NAIFA-Birmingham Presents:

Board Induction & August Meeting with Terry Headley

From the Desk of Christopher Sizemore, 2013-2014 President of NAIFA-Birmingham

As your incoming NAIFA Birmingham President, it is a pleasure to welcome both Terry Headley and Joe Jordan to Birmingham for our August 21st quarterly meeting. Both of these fascinating men have inspired me deeply over my career and their presence is truly an honor. Please make plans to attend this meeting. I promise you won’t forget it.

Christopher Sizemore

President, NAIFA-Birmingham, 2013-2014

Join NAIFA Birmingham on August 21, as we welcome NAIFA-National Past President, Terry K. Headley, and Author, Joseph W. Jordan

Joseph W. Jordan: Living a Life of Significance

Joseph W. Jordan is an independent consultant and speaker and author of "Living a Life of Significance." The former Senior Vice President at MetLife is an industry-renowned thought leader in the areas of behavioral finance, client-centric tools, ethical selling and client advocacy. With over 36 years of experience - from life insurance sales to Wall Street to MetLife - Joe Jordan offers compelling insights into the financial services industry, illustrates the concept of managing behavior, and demonstrates how to emotionally engage customers. Some of his well-known keynote speaking engagements include the 2004 Million Dollar Round Table as well as MDRT Conferences worldwide since then that include Thailand, Korea, Ireland, Greece, Poland, Taiwan, Hong Kong and Australia. He also was a keynote speaker for the 2006 and 2009 GAMA LAMP Conferences, LIMRA's 2008 Retirement Industry Conference, LOMA's Customer Service Conference, and most recently The American College Knowledge Summit. To learn more about Joe, go to

Terry K. Headley, 2010-2011 President of NAIFA National

Terry K. Headley entered the Life Insurance business in January 1973 at age 19. He is a Qualifying and Life member of MDRT, and a consistent Court of the Table Qualifier. He is the youngest member ever inducted into the Principal Financial Group Hall of Fame and has 40 consecutive Club Qualifications. Terry has held every office in NAIFA-Omaha and NAIFA-Nebraska. He was inducted into the NAIFA-Omaha Hall of Fame and received the NAIFA-Nebraska Distinguished Service Award. Terry was first elected to the NAIFA Board of Trustees in 2004 and elected Secretary in 2008 and served as the NAIFA President in 2010-2011. He was the first Capitol Club IFAPAC Contributor and is currently the largest IFAPAC Contributor in the history of the NAIFA Federation.

He has been interviewed by major print media, including the Wall Street Journal, Reuters, Bloomberg, Investment News, NY Times, and Washington Post, and Politico – has appeared on Fox News and testified before various Congressional Committees and State Legislatures to provide expert testimony. He was named by Investment News as one of the “20 Most Powerful People” in 2011.

Click on the link below to hear Terry Headley's first speech as President of NAIFA-National at the 2010 Career Conference & Annual Meeting:

With special thanks to our sponsors

NAIFA-Birmingham Board Induction and Quarterly Meeting

Wednesday, Aug. 21st, 9am-1pm

The Club, 1 Robert S Smith Drive, Homewood, AL

Application has been made for CE hours, which are pending approval

Reserve Your Seats Today!


8:30 am – 10:45 am

Joe Jordan: Living A Life of Significance

10:45 am – 11:00 am


11:00 am - 11:45 am

Induction of 2013-2014 Board of Directors

11:45 am – 1:00 pm

Lunch & Keynote by Terry Headley, 2010-2011 NAIFA President



BY E-MAIL: Please indicate "RSVP to August Meeting" in subject line and list all attendees' names and contact information.

BY PHONE: 205-989-4015


NAIFA-Birmingham Members: Free

Other NAIFA Chapters: $25.00

Guests: $50.00


Greater Birmingham Metro Area
C/o Diane Covin
2200 Valleydale Road, Suite 300
Birmingham, AL 35244-3915
(205) 989-4015