they do so because they reject the idea that one day they will - with absolute certainty - die." More |
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 National Underwriter
April 24, 2006
"Jordan is a life insurance man through and through. The gist of what he said last year as I remember it is how important it is to live a life of significance and that the work agents do in providing protection for families is indeed significant.
"There's a kind of circularity here. If agents got back in touch with indentifying the emotional reasons for clients to buy insurance, then more would buy, and the more that bought, the better agents would feel because they would be able to see more and more clearly the significance of what they do." More |
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 National Underwriter
April 17, 2006
"'I am the advocate of the people who are dependent on the client. He [Joe Jordan] helps clients recognize their emotions and how their loved ones' lives would be affected if the clients were no longer alive to provide for them." More |
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 Life & Health Advisor
December 2004
“We are first and foremost advocates for people who will be most affected by the presence or absence of insurance... If you really want to make an impact [on the lives of your clients] show up with a $1 million check when someone dies.” |
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 Alzheimer's Foundation of America
November 2004
Joe Jordan named Man of the Year |
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 Life & Health Advisor
September 2004
"It’s your responsibility—it should be your mission - to speak with as many people as you can about their life insurance needs. You must speak for those who are not present [during] the sales process—the children, family and employees of your clients. You live a life of significance because you speak on their behalf." More |
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Round the Table
“Intrinsic value is not measured by how much money you make. It’s measured by the size of the problem that you can solve.” Order the DVD, VHS, CD or Cassette of
Joe's 2004 MDRT Main Platform address. July/August 2004 |
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Advisor Today, August 1, 2004
Nuggets of MDRT Wisdom by Maggie Leyes "True value is not measured by how much money you make, it’s measured by the size of the problem that you can solve. And you tell me what profession solves bigger problems than this, who protects the innocent if someone dies prematurely, who guarantees a worry-free retirement with income they can’t outlive, who protects their assets if they get sick, and finally, legacy when they die. Only you can do all of that. And you tell me that that’s not a life of significance." |
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 National Underwriter
June 25, 2004
“Within the space of two days, attendees at the annual meeting of the Million Dollar Round Table here swayed to the evangelical-like presentation of MetLife Senior Vice President, Joseph Jordan, as he spoke about living a life of significance…” Order the DVD, VHS, CD or Cassette of
Joe's 2004 MDRT Main Platform address. |
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Business Week
May 3, 2004 “A very healthy 35-year old male earning $150,000 per year, for example, could obtain $3 million in term insurance coverage for his family upon his death by simply paying as little as $70 a month over a 10-year period.” “This is a different mindset from the traditional way of thinking about life insurance,” said Jordan. “In this case, the most valuable asset you own is you—your human life.” |
