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.

Important Message: There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you anything and everything to get your business... verses people who have over 30 years of experience training advisers and are actually dedicating their lives to helping you to succeed in this business. We are dedicated insurance marketing and sales trainers, coaches and mentors...  NOT recruiters!

'Professor' Rodney D. Ballance, Jr. FIC, CCIA, CFLA, RFC 'Professor' Rodney D. Ballance, Jr., FIC, CCIA, CFLA, RFC 

Dubbed “The 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 Financial 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 Your Budget”.

He has authored four books, the latest being “Financial Leadership, Why Money Management is a Thing of the Past”. 

Financial Leadership... Why Money Management Is A Thing Of The Past - Rodney D. Ballance, Jr., FIC, CCIA, CFLA, RFCPeople 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: "It is 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 morning". http://www.financialleadershipacademy.com/

Forrest (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 to get $100,000 of free publicity... that will make you famous and continuously attract the right prospects to you!

Forrest Wallace Cato on The Front Page of The IARFC Register 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 his 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 Register Magazine...  http://www.catomakesyoufamous.com/

Mehdi Fakharzadeh, RFC - "MDRT Life Member"Mehdi Fakharzadeh 

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. 

Mehdi 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 financial advisors.

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 Eurekonomics 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 others.

'Money For Life!' How to Thrive in the 21st Century!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).

http://eurekonomics.com/

Sandy Schussel

Fourteen years ago, Sandy started coaching individuals who wanted more out of their careers and their lives.

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, such as:

  • Become A Client Magnet:more or better clients

  • more income

  • 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 professionally. http://sandyschussel.com/

Dan Vinal

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 insurance 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 video presentations 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. 

Dan co-founded WebPrez Videos... 5 minutes videos that help agents and brokers "sell the need" for insurance and annuities. 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. http://ips.webprez.com

Loren Dunton

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 ReaganLoren 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!

It’s A Shame For You To Struggle Finding Prospects And Closing Sales When Our Members Do It So Easily!

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Disclosure… 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.