Terry K. Headley*

Senior Agent - Principal Financial Group (36 Years).  Entered the Insurance Business in   January 1973 (at the age of 19) Joined Bankers Life Company 5/16/73

Premier Club Qualification - Qualified every year since joining the Company (36 Consecutive

Premier Club Qualifications). Company Hall of Fame (36 Years of Club Qualification –  youngest Member of Hall of Fame in Company History)

Honor Council Club - 22 Qualifications

Company Regional Rookie of the Year - 1973

Secretary - Agents' Advisory Council - 1985 - Principal Financial Group

Chair - Agents' Advisory Council - 1986 - Principal Financial Group

Top 2% of Principal Financial Group Agents in Production Annually

 

INDUSTRY

 

MDRT - Qualifying and Life Member (MDRT Honor Roll) (29 Years)

          (Court of the Table Qualifier)

NSAA - 25 Years

NQA  - 16 Years

 

EDUCATION & LICENSING

 

Life Underwriter Training Council - National Committee - Contributing Writer of            Content for Textbook and Moderator's Guides for LUTC Course Curriculum

Life Underwriter Training Council Fellow (LUTCF) - Designation Conferred in 1986

LUTC Moderator - 3 Years - Financial Planning Skills Course - Student - 4 LUTC Courses

FSS Designation – Conferred September 1, 2006

FSS Moderator – Foundations of Financial Planning Courses

Resident Nebraska Licensed Insurance Consultant

Registered Representative - NASD Series 6, 7, 22, 63 and 65

Registered Investment Advisor

Made numerous Seminar Presentations, Association Talks, and Consumer Education Programs,

          including local TV and Radio series on "Financial Fitness" and "Insurance Corner"

 

PROFESSIONAL ASSOCIATION INVOLVEMENT

 

MEMBER OF:

          NAIFA President-Elect – National Executive Committee – elected 2009

          NAIFA Trustee – National Board of Trustees – elected 2004 – Re-elected 2006

          National Association of Insurance and Financial Advisors (NAIFA)

          National Association of Insurance and Financial Advisors-Nebraska (NAIFA-NE)

          National Association of Insurance and Financial Advisors - Omaha (NAIFA-OMAHA)

          FPA   -  Financial Planning Association

          AALU – Advanced Association For Life Underwriting

          AALU – Legislative  Circle Program (Gold Level - $5,000/Year)

          SFPS – Society of Financial Services Professionals

 

NAIFA-OMAHA Board of Directors (8 Years) - Held all Offices within the Local Association

NAIFA-OMAHA President - 1987/1988

NAIFA-OMAHA "Agent of the Year" 1993

NAIFA-OMAHA Hall of Fame 2007

NAIFA-OMAHA President's Fund

NAIFA-NE – Distinguished Service Award 2008

NAIFA-NE - Has held all Offices within the Nebraska State Association of Life Underwriters

NAIFA-NE President - 1992/1993

LUTCBuildingFund Committee - State Chair

NAIFAPAC-Nebraska – Past State Chair

NAIFAPAC – National Chair (2001 – 2004)

NAIFAPAC - Capitol Club Contributor ($5,000/Year)  First Capitol Club Contributor in

          NAIFA Federation – Largest Lifetime Contributor to IFAPAC (Over $60,000

          Lifetime Contributions)

NAIFA-APIC-Nebraska  - State Chair

NAIFA-NE Foundation – President & Chairman

NAIFA Committee on Public Relations - National Chair (3 Years) (1996-1998)

NAIFA-NE Long-Range Planning Committee - State Chair

NAIFA Transformation Task Force

NAIFA - Strategic Plan Implementation Task Force

NAIFA – Committee on Nominations Member (3 Years)

NAIFA-NE – State National Committeeperson (1998 - 2004)

 

COMMUNITY

 

National Kidney Foundation

          President - National Kidney Foundation of Nebraska (1992 - 1994)

          Chair - National Kidney Foundation Council of Affiliate Leadership

          Chair - National Kidney Foundation of Nebraska Planned Giving Committee

          Member - National Kidney Foundation Board of Directors

          Member -National Kidney Foundation Planned Giving Committee,

                   Affiliate Relations Committee, Minimum Criteria Task Force, Affiliate Development Fund Committee

          Region III--Past Chair

 Governor's Award - Philanthropic Selection Committee -

          Appointed by Governor Ben Nelson

Nominated As One Of Ten Outstanding Young Omahans by Omaha Jaycees

Past Chair - South/Southwest YMCA (Omaha) Sustaining Drive

SarpyCountyChamber of Commerce

Better Business Bureau of Metro Omaha

 

PERSONAL

 

Married - Wife - Wynetta - 3 married daughters - Dusty, Kristen, and Amy (2 Granddaughters,

          Savanah and Mila)

Attended Cozad High School and Doane College (NE)

Hobbies - All Sport Activities

Named to Outstanding Young Men of America - 1987

Who's Who in Executives and Professionals - 1995, 1997

Who’s Who National Registry - 1998