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John W. Baker, CLU, ChFC®, AEP

John W. Baker, CLU, ChFC®, AEP

Financial Professional

For more than five decades, John (Jack) W. Baker has advised individuals and small businesses as a financial professional. Since 1958 he has held various positions with National Life Insurance Company including Agent, Assistant General Agent and General Agent. Jack was General Agent of the Atlanta Agency of National Life from 1977 to 1993. In addition to running his own successful practice, Jack is also a Consultant with McGriff, Seibels & Williams of Georgia, Inc., a commercial property and casualty insurance company.

Jack graduated with honors from Villanova University in 1952 with a B.S. in Economics and Accounting. He served his country as a Captain in the U.S. Marine Corps before settling into a career in financial services. Jack received his Chartered Life Underwriter management designation in 1964, the Chartered Financial Consultant designation in 1981 and the Accredited Estate Planner designation in 1994.

Throughout his distinguished career, Jack has shared his experience both as a teacher and speaker. The University of Georgia, College of Business Administration appointed Jack as a Distinguished Practitioner-Lecturer in 1986, the same year he was appointed as an Adjunct Professor of Personal Financial Planning at Georgia State University. Over the years, Jack has been a guest speaker at various Life Underwriters meetings, the IBM Institute in Insurance, the CLU Institute, the LICOMA National Convention and the International Forum.

Jack served as President of the Atlanta Chapter of the American Society of Chartered Life Underwriters, the Atlanta Association of Life Underwriters, the Atlanta General Agent and Manager Association, the National Life General Agents Association and the National Association of Pension Consultants and Administrators, Inc. He is a former Board of Directors member for the Association for Advanced Life Underwriting. He is presently on the Board of the Small Business Council of America and was a Registered Congressional Lobbyist from 1976-1987.

Many charitable organizations have benefited from Jack’s expertise over the years. This list includes the Emory University Deferred Giving Board of Directors, the National Charitable Think Tank Group, Oglethorpe University Deferred Giving Board and the Georgia State University Educational Foundation.

John W. Baker is insurance licensed in Georgia.