Executive Director

Joseph W. Maczuga, LIC, CFIS, is a nationally recognized advocate of fiduciary ethics and risk management standards in the life insurance and financial services industries. He is acknowledged by industry leaders as a subject matter expert in comprehensive fee planning, strategies, and techniques. His extensive experience, skills and knowledge in this area of practice extends back to 1983.

Mr. Maczuga first entered the insurance and securities industry in 1973 and was consistently recognized as a top producer at the companies he served. He is a licensed Life Insurance Counselor, Certified Fee Insurance Specialist, and President of Comprehensive Planning and Insurance Analytics; a fee-engagement consulting and analysis practice. His personal practice is concentrated in the disciplines of Corporate and Business Planning, Executive Enhancement Benefits, Estate Planning, Tax Advantaged Engineering, and Asset Protection Strategies. A wide variety of independent broker/dealers, advisory firms, and large financial firms actively pursue his consulting services. Mr. Maczuga is a trusted advisor for outsourcing of life insurance analysis and design. He also serves as an expert witness in matters related to insurance litigation.

As Executive Director of the Fee Advisors Network, Mr. Maczuga provides a resource of expertise to the financial advisor and independent advisor community. Mr. Maczuga authors on-line continuing education insurance courses and is a Nationally Register Instructor for CPE, ChFC, CLU, and CFP continuing education credits.

Bob Veres, author of the article entitled "New Life for Life Insurance" singled out Mr. Maczuga as a leading authority of the education of risk management and fiduciary process, product design for client-centric advantage, and developing strategies for the expanding fee-advisor community.

Published Articles: Financial Planning, Investment Advisor, Probe, Advisor Today, Senior Consultant, Journal of Financial Planning, Life Insurance Selling, Financial Advisor, Investment News, Contributing Author to "The Team Approach to Financial Planning" Published by the AICPA, NAPFA Advisor. (Numerous articles have been published in many of these stated publications)

Quoted In: National Underwriter, Investment Advisor, Investment News, Financial Advisor, Financial Planning, A.M.Best, Bloomberg Wealth Management, Financial Planning.

Speaking Engagements: Financial Planning Association National Success Forum - Philadelphia, PA / National SRI Conference - Tucson, AZ / FPA Michigan Chapter Retreat / Dallas - Antonio, TX / Questar Capital National Conference - Detroit, MI / Regional NAPFA Conference - Maryland / Dallas - Ft. Worth FPA Chapter Conference / Colorado Springs FPA Chapter Conference / Gulf Coast FPA Chapter Conference / Houston FPA Chapter Planning Symposium / Fee Advisors Symposium - Chicago / US Wealth Management National Conference - RI / FPA Michigan Symposium / FPA Washington Symposium / FPA Virtual Learning Session - National