Enrollment for 'Personal Retirement Planning Specialist' and 'Certified EIA Specialist' courses are now active. Please see the Designations page for details.

Consumer web site re-launched. We added new features and a new format to this unique, informational web site for consumers. Visit www.personalyze.org and be sure to say "hello" to our artificial intelligence chat bot, Dr. Tad.

Roster of Association IFS Designees

• Certified Equity Indexed Annuity Specialists

• Certified Personal Retirement Planning Specialists

    Certified EIA Specialist Designees

The following persons have completed the Certified EIA Specialist coursework and passed the exam:

• Blackwell, Terry G. ¹

• Boylan, Lorna ¹

• Carfagno, Robert ¹

• Carter, Kelly J. ¹

• Conte, Steven ¹

• Curry, William ¹

• Dinich, Michael ¹

• Duenas, Christopher

• Ellison, J. William ¹

• Gregson, Greg ¹

• Heath, Ronn

• Hidden, Greg ¹

• Hoopes, Warrick

• Houser, Roy ¹

• Iacangelo, Jerry ¹

• Joseph, N. Johnny ¹

• Lightfield, Michael ¹

• Martin, Daniel

• May, Hector ¹

• McGrath, William ¹

• Meinen, Russ ¹

• Mitcham, Eli

• Morrow, Michael ¹

• O'Connell, Ray

• O'Neil, Jack ¹

• O'Neill, Peter X. ¹

• Ostenson, Carl ¹

• Owens, Carl ¹

• Ponthieux, Keith James

• Prosser, Daniel ¹

• Roberts, Michael ¹

• Robertson, Michael ¹

• Rouse, Rick ¹

• Runcan, Earl E.

• Shelby, Mark ¹

• Stevenson, Mark ¹

• Stout, Gary ¹

• Stuckemeyer, Ray

• Wheatley, Denis ¹

• Yorio, Francis J.

• Zeigler, John ¹

• Zimmerman, Carl ¹

¹ Indicates that they not currently in good standing with the Association. Reasons may include failure to pay annual dues, failure to meet the continuing education requirements, or other.

    Certified Personal Retirement

     Planning Specialist Designees

The following persons are Certified PRP Specialist designees and are currently in good standing with the Association:

• (Pending)