Alumnus of the Month

John C. Watson III

John C. Watson III

CLU®, ChFC®

August 2014

John has 34 years experience in the financial services industry, affiliating with Provident Mutual on April 1, 1979. In 2007 he affiliated with The Penn Mutual Life Insurance Company and its wholly owned broker-dealer subsidiary, Hornor, Townsend and Kent, Inc., (HTK).

He specializes in utilizing the varied strategic uses of Life Insurance to address, in partnership with a client’s legal, accounting and financial professional in a collaborative manner to meet their individually tailored financial needs and objectives.  The focus of his practice centers on the unique planning objectives of the Physician Marketplace; on Business / Corporate Insurance Strategies as well as in the Family Wealth Transfer marketplace.

He is a member of the Society of Financial Service Professionals (SFSP), the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT), the International Forum (IF), The International Association of Registered Financial Consultants (IARFC), The International Association for Financial Planning (IAFP), The National Association of Insurance and Financial Advisors (NAIFA) , The National Association of Estate Planners and Councils (NAEPC) and is a past President of the Greensboro Estate Planning Council.  He became a member of the Board of Directors for AALU as of the 2013 - 2014 fiscal year.

John has been a featured speaker within the financial and advisory services industry. He is also a contributor to and author of numerous articles within industry publications.

He is a contributing author of the following books; Wealth: Enhancement & Preservation, Ways & Means: Maximize The Value of Your Retirement Savings, 21st Century Wealth: Essential Financial Planning Principals and Love, Money, Control: Reinventing Estate Planning.

John was a member for 13 years of the Nationwide Financial Network (Formerly Nationwide Provident / Provident Mutual Life Insurance Company) Presidents Club (established in 1994). He has qualified for the Premier Club and Sales Conference (formerly Top-50 and the Provident Mutual Leaders Association (PMLA) each year from 1981 - 2006. He served on the Agent’s Advisory Council from 1988 – 2007, serving as President from 1990-1992 and from 2000 until retiring from the position in 2007. He is the recipient of Provident Mutual’s 2001 Boris Todorovich award, The 2004 Nationwide Provident Presidents Prestige Award and was the 2004, 2005, & 2006 Nationwide Financial Network leading producer.

For the calendar years of 2008 and 2009, John was recognized as the leading producer for Penn Mutual's Career Agency System, being awarded the prestigious Gold Medal each year. For calendar year 2010 and 2011, he was awarded with Penn Mutual's Silver Medal. In March, 2011, he was named as Penn Mutual's Financial Professional of the Year.

For his commitment to education and the financial services industry, we are proud to recognize John C. Watson III, CLU®, ChFC®, as the August 2014 Alumnus of the Month.