Curtis Cloke's Presentations Separate the TRUTH from the BULL!

If your association, business organization, or financial services company needs a presentation that contains the latest knowledge and expertise on retirement income planning, Curtis Cloke's genuine character and proficiency are exactly what you need to create an unforgettable event. With over 25 years of industry and speaking experience, Curtis will captivate and educate your audience with his renowned and thought-provoking insights on retirement, annuities, and guaranteed income strategies.

Available Topics:

  • How to Survive in a Post DOL World while Providing Advice for Retirement Income Guarantees
  • Retirement Income Distribution: Cracking the Retirement Income Code
  • Retirement Income Distribution: Retirement Planning "Built to Last!"
  • Maximizing Income Using the Least Sum of the Portfolio Value
  • Motivational – Overcoming Adversity: Under Ground to Top of the Table
  • Overcoming Client Fears and Retirement Risks
  • Utilizing SPIAs and DIAs for the Optimal Retirement Income Floor

To learn more about Curtis, or to book him for your event, contact:

Michele Gebhardt

Presentations vary in duration, are custom-tailored to the needs of the client, and are available in keynote, half-day, and full-day formats.

Past Experience Includes: 

  • AALU Annual Conference
  • Allegis Advisors Group
  • American College (Part of RICP Curriculum Course #2)
  • Ash Brokerage
  • Brigham Young University (Taggart Symposium)
  • Country Financial*
  • Crump Insurance Conferences*
  • Executive Conference Annual Conference (Life & Property- Casualty Insurance Industry Conference)
  • Financial Fitness Workshop (Sponsored by Southeastern Community College Foundation)
  • Guardian Life Insurance & Master Elite*
  • Forum 400
  • Insured Retirement Institute IRI*
  • Iowa NAIFA Convention & multiple local associations*
  • LIMRA/LOMA Annual Conference
  • MDRT Annual Meeting*
  • New London Iowa Chamber of Commerce
  • Prudential Insurance Colorado Springs District Office*
  • Savage & Associates*
  • Society of Financial Service Professionals*
  • Southeastern Community College of West Burlington, IA (CEC program for Insurance Professionals)
  • THRIVE University*
  • Top of the Table Annual Conference (a Division of MDRT)*

*Denotes multiple speaking events

Book Curtis Today!

Michele Gebhardt