About Joe
Joseph RR Templin, MCEC, CEC, CLU, ChFC, CAP has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Advisor Today 40 Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.
Joe earned his CFP and has written hundreds of review questions for the exam in addition to dozens of CE classes including “The Art and Science of Trust” and “The Tao te Joe”, both approved for ethics CE. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net. Joe also co-authored “Do You Want To Make MDRT, Or Not?” as well as “Choices: Creating a Financial Services Career” with Dr. John Stolk, both of which were Amazon Kindle Top 10 in category. Other Top 10’s by Joe include “Top Tax Plays”, “Financial Mistakes of New College Grads”, and “Financial Mistakes of Young Americans” plus a half dozen poetry books under a nom de plume. He has spoken all across the US and Canada and has been a guest on hundreds of podcasts and radio programs across the world.
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Credentials
Licensed insurance producer
NPN 20214763 · all 50 states + D.C.
Education
Columbia University
B.S. Applied Mathematics
Stanford University
MBA, Graduate School of Business