Date: Wednesday, October 5, 2011
Time: 6:00 PM - 8:30 PM
Location: The Victoria Club, 2521 Arroyo Drive, Riverside
Speaker: Clark B. McCleary, CLU, ChFC, AEP

President Forrest Howe and the Board of Directors of the Estate Planning Council of Riverside County cordially invite you to


"What I Would Want to Know About the Life Insurance Business If I Didn't Already Know It (Or at Least Thought I Did!"




Clark is the principal of the Houston-based firm McCleary & Associates and has been an agent for Guardian Life for over 40 years.

 Having received many awards for his service in numerous leadership roles in the financial services industry, NAEPC subsequently elected him to its Board of Directors in 2007 and to the office of Treasurer in 2009 and President-elect in 2010. He becomes President of NAEPC organization in November of this year.

His numerous awards include being the first recipient to be awarded the newly-created Kenneth Black, Jr. Leadership Award by the Society of Financial Service Professionals at its Annual Forum in October, 2006 and he was one of two CLUs nationwide to be named Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils at its Annual Meeting at Amelia Island, also in October, 2006. Clark was the 1999-2000 National President of the Society of Financial Service Professionals, formerly the American Society of CLU & ChFC.  A past president of the Society's Houston Chapter, in 1991 he received the Benjamin N. Woodson Award for outstanding service to the community and insurance industry.


Clark is a past president of the School of Insurance and Financial Services at the University of Houston and the Houston Business and Estate Planning Council, a charter member of the Houston Association of Life Underwriters' Hall of Fame and a Life Member of the Million Dollar Round Table. He is also a member of the Houston Estate and Financial Forum.


In 2003 Clark completed a three-year term on the board of directors for LIFE (Life and Health Insurance Foundation For Education) in Washington, D.C. He also is a Past President of the NAIFA Houston Foundation and is primarily responsible for the existence of MDRT Day in Houston each January, the profits from which are contributed annually to local charities and to the MDRT Foundation.


A few years ago Clark was asked to speak to his local Houston Business and Estate Planning Council for the fourth time during his 25 years of membership. He was uncertain what subject matter he should cover that the audience would find to be fresh and interesting, so he decided to let the membership determine his content. Clark emailed 15 members - - - five each in the attorney, CPA, and trust officer categories - - - and asked what issues they would like to hear him address. The response level was extremely high and well defined and allowed Clark to construct a presentation that was very well received. He has continued to make that presentation, slightly modified over the years to keep up with the times.



See Upcoming Event Calendar