LACP, FICF, CSA
President & CMO
John L. Becker, Co-Founder of Advocate Financial, has 40 years’ experience in the Life, Securities, and Health Insurance industry. John graduated from Portland State University with a degree in Business Administration. John began his career as a Field Agent and Financial Planner with New York Life Insurance. John also served as Vice President and Sales Manager for Far West Federal Bank Insurance Agency in Portland, Oregon. The highly successful MARKETING ONE agency chose the Far West Insurance Agency as the Beta site for pioneering Annuities and Securities within banks. This launched John into the greatly expanded realm of bank financial services. John next took the post of Vice President for New Business Development for United Pacific Life with their Bank division and spent several years crisscrossing the country to successfully recruit banks. John also worked with Banks as Executive Vice President and Board member of CDA of America of Palm Beach. John additionally served as Chief Marketing Officer for Jackson Brokerage, a national financial institution focused insurance marketing firm. Finally in 2009, John and his son Benjamin founded Advocate Financial, LLC, to provide insurance products for banks, agencies, and agents. Having assisted over 150 Financial Institutions throughout his career, John believes Banks have a substantial opportunity in offering Senior Health products to their existing Medicare-age clients. John designed “Generational TaxSaver” and the “Senior Wave Marketing” programs to assist Banks in meeting the financial security needs of their clients. John has spoken nationally on Life Insurance marketing, Tax Free Legacy Transfers, the Generational Transfer of Wealth, Annuity Tax benefits, Index Annuities. John has been a member of the Million Dollar Roundtable, and in 2018 received the FFMA 2018 Agency Builder Award. John has held industry leadership roles with NAIFA and NAFIC.
Title: Sponsored Session - Medicare & Underserved Markets - How ABLE Accounts can Financially Empower People with Disabilities, by Advocate Financial & AMDA
Day: Thursday, August 24, 2023
Time: 1:55 pm