62 Millennium - A Marquis Who’s Who Magazine BUSINESS, FINANCE AND ENTREPRENEURSHIP Since 2012, Mr. Jordan has focused on his career as a speaker and educator promoting values-driven investment and money transparency. To wit, he has spoken for more than 400 financial advisers in 28 countries. Furthermore, in his adjacent creative endeavors, he is the author of such books as “Living a Life of Significance,” which has received translated editions in five different languages. In recognition of his industry contributions, Mr. Jordan was honored with the 2023 NAIFA John Newton Russell Memorial Award. Additionally, he sits on the board of the American College of Financial Services. He credits his long-term success to his sense of ethics and his dedication to helping create positive outcomes. Aiming to further improve his industry, he counsels others interested in the field to approach their work with purpose. To learn more about Mr. Jordan, please visit www.josephjordan.com. Joseph W. Jordan is an author and financial services speaker who has built his career on helping others pursue purpose-driven retirement planning options. Today, he boasts over five decades of practiced expertise. He began his career as an agent at Home Life Insurance Agency after earning a Bachelor of Science in business at Fordham University in 1974. At the time, most insurance and financial services professionals remained siloed into one product or area of expertise. Mr. Jordan is proud to have been an innovator in this regard, promoting revolutionary crossmarketing products. While serving as the vice president of insurance sales and as a national sales manager for insurance products at PaineWebber between 1982 and 1986, Mr. Jordan encouraged stockbrokers to explore new insurance sales options. He subsequently continued his career at MetLife as the vice president of annuity sales from 1988 until 1995. Afterward, he was named a senior vice president of retail product development, a role he held until 2012. At MetLife, Mr. Jordan notably applied his belief in cross-marketing financial products to offer clients integrated insurance and investment options. JOSEPH W. JORDAN FINANCIAL SERVICES SPEAKER, BESTSELLING AUTHOR JosephJordan.com New York, NY
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