Joel is President and CEO of Professional Training Services, Inc., a Certified Provider for insurance pre-licensing and insurance education, as well as NASD securities and preparation courses, sales training, continuing education and more.

As an active financial planning practitioner, Joel maintains his insurance producer's license for Life, Health, Property and Casualty insurance as well as numerous NASD securities licenses including General Securities Series 7, State Securities Series 63, Investment Advisor Series 65, Commodities Series 3, General Securities Principal Series 24, Options Principal Series 4, Financial Operations Manager Series 27 and Municipal Securities Supervisor Series 53.

His professional designations include Certified Financial Planner™ Certification , Chartered Financial Consultant and Certified Fund Specialist. Joel has served as President of the Greater O'Hare Satellite and Board Member of the Greater Chicago International Association for Financial Planning. Joels educational disciplines are:

During his many years as a sales/management professional, Joel has developed market strategies and sales training programs for investment and insurance companies, as well as for financial institutions. Joel has started and participated as a principal of three broker/dealers. He also appears as a guest speaker for public seminars promoting financial planning, investing and wealth accumulation, including retirement and estate planning concepts. Joel also writes a column in the Broker News called "Q & A" for insurance producers.

Some of his published works include Marketing of Annuities, Estate Planning, Retirement Planning, Indiana and Illinois Long Term Care, Financial Planning Concepts, Selling Annuities and Mutual Funds, Variable Insurance Products, Universal Life Insurance, Business Insurance Concepts, Group Insurance, Key Employee Insurance, 401(k) Plans, Life and Health Insurance Concepts, Medicare, Medicaid, Medigap, Protecting Small Businesses, Tax payer Relief Act of 1997 and most recently Equity Index Annuities.

Joel is quoted in numerous magizines and other financial services periodicals such as, Wealth Magizine, Dow Jones Advisor, and others.

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