Board of Directors​

Curtis Cloke

Burlington, IA

Curtis is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals. With a track record of spot-on media commentary, Curtis’ expertise has been featured in Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel, DepositAccounts.com, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV stations. 

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