New York, NY
Loyal Member Since 2009
Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award.
Jordan entered the insurance business in 1974 and later became the Vice President of Insurance Sales at PaineWebber before moving to MetLife. Until 2012, he was Senior Vice President – Retail Product Development at MetLife, where he started their fee-based financial planning program and behavioral finance department.
Over the past 11 years, Jordan has become one of the most sought-after speakers in the insurance and financial services industry. He has been the keynote speaker at numerous events, including MDRT Experience, the LIMRA Distribution Conference, The American College Knowledge Summit, the Asian Pacific Life Conference, and numerous NAIFA events. He has spoken in far-ranging locations spanning the globe, including Mexico, Canada, Brazil, the U.K., Italy, Poland, Hungary, Romania, Greece, India, Thailand, the Philippines, Singapore, Malaysia, China, Korea, Japan, and Australia.
On a recent episode of NAIFA’s Advisor Today Podcast series, he said, “What I like to talk about is not just the facts and the numbers. It’s about stories. All wisdom comes from specific human experiences. I’m trying to bring that into play so that we communicate better with people and save lives. I did the research and found out everyone dies. … So what better impact could you have if there are people out there who have really benefited as a result of what you do? Not only in death, but now we have this other problem of people living too long.”
His book, Living a Life of Significance, has sold more than 125,000 copies and has been translated into five languages. It chronicles Jordan’s personal journey and 50-year career in the financial services industry.
Congratulations Joe. You are truly an inspiration to all life insurance agents. Your dedication, professionalism, and empathy to the insurance industry are exemplary. This award is an honor and, in your case, well deserved.
Well Done!
Joe Jordan is a force of nature.
With Great Admiration
Thank you for recognizing and honoring Joe Jordan, I met him years ago at PHP Agency’s annual convention. He had been a regular speaker at our annual conventions and his stories that make up the Living a Life of Significance made a huge impact on me as a financial professional. They always propelled me into motion for the work we do as financial professionals. He is a charismatic speaker who delivers a message of hope as he cites examples of families who have been impacted by life insurance including his own family. His message is always new for the financial professional and for the client who questions the value of life insurance. He is most deserving of this award.
Joe Jordan and I go back 20-25 years together. Working and volunteering at MDRT back in the good old days. I had the pleasure of being Joe’s Host when he would speak at MDRT as well as several other organizations. Had the opportunity to serve on the MDRT Foundation Board of Directors with Joe, many years ago.A kind Southern gentleman, one who is never at a loss for words and a scholar of many industry subjects. An entertainer at times, and a great friend. Congratulations on a well-deserved award/recognition.
Joe has been an inspiration for years and truly is one of the good people. His infectious enthusiasm and passion for our profession have made an impact on me and I am thrilled he is receiving this honor!
I first met Joe Jordan as an inspiring newly recruited FP at Prudential. His appearance as a guest speaker was motivational, inspiring, and most relative to the environment at the time. Through the years I have found him to be genuine and passionate with regards to his role in our industry. My hats off and congratulations to Joe Jordan. A true man of character.
I started with Metlife, Mr. Jordan at the time was the head of Metlife. In all his talks whether by recording or in person, were always inspiring. Being a female financial representative and insurance agent is very challenging, but Mr. Jordan always inspired you to keep going. Twenty years later I am still here, assisting my clients. Thank you for your positive role model and love of assisting clients thru insurance and financial services.
Joe is a gift. He has touched thousands of financial professionals who in turn have helped their clients provide financial security and dignity to many thousands of families and businesses.I can’t think of a more deserving recipient of this honor.
Joe is one of the classiest people I know. His style, professionalism, and passion for the profession are some of the reasons that earned him this honor. Well deserved my friend!
I am so blessed to say that Joe Jordan is a friend, mentor, and fellow Catholic as well. Thank you, Joe, for everything that you have done for me, my career, and the life insurance industry! God Bless and Godspeed.
Joe Jordan has been an important part of my 38-year financial services career. I have been able to call him a friend for almost two decades. About 15 years ago, my son, Reed, attended a NAIFA meeting in Salt Lake City where Joe was the keynote speaker. After Joe’s inspiring message, Reed told me that he wanted to follow me in the industry because “Joe Jordan told me that I could do it.” He was inspired by Joe’s passion and love for those Joe serves. Unfortunately, Reed passed away from the effects of a brain tumor a couple of years later and was not able to fulfill that goal in his life. As a result of Reed’s exceptional young life, we created a foundation to assist underprivileged kids with college scholarships. Guess who was the first contributor? You guessed it, Joe Jordan. My wife, Annette, and I will always have a place in our hearts for Joe and his willingness to share his passion as he inspires industry professionals to live a life of significance.
It is with great admiration and gratitude that we celebrate Honorable You, Joe Jordan, who is set to receive the prestigious 2023 John Newton Russell Memorial Award. As a steadfast advocate and a beacon of inspiration in the world of insurance and financial services, Joe Jordan's influence has resonated deeply in my life and throughout my career...Reflecting on my journey, I find solace in the profound wisdom Joe has shared. His insights have instilled in me a deeper understanding of the importance of empathy, integrity, and the relentless pursuit of excellence. Joe's teachings have encouraged me to embrace challenges with optimism and to consistently strive for personal and professional growth..., I am filled with gratitude for the transformative impact he has had on my life and career. His philosophy continues to be a guiding force, inspiring me to strive for excellence, contribute to the well-being of others, and create a lasting legacy.Felicidades Amigo Joe Jordan, en hora buena Felicidades.
Congratulations, Joe! You are a true icon in our profession. Thanks for your inspiring words that helped my wife understand the importance of the work we do. Your passion and excellence are a great reminder to all of us to live a life of significance!
I consider Joe Jordan to be a friend to myself as well as to Fairway Independent Mortgage Corporation. We have partnered together many times to help educate NAIFA and others on various topics relevant to the many insurance products that NAIFA members use to create a greater financial outcome for their clients. Please extend my sincere congratulations to Joe for receiving the John Newton Russell Memorial Award. Joe is the perfect recipient for all he has done not only personally in the insurance industry but also for all those he has had a direct impact on. Joe was most recently my guest as the keynote speaker at the ’23 NAIFA Texas annual symposium. His presentation was creative, imaginative, and impactful. His use of storytelling (selling) really brings his message to life.
Joe, Congratulations on your ‘Life of Significance’ being appropriately recognized by your selection as this year's John Newton Russell Award recipient. Thank you for your tireless, passionate support of our Great Industry all these years. I am very excited for you and honored to call you my friend.
I have known Joe for a number of years. I have read all of his books and heard him speak a number of times. He is always inspiring and insightful. We have broken bread on a number of occasions and I recently had the privilege of speaking at the same meeting with him. He is more than deserving of this honor and continues to be a beacon for promoting the value of what we do.
Joe Jordan told us to try always that WHO we are and WHAT we do should be in harmony. Or in the words of Joseph Campbell quoted by Joe, “follow your bliss”. Valuable guidance for life insurance professionals.
Joe’s message of service, passion and ultimately significance has certainly impacted our industry. While he belongs on a short list of the best speakers and motivators in our industry, the selfless commitment of time and genuine care for others he has shown through the decades more accurately places him as one of most influential service leaders in our industry. Congratulations Joe on an honor well deserved!
Thank you Joe for all you’ve done for this fabulous industry. I’m grateful to have been able to hear you speak many times in person and virtually. I’ve also enjoyed your book and appreciate the realness of your story. May you continue to be Blessed and I’m looking forward to seeing you real soon.
FinFit Life would like to give a huge congratulations to Joe Jordan for receiving the 2023 John Newton Russell Award, the highest honor awarded by the insurance industry!
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP
2023 NAIFA President
Gen. Jack Keane
U.S. Army (Ret.)
Joey Davenport, CLU, CLF, CLTC
President & Co-Founder, Hoopis Performance Network
Paul Blanco, LUTCF
Founder & CEO, Barnum Financial Group
Tom Cothron, LUTCF, FSCP
2024 NAIFA President
Stephen P. Stahr, CAE
MDRT CEO
Bryan Adams
Co-Founder & CEO, Integrity Marketing Group
Tom Hegna, CLU, ChFC, CASL, LACP
Economist, Author, Retirement Expert
Vince Vitiello
President, New America Marketing
Gordon Watson
Chairman, AXA Asia
The John Newton Russell Memorial Award was first conferred at NAIFA’s (then NALU) annual convention in 1947. Because of the war, the award was given to five outstanding members of the field. Each year since the selection committee has strived to honor an exemplary agent or advisor who represents the best of the industry.
View Past Recipients
Solomon S. Huebner* - 1942
Julian S. Myrick* - 1943
J. Stanley Edwards* - 1944
Paul F. Clark, CLU* - 1945
M. Albert Linton* - 1946
Holgar J. Johnson* - 1947
Frederick H. Eckler* - 1948
J. Marshall Holcombe, Jr.* - 1949
O. Sam Cummings* - 1950
Charles Zimmerman, CLU* - 1951
Grant Taggart* - 1952
C.V. Anderson, CLU* - 1953
Vincent B. Coffin, CLU* - 1954
Charles E. Cleeton* - 1955
Griffin M. Lovelace* - 1956
Hugh S. Bell, CLU* - 1957
Lester O. Schriver* - 1958
Claris Adams* - 1959
Cecil J. North* - 1960
Davis W. Gregg, CLU* - 1961
William H. Andrews, Jr. * - 1962
Benjamin N. Woodson, CLU* - 1963
Roger Hull* - 1964
Isaac S. Kibrick* - 1965
Charles H. Schaaff, CLU* - 1966
R. L. Mcmillon* - 1967
Orville Beal, CLU* - 1968
John O. Todd* - 1969
C. Carney Smith, CLU* - 1970
Robert L. Woods, CLU* - 1971
Ron Stever, CLU* - 1972
Frank E. Sullivan, CLU* - 1973
Blake T. Newton, Jr.* - 1974
Lester A. Rosen, CLU* - 1975
Burkett A. Huey* - 1976
J. Henry Smith* - 1977
Ellen M. Putnam, CLU* - 1978
Bernard S. Rosen, CLU* - 1979
George G. Joseph, CLU* - 1980
James B. Irvine, CLU* - 1981
Thomas J. Wolff, CLU* - 1982
Robert A. Beck, CLU* - 1983
Ben Feldman, CLU* - 1984
Jack E. Bobo, CLU - 1985
Norman G. Levine, CLU* - 1986
Denis F. Mullane, CLU* - 1987
Stanley Liss, CLU* - 1988
Ernest E. Cragg, CLU* - 1989
William V. Regan II, CLU - 1990
Alan Press, CLU - 1991
Richard Schweiker* - 1992
Vincent Bowhers, CLU* - 1993
Robert W. Verhille, CLU - 1994
William B. Wallace, CLU - 1995
Millard J. Grauer, CLU* - 1996
David F. Woods, CLU - 1997
Bernard H.“Buddy” Zais, CLU* - 1998
Kenneth Black* - 1999
Jack B. Turner - 2000
H. Kirke Lewis* - 2001
O. Alfred Granum* - 2002
Robert B. Plybon - 2003
M. Jack Peckinpaugh - 2004
Charles A. Smith - 2005
James M. Benson - 2006
Phillip C. Richards - 2007
Allan G. Hancock - 2008
Larry Lambert - 2009
Michael C. Keenan, CLU, ChFC - 2010
Marvin H. Feldman, CLU, ChFC - 2011
Brian H. Ashe, CLU - 2012
Richard Koob, CLU, ChFC, AEP - 2013
Sy Sternberg - 2014
Peter C. Browne, LUTCF* - 2015
D. Scott Brennan - 2016
Joseph M. Belth, CLU - 2017
Reginald N. Rabjohns, CLU, ChFC - 2018
Guy Baker, CLU, MSFS - 2019
Terry Headley, LUTCF, FSS, LIC* - 2020
Robelyn Abadie, LUTCF, RFC, CAP -2021
Harry Hoopis, CLU, ChFC - 2022
*Deceased
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