Professional
John Adams carefully cultivates client relationships as a means of remaining in touch with evolving needs and maintaining alignment between today’s life and tomorrow’s goals. Similarly John believes in continuing education to keep the professional edge that makes him a valuable resource. Complementing his continual quest for improvement is a dedication to honesty and integrity in all business dealings.
Background
John Adams began his association with the Northwestern Mutual Financial Network as an intern in 1987 before graduating from college the following year and embarking on his career.
From 1995 through 1999, he served on the Disability Insurance Committee of the Financial Representatives Association (FRA), including two years as Chairman. Other FRA offices John Adams has held include At-Large Board Member (1999-2001), Vice President and Treasurer (2001-2002) and Chairman of the Marketing Committee (2003-2005).
Professional Designations and Certification
John Adams has earned a number of professional designations including Chartered Life Underwriter (CLU), the highest level of studies in the life insurance profession; Chartered Financial Consultant (ChFC), the most extensive education for financial solutions professionals; Chartered Advisor for Senior Living (CASL), an expertise dedicated to the full range of financial, health, psychological and sociological issues confronting older individuals; and Certified Financial Planner™ (CFP®), a distinction for financial planners rooted in education, examination, experience and ethics.
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The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Chartered Advisor for Senior Living (CASL) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
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John Adams is the Treasurer of the Akron Tax and Estate Planning Council and a member of the Society of Financial Services Professionals.
Education
- Bachelor of Science in Business from University of Ohio-Akron
Associations and Memberships
 John Adams is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
John Adams is a 2007 National Quality Awards qualifier (2006-2007). The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.
John is also a 2007 qualifying/life member of the Million Dollar Round Table (2006-2007). MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Awards and Recognition
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