Jack O Sheets, CLU®

Wealth Management Advisor

Professional

After graduating from the University of North Texas, Jack began his career as a financial advisor with Northwestern Mutual in 2001. His business is located in Dallas, Texas.

Through the years, Jack has been committed to expanding his knowledge and expertise in the estate, financial, and investment planning processes. He has earned the following professional designation.

CLU®
CHARTERED LIFE UNDERWRITER
Jack O Sheets received his CLU® in September 2009 from The American College in Bryn Mawr, PA.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

 

Awards and Recognitions

National Sales Achievement Award (NSAA)

Jack Sheets received the National Sales Achievement Award (NSAA) from NAIFA in 2004-2007.

The National Sales Achievement Award recongnizes NAIFA memebers for sales of life and annunity policies. The NSAA criteria measures sales success. In fact, the NSAA can be thought of as a top producers club within NAIFA.  

 


Associations and Memberships

Advanced Association of Life Underwriters (AALU)

Jack is a member of the Association for Advanced Life Underwriting (AALU), a national association of advanced life insurance planners who are committed to preserving insurance through political involvement. AALU is an industry organization focused on protecting advanced life insurance planning, as well as unifying and strengthening the industry’s joint defense of life insurance.

Ducks Unlimited

Jack is a member of Ducks Unlimited, the world's leader in wetlands and waterfowl conservation. DU got started in 1937 during the Dust Bowel when North America's drought-plagued waterfowl populations had plunged to unprecedennted lows. Determinied not to sit idly by as the continent's waterflowl dwindled beyond recovery, a small group of sportmen joined together to form an organization that became known as Ducks Unlimited. The organization has conserved more than 13 million acres since 1937.

 

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