Don't Forget Wednesday, August 21

NAIFA-Birmingham Meeting with Joseph Jordan & Terry Headley

NAIFA-Birmingham Quarterly Meeting with Joseph Jordan and Terry Headley

Wednesday, Aug. 21st 2013 at 8:30am-1pm

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

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

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Join NAIFA-Birmingham's Board of Directors in welcoming world-renowned speaker and author Joseph Jordan, and former NAIFA-National President, Terry Headley

Joseph W. Jordan: Managing Behavior and Emotionally Engaging Your Customers

Joseph W. Jordan, author of "Living a Life of Significance," 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. Learn more about Joe at

Terry K. Headley: One of the 20 Most Powerful People in 2011

Terry K. Headley was named by Investment News as one of the “20 Most Powerful People” in 2011. 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. 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 is a Qualifying and Life member of MDRT, and a consistent Court of the Table Qualifier. Terry is the youngest member ever inducted into the Principal Financial Group Hall of Fame and has 40 consecutive Club Qualifications.

Program Agenda

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