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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

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