FALLS CHURCH – The Nationwide Affiliation of Insurance coverage and Monetary Advisors (NAIFA) introduced Man E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of BTA Advisory Group in Irvine, Calif., is the recipient of the 78th annual John Newton Russell Memorial Award. The award is the best honor accorded by the insurance coverage trade to a residing particular person who has rendered excellent providers to the establishment of life insurance coverage.
Baker will obtain the award Sept. 14, 2019, at NAIFA’s Efficiency + Goal convention in Orlando.
“It's my pleasure on behalf of the choice committee to honor Man Baker with this yr’s John Newton Russell Memorial Award,” mentioned Jules Gaudreau, chair of the 2019 award committee. “The committee thought-about many deserving candidates, however finally Man’s skilled accomplishments stood out. His many years of success and his willingness to share his insights and experience by means of his talking engagements, writing, instructing, volunteer service, management and mentoring actions exemplify the dedication to the life insurance coverage and monetary providers trade that the John Newton Russell Award was created to acknowledge.”
Baker has greater than 50 years of expertise as a life insurance coverage and wealth guide and as a frequent and extremely regarded author and speaker has established himself as a thought chief within the trade. He has printed 5 books, together with The Nice Wealth Erosion, his most up-to-date work detailing elements that kind the essence of market-based investing, and The Field, a best-selling, simply understood information to the arithmetic of life insurance coverage.
After graduating from McKenna Faculty with a BS in economics and the College of Southern California with an MBA in Finance, Baker was the supervisor of Pacific Mutual’s USC campus workplace for 2 years earlier than changing into a full-time agent in 1970. Baker was a number one producer for Pacific Life, serving as chair of the corporate’s Agent Advisory Board for 10 years.
He additionally holds MS levels in monetary providers and administration. Baker accomplished a PhD in March 2018 from the American Faculty within the subject of Monetary Planning and Investments within the first cohort. He at present serves on the American Faculty Alumni Board. He has taught persevering with schooling courses within the monetary planning program on the College of California–Irvine.
A Life and Qualifying member of the Million Greenback Spherical Desk (MDRT) since 1970, he has additionally been a seamless qualifying member of the High of the Desk since 1977, certainly one of solely 25 brokers to attain this distinction. Baker was most just lately President of MDRT in 2010. A 25-year volunteer with MDRT, he has served as chairman of a number of committees and job forces, in addition to Divisional Vice President. He has spoken on the annual assembly greater than 18 occasions. Baker is an Excalibur Knight of the MDRT Basis and served as its President in 2000.
Since becoming a member of the AALU in 1977, Baker was elected to the Board of Administrators and has served as Regional Chairman for the AALU Political Contacts Committee in addition to offering service on many committees and taskforces.
He served as President of the Orange County Life Underwriter's Affiliation and as a regional LUPAC Trustee. Baker helped kind the Nationwide Affiliation of Stewardship Advisors and served as President twice. He went on to discovered the Stewardship Alliance, a corporation devoted to offering charitable giving counseling to philanthropic entities.
“I ship my honest congratulations to Man Baker for receiving this yr’s John Newton Russell Award,” mentioned NAIFA President Jill Judd, LUTCF, FSS. “Man’s profession accomplishments function an inspiration to each monetary skilled and an instance of how you can obtain success whereas serving your trade and your shoppers.”
John Henry Russell created the John Newton Russell Memorial Award in 1942 as a tribute to his father, an influential chief within the life insurance coverage trade and an early advocate of agent schooling. John Newton Russell served as NAIFA (then NALU) president from 1916 to 1917 and was a contributing founding father of LIMRA Worldwide, The American Faculty and the Chartered Life Underwriter (CLU) designation.
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