R. Joe Smith is president and CEO of Iowa-based
National Investors® and a 30-year MDRT member. Founded in
1976, National Investors® is a firm that builds long-term
relationships with clients by helping them create, protect,
and preserve their net worth. Key to their approach is The Originator
of the Estate Organizer®, developed by R. Joe in 1978. This
comprehensive record-keeping system helps individuals track
and update vital legal and financial data necessary for the
transition of estates to loved ones. In 2008, R. Joe made The
Originator of the Estate Organizer® system and training
available to qualified insurance agents, financial professionals,
attorneys, and CPAs wanting to assist their clients as part
of a comprehensive wealth management team.
Prior to starting National Investors®, R.
Joe was a teacher and coach at Dexfield Community School in
Redfield, Iowa. Through his unique coaching techniques, R. Joe
led the Dexfield football team to a #1 ranking and a Class A
Football Championship in 1973.
R. Joe received his B.S. in Secondary Education
from Northwest Missouri State University in 1967, and returned
to his alma mater to earn his Masters Degree in Secondary Administration
in 1971.