About Joe Jordan
Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book
Living a Life of Significance (Acanthus Publishing, 2013). The book has sold over 150,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library."
Joe is the recipient of the 2023 John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.
Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.
Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.
For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."
He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.
Speaking Topics
Purpose Driven Retirement Planning
Living a Life of Significance
Financial Services
The Department of Labor (DOL) Ruling
Creating a Culture of Value and Purpose
Productivity and Prospecting
Financial and Investing Fundamentals
Joe's Presentation is Ideal For:
Business Professionals
Client Appreciation Events
Financial Service Reps
Insurance Organizations
Leadership and Executives
Home Office Professionals
Business Organizations Looking to Create a Culture of Purpose and Productivity