The most important thing that you need to know about the principals is that they started in financial services as successful producers. They migrated to "wholesaling from personal production, not from the home office." Their training came through experience and education not through home-office simulations. They were very successful in personal production and received numerous top producer awards in every arena in which they worked, which includes being #1 producers and #1 wholesalers at different times in their careers. They know what it takes to do an excellent job. That means they understand that you have a very difficult job to do. They understand what it takes to "close the deal." They also know that you perform a valuable service for your clients. In short, you are important to AFS. You are the client for AFS.
Kathran's financial career began after graduating from the University of California. In 1976, she began marketing qualified retirement plans to schools, hospitals, and municipalities for a large, national marketing and insurance company. She has received extensive training in sales and marketing of fixed and variable annuities as well as other types of securities. After leading that company in sales, she rose quickly into management and pioneered that company's operations in San Diego, which became that company's top region. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Kathran and Jack have both been recognized by the industry for their sales and management accomplishments. They are sought after speakers throughout the United States, having spoken before Fortune 500 companies, colleges and universities, and thousands of financial advisers. Their articles have appeared in Financial Planning, Life Association News, Life Insurance Selling and Southwest Airlines' InFlight magazines. Their Annuity News publication is highly regarded and is frequently passed around to many nonsubscribers. It's well noted for its technical information and fundamental approach instead of being just another product advertisement. Both are members of the International Association for Financial Planning and the International Board of Standards and Practices for Certified Financial Planners. They have completed and implemented in excess of 300 customized financial plans for individuals and businesses. They are most commonly described as professionals who operate their business with a high level of integrity. They know that good clients are hard to find and you will only entrust your business carefully. According to seasoned professionals who know them, "It doesn't take long to realize that Kathran and Jack Martin are valuable assets for any serious, successful financial professional." AFS' biggest benefit to you: experience and insight which allow AFS to keep one eye on the horizon while not losing touch with your need to succeed today. AFS' insights have found their way into product design and innovation with several carriers. AFS has worked diligently as consultants and in advisory capacities to build products that will offer the fullest integrity to the consumer, the greatest rewards for the producers and ample profitability for the carriers. AFS believes that by satisfying these three criteria, you will succeed. CFP™, CERTIFIED FINANCIAL PLANNER™, and 
marks are certification marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded to individuals who
successfully complete the CFP Board's initial and ongoing certification
requirements. < Back
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Kathran
J. Martin, CFP™, an original Registry Financial Planner,
has been marketing annuities, qualified plans, and other
financial
services since 1975.
Jack L. Martin,
CFP™, is also an original Registry Financial Planner
who has worked in financial services since 1976.