Meet Our Expert Advisory Board
Today's frantic marketplace mandates having a broad network of
experts, mentors, and partners to rely on for support, advice, and wise counsel.
This panel of experts guarantees that your partnership with
Insurance Pro Shop
will offer you an ongoing stream of powerful practice-building ideas,
opportunities, strategies, and tools to help you achieve ever greater success
for years to come.
D. Ballance, Jr., FIC,
CCIA, CFLA, RFC
Father of Financial Literacy”, Rodney
Ballance Jr. uses his 20 years of
experience as an award winning, licensed financial professional to educate the
public about how money works. He believes that when people know how to make
money work hard for them, they don’t have to work so hard for their money.
He is the founder of the International
Financial Leadership Association and the
Leadership Ambassador program for financial advisors.
Mr. Ballance is a professor at Mid-Atlantic
Christian University where he
serves on the adjunct faculty teaching personal finance courses. Ballance is
a professional speaker and a guest on radio and television programs
internationally. He is a regular contributor and financial expert for CBN television,
the former financial expert for The
American Family Association radio network, and the host of his own nationally syndicated radio program called “Ballancing
has authored four books, the latest being “Financial
Leadership, Why Money Management is a Thing of the Past”.
People all over the world are suffering
financially, and have been victimized by corporations and governments for
decades. These organizations have taught us to follow an economic strategy that
enslaves us financially. We all know this strategy as "Money Management".
Wealthy people have always understood the importance of a different strategy
called "Financial Leadership", allowing them access to and control over their
money. Banks, insurance companies and investment firms spend billions of dollars
each year to prevent the public from knowing about the Financial Leadership
approach to personal finance. They never wanted you to know this. Henry Ford
knew this would happen, and made an astounding prophecy. Mr. Ford said:
well that the people of the nation do not understand our banking and monetary
system, for if they did, I believe there would be a revolution before tomorrow
(Wally) Cato, RFMA,
CRR, CPC, RFC, CFLA
Cato Says: "You
Can Cut A Greater Figure!"
Wally is an internationally renowned speaker and Legendary Publicist to the
Financial Services Industry who helps his clients
$100,000 of free publicity... that
will make you famous and continuously attract the right prospects to you!
Forrest Wallace Cato is one of the very
few true 'Legends' in any profession... From 'Ghost Writing' books that have
made the The New York Times Top 10 Best Seller List, to getting
clients on the front cover of magazines, 60 Minutes, 20/20, etc. He's
done it all for professionals!
This award-winning financial and motivational journalist, has interviewed five
U.S. Presidents, three Prime Ministers, one King, and such notables as the Dalai
Lama, Ted Turner and Bill Gates. Plus, he has written speeches, articles and
screenplays. He was recently featured on the front cover of the IARFC
Mister Medhi is the famous and beloved MetLife super-achiever, and MDRT role model. Mehdi is a life and qualifying member
of Million Dollar Round Table; Qualified for Chair Council 34 times, President's
Conference 41 times and Leader's Conference 44 times. He is recipient of many
National & Golden Awards and Trophies.
has been featured in numerous financial magazines including the Financial
Services Advisor and the IARFC Register. His personal story, combined with his dedication and
contributions to this industry, have been an inspiration for generations of
agents, advisors and planners. In an industry that is in desperate need of real
heroes, Mehdi stands out far above all others for his superior sales achievements. He has spoken in over 40 countries and presently makes over 50
platform presentations to financial groups
each year, including
the Insurance Pro Shop. He is the author of; "Nothing Is Impossible and Everything Is Possible" and
"Mehdi's Fast Tract Success System."
Edwin P. Morrow, CLU, ChFC, CFP®,
RFC®, Chairman & CEO of IARFC
Ed Morrow entered financial services in
1963 and founded Financial Planning Consultants, based in Middletown, Ohio in
1969 to provide comprehensive planning services to business owners and
executives. He has been an active participant in nearly all of the professional
organization is the financial services industry.
Morrow started using computers in his practice
in 1970, and lectured across the U.S. on the use of computers in financial
services during the seventies and eighties. He was the author of "How to
Computerize Your Financial Planning Practice" published by the College for
Financial Planning in 1990. Author of seven software programs, he is a
consultant to financial advisors, insurance companies and broker/dealers in the
areas of practice management and computerization. He developed the Practice
Builder Financial a client relationship management program used by 3,000
planning firms, and Client Builder Financial, a presentation system for
He has lectured on financial planning,
practice management and marketing in Britain, Canada, Australia, Malaysia, Hong
Kong, China, India, Greece, Trinidad, Taiwan, Thailand, Indonesia and
Philippines, and has been responsible for getting the many financial planning
courses established in Asian countries.
Ed is a frequent speaker and writer on
practice management and technology for such organizations as the FPA, MDRT,
NAIFA, SFSP, IARFC and the Insurance Pro Shop. He has published over 1000 professional articles, 20
practice management manuals and three books: Computerizing your Financial
Planning Practice, The Complete Millennium Preparation Guide and Personal
Coaching for Financial Advisors.
Jeffery Reeves, MA
Jeffrey is the founder of
and the author of Money for Life.
He has 40 years experience as an insurance
and financial advisor to individuals, businesses, and professionals. He has
owned and operated his own agency since 1976.
Jeffrey has also performed consulting
assignments for Fortune 500 companies and managed practices that served business
as diverse as coal mining operations and professional sports teams. His agency
served over 100 small business clients: dentists, doctors, accountants,
attorneys, manufacturers, real estate agents, distributors, engineers and many
In 2004, Jeffrey recognized that the
principles, practices and tools that made so many of his former clients
successful were not only misunderstood, they were ignored and even maligned by
the purveyors of the “Debt Paradigm”.
He rededicated himself to the practice of
helping individuals break the bonds of the “Debt Paradigm” and re-discover the
treasures that have become obscured by the cacophony of claims by the faux
financial fops who foist fallacious foolery on us all. (He loves alliteration).
Fourteen years ago, Sandy started
coaching individuals who wanted more out of their careers and their
He called this part of his
business "Brass Ring Coaching". As a little boy, he had watched
the older kids hop on the carousel near his home and, as it spun around,
reach for the rings loaded into a dispensing machine located just
outside and above the carousel. While nine out of ten of the rings were
black, if you were lucky enough to clutch the Brass Ring, you’d win a
prize—usually a free ride. To him, the Brass Ring represented
adventure, passion, joy; both challenge and fulfillment.
When you work with Sandy, you’ll
reach your goals quickly, be held accountable to achieve results, and
push through your fears to change your relationship to your business.
Sandy works with a limited number
of one-on-one coaching clients. Most are people who might be seen by
others as already successful, but who have personally reached a point
where they do not have something in their lives that they really want,
or better clients
more time to spend with their families
the ability to step away from their businesses without worry
better [work] relationships
a sense of their own success
Sandy’s private coaching
programs are customized. They’re for individuals who are committed
to dramatically increasing their results in life, both personally and
Dan was a financial sales professional for twenty years before he
sold his business in 1997. During those years, he sold both life and health
insurance, as well as fixed and variable annuities, primarily to small business
owners and professional practitioners like attorneys and accountants.
Dan is an
advocate and proponent of permanent "cash value" life
and well designed indexed annuities. He contends that everyone should
own these products, and not just the most affluent.
Consequently, his objective is to provide insurance agents and
financial sales professionals with
that quickly and easily
explains the value of insurance and the advantage of annuities to the average
"middle class" American, as well as the most successful business owners,
executives and professionals.
5 minutes videos that help agents and brokers "sell the need" for insurance and
In addition to being the company's president, Dan is personally
responsible for the development of the proprietary WebPrez composition method,
featuring the practical application of "neuro" and "psycho" linguistics, as well
as the content of each and every video produced.
In 1969, a man with a dream envisioned an organization of highly
trained, skilled and dedicated professionals who would "help average people to learn how to spend, save, invest, insure and plan wisely
for the future, to achieve financial independence." That man of vision was
Loren Dunton. After many years of hard work and
sacrifice, in 1982, Loren realized the first part of his dream with the creation
of the "Certified Financial Planner" designation! And, a short time later the
International Association for Financial Planning (IAFP) was born.
In 1987 the ICFE/NCFE founded by Mr.
Dunton, was awarded a Presidential Citation
for Private Sector Initiatives from President Reagan. Loren Dunton, his wife
Marta and Paul Richard were guests at a White House luncheon hosted by Gary
Bauer, then, President Reagan's domestic policy advisor.
Loren Dunton wrote thirteen books on selling and financial services. They were
widely distributed and published in seven languages.
Loren E. Dunton, died in 1997, but
his contributions to our industry live on!
If You Want To Prosper In This Great Career,
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In People's Lives, Instead of Just Making A Sale!
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Plus, enjoy time with Jeffrey
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All guest articles © their respective authors
The income statements and
examples on this website are not intended to represent or guarantee that
every insurance agent or financial advisor will achieve the same or similar
results. Each individual's success will be
determined by his or her desire, dedication, effort and motivation to work and
use the life insurance and annuity
marketing, prospecting and sales ideas, strategies, tips, tools and training in
these programs. There is no guarantee
you will duplicate the results stated here. You recognize any business endeavor
has an inherent risk for loss of capital.