Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income and Distribution Planning Speaker

Curtis Cloke retirement income and distribution planning speaker

Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income and Distribution Planning Speaker

Experience, Recognition, Background

Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income and distribution planning speaker, trainer, and expert with almost 33 years of experience in financial services. In addition to his entertaining and informative main platform speaking, he also provides educational workshops, seminars, and presentations on retirement income and distribution planning strategies and techniques. 

With a track record of spot-on media commentary, Curtis’s expertise has been featured in Moving America Forward with William Shatner, The Money Show, CNBC, Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel Magazine,,, and many more. He is a frequent guest on radio and TV commentary, has appeared in many podcast online retirement programs.

Curtis is a member of the National Insurance and Financial Advisors Association (NAIFA), Society of Financial Service Professionals (FSP), a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT) and a current board member with the Forum 400.. He has earned his CLTC (Certified in Long Term Care), RICP (Retirement Income Certified Professional), and LUTCF (Life Underwriters Training Council) designations.

Curtis Cloke's Retirement Income and Distribution Planning Expertise

View a Sample Presentation

Curtis actively engages his audiences with his passion, knowledge, and love for the art of retirement planning. Through his famous three-meeting-process he teaches planning tools that include both the emotional (Getting to the Heart of the Matter) and financial skills advisors need to connect both emotionally and financially. His retirement income and distribution planning training skills teach how to flow through a client-driven journey of discovery that ultimately create final solutions to close the deal. He incorporates the power of insurance guaranties with annuities and life insurance, while bringing it all together with traditional investments. He breaks through the myths and biases financial professionals may have along with many objections often heard from retirees. As a developer of tax-centric retirement planning software for financial practitioners, he knows the math and science of what really matters.

Contact Us About Hiring Curtis Cloke

"Curtis Cloke’s main platform speech was inspiring, powerfully and brilliantly presented. As a financial professional of many years, and presenter myself, Curtis has the unique skills to take his topic of expertise and make it fun, exciting and educational. I look forward to hearing him again!”

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Delivery options include in-person meetings, live webinar and pre-recorded formats.

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