Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Terry K. Headley, LUTCF, FSS
Terry K. Headley entered the Insurance Business in January 1973 at age 19, and is the youngest Agent ever inducted into the Principal Financial Group® Hall of Fame. He is a Qualified and Life Member of MDRT and consistent Court of the Table of Qualifier.
He has held every office in NAIFA-Omaha and NAIFA-Nebraska State. Terry was inducted into the NAIFA Hall of Fame and has received the NAIFA-Nebraska Distinguished Service Award. He served three years each as the Chair of the NAIFA Committee on Public Relations, Member of the NAIFA Committee on Goverance, and the Chair of the National IFAPAC Subcommitte. He also chaired the NAIFA 21 Advocacy Task Force.
He was first elected to the NAIFA Board of Trustees in 2004 and re-elected in 2006. Additionally, he was the first Capitol Club IFAPAC Contributor ($5,000/Annual) and is currently the largest IFAPAC Contributor in the history of the NAIFA Federation.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.