Tim Kiesling

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Tim Kiesling
Tim is a nationally-recognized speaker and consultant on retirement income strategies. Throughout his informative, high-energy presentations, he shares innovative concepts in a clear, easy to understand manner which leads to increased advisor confidence, increased client understanding and increased productivity.

In addition to working with companies such as Farm Bureau, Guardian, MassMutual, MetLife, New York Life, Northwestern Mutual, Principal Financial Group and Thrivent, Tim has spoken at numerous industry events, including the National Association of Insurance and Financial Advisors (NAIFA) National Conference and the Society of Financial Service Professionals (FSP) Advanced Planning Clinic, provided content for the Hoopis Performance Network and Real Wealth Advisor podcasts, and is an Instructor at The American College of Financial Services.  

Tim began his financial services career more than 25 years ago as a Financial Advisor before moving to the Home Office of a Fortune 500 insurance company, where his strategies played a key role in more than doubling the company's annuity sales.  Tim later formed his own company and now works with financial advisors and their clients across the country.

Tim continues to expand his knowledge, having earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®),  Retirement Income Certified Professional (RICP®), and Chartered Advisor for Senior Living (CASL®) designations, along with the National Social Security Advisor (NSSA) certificate.

As millions of people prepare for retirement, they are seeking professional guidance to help achieve their goals.  Let Tim’s experience and expertise assist you in designing retirement distribution solutions which efficiently address the many risks faced by today's retirees.

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PRESENTATION TOPICS

Retirement Income Strategies
Maximizing Social Security Benefits
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Understanding Annuities: Variable, Index, Fixed, Immediate & Deferred
SPEAKING ENGAGEMENTS
​Farm Bureau
Guardian
MassMutual
MetLife
New York Life
Northwestern Mutual
Principal Financial Group
​Thrivent


NAIFA National Career Conference &      Annual Meeting
NAIFA Louisiana Sales Caravan
NAIFA Chicago - A Taste of MDRT
NAIFA Wisconsin Sales Congress
NAIFA North Carolina Sales Retreat   
NAIFA Oregon Career Conference

NAIFA Montana Sales Conference
NAIFA Iowa State Convention

NAIFA South Carolina State      Convention
​NAIFA West Virginia
NAIFA Minneapolis/St.Paul   
NAIFA Greater Washington, DC
NAIFA Phoenix
NAIFA Charlotte
NAIFA SE Wisconsin

Society of Financial Service Professionals (FSP) Advanced Planning Clinic

Wisconsin NAIFA/FSP/FPA Financial      Forum
Santa Barbara Estate Planning Council
Puget Sound FPA Symposium

Central Iowa FSP/FPA
Southern Wisconsin FPA

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Tim is a master in the retirement planning space. Tim is by far one of the most intelligent, caring, and dedicated individuals that I know.  Tim not only knows the content....he can also communicate with a wide variety of audiences in a way that makes things which are incredibly complex, seem much simpler.  If you are looking for a brilliant person to advise, teach, consult, educate, etc. Look no further. Simply put...Tim is the man!
ADAM WAY, CFP®, ChFC®, CLTC®
Partner at Gerlach, Way, Scarth and Associates
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